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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1776
Prosperity Financial Group
California
$333K +$302K +1,389 New
CA
1777
Cortland Associates
Missouri
$332K – – –
RF
1778
Rollins Financial
Georgia
$330K -$184K -843 -38%
BF
1779
Blankinship & Foster
California
$330K – – –
AW
1780
Apricus Wealth
South Carolina
$329K – – –
AIP
1781
Ahrens Investment Partners
Louisiana
$328K +$298K +1,369 New
SWA
1782
SFMG Wealth Advisors
Texas
$328K +$1.31K +6 +0.4%
NFG
1783
Nadler Financial Group
Illinois
$328K +$653 +3 +0.2%
PMG
1784
ProVise Management Group
Florida
$327K +$7.4K +34 +3%
AAS
1785
Annex Advisory Services
Wisconsin
$325K -$66.2K -304 -18%
WSWA
1786
Warren Street Wealth Advisors
California
$325K +$17.4K +80 +6%
SWM
1787
Seed Wealth Management
Illinois
$325K +$295K +1,355 New
RZH
1788
Relyea Zuckerberg Hanson
Connecticut
$324K +$294K +1,350 New
VNA
1789
Valley National Advisers
Pennsylvania
$323K – – –
WAM
1790
Winslow Asset Management
Ohio
$322K – – –
MGAM
1791
McGowan Group Asset Management
Texas
$322K +$292K +1,343 New
KF
1792
Krilogy Financial
Missouri
$322K +$292K +1,342 New
GWMI
1793
Guardian Wealth Management (Illinois)
Illinois
$321K -$1.31K -6 -0.4%
YWP
1794
YorkBridge Wealth Partners
New York
$321K – – –
CFC
1795
Coyle Financial Counsel
Illinois
$321K – – –
ESBC
1796
E.S. Barr & Co
Kentucky
$321K – – –
LJHT
1797
Laurie J. Hall Trustee
$319K – – –
WP
1798
WealthShield Partners
North Carolina
$319K -$90.6K -416 -24%
BFA
1799
Beaumont Financial Advisors
Massachusetts
$318K +$3.92K +18 +1%
OWM
1800
OneAscent Wealth Management
Alabama
$317K +$288K +1,324 New
70 71
72
73 74