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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1651
Tradition Wealth Management
Minnesota
$393K +$8.95K +37 +2%
CCM
1652
Check Capital Management
California
$393K – – –
BIC
1653
Beach Investment Counsel
Pennsylvania
$392K -$3.25M -13,441 -89%
BWM
1654
BigSur Wealth Management
Florida
$391K – – –
ACS
1655
Archford Capital Strategies
Illinois
$391K -$4.83K -20 -1%
SSA
1656
Schonfeld Strategic Advisors
New York
$391K -$3.77M -15,576 -90%
SMWM
1657
Silvia McColl Wealth Management
California
$390K – – –
SIM
1658
Stratos Investment Management
Ohio
$389K -$21.8K -90 -5%
NRC
1659
New Republic Capital
North Carolina
$389K +$18.4K +76 +5%
AIM
1660
Avity Investment Management
Connecticut
$389K -$3.63K -15 -0.9%
TFA
1661
Trinity Financial Advisors
Ohio
$389K – – –
TSS
1662
Thomas Story & Son
Indiana
$389K – – –
LA
1663
LVW Advisors
New York
$388K +$57.8K +239 +16%
GWMI
1664
Guardian Wealth Management (Illinois)
Illinois
$388K +$85.6K +354 +26%
HWM
1665
Hohimer Wealth Management
Washington
$387K +$48.6K +201 +13%
SWP
1666
Summit Wealth Partners
Florida
$387K – – –
CCWM
1667
Cassaday & Co Wealth Management
Virginia
$385K -$24.7K -102 -6%
WFMPM
1668
Woodley Farra Manion Portfolio Management
Indiana
$385K +$54.4K +225 +15%
LF
1669
LifeSteps Financial
California
$385K -$21.8K -90 -5%
PTC
1670
Petrus Trust Company
Texas
$384K +$406K +1,680 New
KWM
1671
Kaydan Wealth Management
Michigan
$384K -$13.3K -55 -3%
MYIA
1672
Mount Yale Investment Advisors
Colorado
$383K -$82.7K -342 -17%
PFG
1673
Pinnacle Financial Group
Illinois
$381K – – –
RDWM
1674
Red Door Wealth Management
Tennessee
$381K -$7.01K -29 -2%
MA
1675
MCF Advisors
Kentucky
$380K -$53.2K -220 -12%
65 66
67
68 69