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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1776
Trinity Financial Advisors
Ohio
$566K – – –
OWA
1777
Opal Wealth Advisors
New York
$566K -$149K -430 -20%
TSS
1778
Thomas Story & Son
Indiana
$566K – – –
RCA
1779
Ranch Capital Advisors
Florida
$565K -$49.9K -144 -8%
THWM
1780
Taylor Hoffman Wealth Management
Virginia
$563K -$2.08K -6 -0.3%
CCA
1781
Carrera Capital Advisors
Michigan
$563K +$586K +1,690 New
RCA
1782
Resonant Capital Advisors
Wisconsin
$562K +$29.8K +86 +5%
MYIA
1783
Mount Yale Investment Advisors
Colorado
$562K -$61.7K -178 -10%
OHWA
1784
Oak Hill Wealth Advisors
Virginia
$561K +$584K +1,684 New
SWP
1785
Summit Wealth Partners
Florida
$561K – – –
FC
1786
Forte Capital
New York
$559K -$347 -1 -0.1%
KWM
1787
Kaydan Wealth Management
Michigan
$559K – – –
CCWM
1788
Cassaday & Co Wealth Management
Virginia
$558K -$70K -202 -11%
ARG
1789
Advisory Resource Group
Oklahoma
$558K -$5.2K -15 -0.9%
CA
1790
Cornerstone Advisory
Maryland
$556K -$39.9K -115 -6%
OCM
1791
One Capital Management
California
$555K +$366K +1,055 +173%
JWM
1792
Jeppson Wealth Management
California
$553K -$1.73K -5 -0.3%
ACM
1793
Arcataur Capital Management
Wisconsin
$552K -$693 -2 -0.1%
KA
1794
Kozak & Associates
Colorado
$551K +$2.08K +6 +0.4%
AGAM
1795
Audent Global Asset Management
California
$549K -$51.3K -148 -8%
FBC
1796
Fairfield, Bush & Co
Connecticut
$548K -$347 -1 -0.1%
IIC
1797
Integrated Investment Consultants
Michigan
$546K – – –
PWM
1798
Peterson Wealth Management
Nevada
$544K +$567K +1,634 New
CIAS
1799
CFS Investment Advisory Services
New Jersey
$543K +$565K +1,629 New
SFP
1800
Sweet Financial Partners
Minnesota
$542K +$693 +2 +0.1%
70 71
72
73 74