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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
1751
L.M. Kohn & Company
Ohio
$339K +$11.1K +46 +3%
APW
1752
Acima Private Wealth
Virginia
$338K +$13.8K +57 +4%
CPSAC
1753
Chas P. Smith & Associates (CPS)
Florida
$338K -$7.01K -29 -2%
TA
1754
Tectonic Advisors
Texas
$338K – – –
SEM
1755
Strategic Equity Management
Arizona
$338K +$1.69K +7 +0.5%
CHP
1756
Cable Hill Partners
Oregon
$338K +$107K +443 +43%
PCA
1757
Peddock Capital Advisors
Massachusetts
$336K +$4.83K +20 +1%
PL
1758
Plancorp LLC
Missouri
$336K -$16K -66 -4%
TA
1759
TFG Advisers
Michigan
$336K +$17.6K +73 +5%
RCG
1760
Regatta Capital Group
California
$336K – – –
EAM
1761
Evanson Asset Management
California
$335K +$242 +1 +0.1%
EWA
1762
Exencial Wealth Advisors
Oklahoma
$335K -$22.2K -92 -6%
NSAM
1763
North Star Asset Management
Wisconsin
$334K – – –
BFA
1764
Beaumont Financial Advisors
Massachusetts
$334K +$31.7K +131 +10%
CA
1765
Crewe Advisors
Utah
$332K -$10.9K -45 -3%
CWM
1766
C2C Wealth Management
Arizona
$332K +$364K +1,505 New
FCT
1767
First Community Trust
Iowa
$332K – – –
SIAG
1768
Signet Investment Advisory Group
Rhode Island
$331K -$2.42K -10 -0.7%
SHWM
1769
Silicon Hills Wealth Management
Texas
$330K – – –
CA
1770
Cortland Associates
Missouri
$330K +$12.8K +53 +4%
TW
1771
TrinityPoint Wealth
Connecticut
$330K -$69.4K -287 -17%
FWP
1772
Firethorn Wealth Partners
Georgia
$330K +$967 +4 +0.3%
SSA
1773
South Street Advisors
New York
$330K +$12.1K +50 +4%
LWANC
1774
Laurel Wealth Advisors (North Carolina)
North Carolina
$329K +$210K +867 +152%
AMC
1775
Asset Management Corp
Illinois
$328K +$1.21K +5 +0.4%
69 70
71
72 73