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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1651
Legacy Financial Advisors
Kentucky
$731K +$45.4K +142 +8%
RFG
1652
Range Financial Group
Oregon
$730K +$12.1K +38 +2%
LMKC
1653
L.M. Kohn & Company
Ohio
$725K +$9.27K +29 +1%
PG
1654
Patten Group
Tennessee
$724K +$959 +3 +0.2%
RWP
1655
Ridgecrest Wealth Partners
California
$724K -$79.9K -250 -11%
BMCM
1656
Bryn Mawr Capital Management
Pennsylvania
$722K – – –
SWM
1657
Sterling Wealth Management
Illinois
$722K – – –
CG
1658
Corundum Group
Colorado
$720K -$36.4K -114 -5%
SIC
1659
Shoker Investment Counsel
Ohio
$718K +$1.92K +6 +0.3%
FTIS
1660
First Trust Investment Solutions
Florida
$718K -$21.7K -68 -3%
JSW
1661
Journey Strategic Wealth
New Jersey
$718K +$331K +1,036 +112%
GAA
1662
Guardian Asset Advisors
Pennsylvania
$717K +$320 +1 +0.1%
AIM
1663
Athena Investment Management
California
$717K -$78.9K -247 -11%
BFWM
1664
Bright Futures Wealth Management
New York
$717K +$700K +2,189 New
OWM
1665
OneAscent Wealth Management
Alabama
$716K +$261K +816 +72%
CPIG
1666
Chicago Partners Investment Group
Illinois
$711K +$28.4K +89 +5%
PL
1667
Plancorp LLC
Missouri
$711K +$36.4K +114 +6%
CHA
1668
Carmichael Hill & Associates
Maryland
$711K +$320 +1 +0.1%
EGWAG
1669
Elwood & Goetz Wealth Advisory Group
Georgia
$702K – – –
PEA
1670
Park Edge Advisors
Ohio
$700K +$610K +1,909 New
BFC
1671
Bedel Financial Consulting
Indiana
$699K +$28.4K +89 +5%
SAF
1672
Smith Anglin Financial
Texas
$697K +$25.2K +79 +4%
RSVP
1673
Ramsay Stattman Vela & Price
Colorado
$696K – – –
SIS
1674
Sound Income Strategies
Florida
$696K +$155K +485 +34%
ZIG
1675
Zullo Investment Group
Pennsylvania
$696K +$18.5K +58 +3%
65 66
67
68 69