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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1701
Ridgecrest Wealth Partners
California
$267K +$64K +277 +29%
MSA
1702
Marino Stram & Associates
Massachusetts
$267K +$284K +1,229 New
PFA
1703
Pinnacle Family Advisors
Missouri
$266K +$283K +1,224 New
CCC
1704
Chelsea Counsel Company
California
$265K – – –
KM
1705
Kalos Management
Georgia
$264K -$61.7K -267 -18%
BFA
1706
Benedict Financial Advisors
Georgia
$264K -$20.1K -87 -7%
GP
1707
Greenline Partners
New York
$264K – – –
VA
1708
Valmark Advisers
Ohio
$264K +$27.3K +118 +11%
AO
1709
Advisor OS
Illinois
$263K +$231 +1 +0.1%
BFA
1710
Beacon Financial Advisory
Ohio
$263K +$20.8K +90 +8%
BA
1711
Bridgewater Advisors
New York
$263K +$24.7K +107 +10%
CCP
1712
Cardan Capital Partners
Colorado
$261K – – –
KWM
1713
Keebeck Wealth Management
Illinois
$261K – – –
YMRC
1714
Yorktown Management & Research Company
Virginia
$261K – – –
HCP
1715
Hexagon Capital Partners
Arkansas
$261K +$72.1K +312 +35%
OGC
1716
Oak Grove Capital
New Hampshire
$261K +$277K +1,200 New
PWMG
1717
Pinnacle Wealth Management Group
Michigan
$261K +$277K +1,200 New
CPIG
1718
Chicago Partners Investment Group
Illinois
$260K -$59.6K -258 -17%
SWM
1719
Stockman Wealth Management
Montana
$260K -$6.7K -29 -2%
FNT
1720
First Nebraska Trust
Nebraska
$259K – – –
FBT
1721
First Bankers Trust
Kentucky
$259K -$46.2K -200 -14%
CFAM
1722
Center For Asset Management
Florida
$259K +$231 +1 +0.1%
CCFM
1723
Clear Creek Financial Management
Washington
$259K +$274K +1,188 New
PCH
1724
PGIM Custom Harvest
New Jersey
$257K +$9.24K +40 +4%
22CM
1725
20/20 Capital Management
California
$257K +$273K +1,183 New
67 68
69
70 71