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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1801
Everhart Financial Group
Ohio
$319K +$87K +360 +35%
WW
1802
Westshore Wealth
California
$318K +$19.1K +79 +6%
NFG
1803
Nadler Financial Group
Illinois
$317K +$4.35K +18 +1%
LWM
1804
Liberty Wealth Management
California
$317K +$333K +1,378 New
SWA
1805
SFMG Wealth Advisors
Texas
$316K +$3.14K +13 +1%
EFSCE
1806
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$3.87K -16 -1%
WSWA
1807
Warren Street Wealth Advisors
California
$316K +$5.56K +23 +2%
BF
1808
Blankinship & Foster
California
$315K – – –
CRI
1809
Colonial River Investments
Virginia
$315K -$8.46K -35 -2%
AW
1810
Apricus Wealth
South Carolina
$315K – – –
BWP
1811
Balboa Wealth Partners
Arizona
$314K -$65.5K -271 -17%
BW
1812
Bison Wealth
Georgia
$314K – – –
DWM
1813
Destination Wealth Management
California
$313K +$108K +448 +49%
WCA
1814
Waypoint Capital Advisors
Minnesota
$313K -$5.56K -23 -2%
CGA
1815
Crescent Grove Advisors
Illinois
$311K +$11.6K +48 +4%
GI
1816
GAMCO Investors
Connecticut
$311K +$328K +1,358 New
SWM
1817
Seed Wealth Management
Illinois
$310K – – –
BWM
1818
Birchcreek Wealth Management
Ohio
$310K +$29.3K +121 +10%
WAM
1819
Winslow Asset Management
Ohio
$308K – – –
MGAM
1820
McGowan Group Asset Management
Texas
$308K +$242 +1 +0.1%
CTA
1821
Chesley Taft & Associates
Illinois
$307K +$11.6K +48 +4%
CFC
1822
Coyle Financial Counsel
Illinois
$307K – – –
CFA
1823
CWS Financial Advisors
Michigan
$307K +$3.87K +16 +1%
DCM
1824
Dudley Capital Management
Virginia
$306K +$12.3K +51 +4%
PIA
1825
Perennial Investment Advisors
California
$306K +$35.1K +145 +12%
71 72
73
74 75