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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1776
Relyea Zuckerberg Hanson
Connecticut
$293K +$27.3K +130 +11%
PCG
1777
Private Capital Group
Connecticut
$292K -$1.05K -5 -0.4%
PBF
1778
Petix & Botte Financial
California
$292K +$275K +1,312 New
FFWM
1779
Future Financial Wealth Management
Ohio
$291K +$86.6K +413 +46%
BCMLT
1780
Beacon Capital Management LLC (Tennessee)
Tennessee
$291K +$273K +1,303 New
TDC
1781
Thompson Davis & Co
Virginia
$290K -$21K -100 -7%
MIP
1782
Marietta Investment Partners
Wisconsin
$290K – – –
SIC
1783
SJS Investment Consulting
Ohio
$290K +$2.94K +14 +1%
WPC
1784
Waters Parkerson & Co
Louisiana
$289K -$19.5K -93 -7%
HCM
1785
Hollencrest Capital Management
California
$288K -$210 -1 -0.1%
RCG
1786
Regatta Capital Group
California
$286K -$62.7K -299 -19%
MIC
1787
Means Investment Company
Maine
$286K -$1.68K -8 -0.6%
EWA
1788
Exencial Wealth Advisors
Oklahoma
$286K +$13K +62 +5%
KM
1789
Kalos Management
Georgia
$284K -$16.8K -80 -6%
TA
1790
Tectonic Advisors
Texas
$283K – – –
GLLW
1791
Graves Light Lenhart Wealth
Virginia
$282K -$15.9K -76 -6%
DWM
1792
Destination Wealth Management
California
$282K – – –
NLP
1793
Next Level Private
New York
$282K +$9.86K +47 +4%
NWM
1794
Northcape Wealth Management
New York
$282K +$266K +1,267 New
LMKC
1795
L.M. Kohn & Company
Ohio
$281K +$264K +1,258 New
BAM
1796
Berkshire Asset Management
Pennsylvania
$280K +$45.5K +217 +21%
CA
1797
Cornerstone Advisory
Maryland
$279K -$73.6K -351 -22%
SWM
1798
Selective Wealth Management
Virginia
$279K -$41.9K -200 -14%
OLA
1799
Oliver Luxxe Assets
New Jersey
$279K – – –
BFA
1800
Beaumont Financial Advisors
Massachusetts
$279K +$2.52K +12 +1%
70 71
72
73 74