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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1926
Schulhoff & Co
Ohio
$548K – – –
FWM
1927
Fingerlakes Wealth Management
New York
$547K +$1.73K +5 +0.4%
OLA
1928
Oliver Luxxe Assets
New Jersey
$547K -$3.01M -8,718 -86%
AMM
1929
American Money Management
California
$545K -$18.3K -53 -4%
VAG
1930
VisionPoint Advisory Group
Texas
$544K -$17.3K -50 -3%
FCM
1931
Firestone Capital Management
Florida
$544K +$480K +1,391 New
LWL
1932
Leo Wealth LLC
Texas
$544K -$77K -223 -14%
AW
1933
Apricus Wealth
South Carolina
$543K – – –
WFA
1934
WestHill Financial Advisors
California
$542K – – –
MCM
1935
Mengis Capital Management
Oregon
$542K -$8.63K -25 -2%
SFB
1936
STAR Financial Bank
Indiana
$541K -$68K -197 -12%
EAM
1937
Empirical Asset Management
Massachusetts
$537K +$15.5K +45 +3%
RA
1938
Ransom Advisory
Rhode Island
$536K – – –
SIC
1939
SJS Investment Consulting
Ohio
$535K -$345 -1 -0.1%
MGAM
1940
McGowan Group Asset Management
Texas
$533K +$691 +2 +0.1%
HGERS
1941
Householder Group Estate & Retirement Specialist
Arizona
$533K -$78.4K -227 -14%
BFS
1942
Bard Financial Services
Connecticut
$532K -$86.3K -250 -16%
MIM
1943
Morningstar Investment Management
Illinois
$531K -$268K -776 -37%
EAM
1944
Evanson Asset Management
California
$528K – – –
FCT
1945
First Community Trust
Iowa
$528K – – –
TSS
1946
Thomas Story & Son
Indiana
$528K -$121K -350 -21%
FFA
1947
Fi3 Financial Advisors
Indiana
$528K +$153K +444 +49%
BFG
1948
Beacon Financial Group
Texas
$526K +$79.1K +229 +21%
SWM
1949
Sendero Wealth Management
Texas
$526K – – –
GI
1950
Gradient Investments
Minnesota
$525K +$70.1K +203 +18%
76 77
78
79 80