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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1951
SkyOak Wealth
Michigan
$313K – – –
SM
1952
Sweeney & Michel
California
$312K – – –
FPWM
1953
FSB Premier Wealth Management
Iowa
$312K – – –
LWM
1954
Liberty Wealth Management
California
$311K -$8.68K -32 -3%
KA
1955
Kure Advisory
Minnesota
$311K +$309K +1,139 New
CTC
1956
Corundum Trust Company
South Dakota
$310K -$1.36K -5 -0.4%
LSPW
1957
Lake Street Private Wealth
Illinois
$309K +$41K +151 +16%
TA
1958
Tiedemann Advisors
New York
$309K +$1.36K +5 +0.4%
WDG
1959
Wealth Dimensions Group
Ohio
$309K -$20.9K -77 -6%
FA
1960
Financial Advisors
Massachusetts
$308K – – –
CCA
1961
Childress Capital Advisors
Texas
$307K +$305K +1,126 New
IFAM
1962
Institutional & Family Asset Management
Colorado
$307K +$1.36K +5 +0.4%
SCM
1963
Spring Capital Management
Texas
$306K – – –
MWPCG
1964
Measured Wealth Private Client Group
New Hampshire
$306K +$22.5K +83 +8%
BF
1965
Brogan Financial
Tennessee
$305K -$19.3K -71 -6%
DTC
1966
Davidson Trust Company
Washington
$305K – – –
PWM
1967
Purus Wealth Management
California
$305K +$2.98K +11 +1%
EW
1968
Evoke Wealth
California
$303K +$25.5K +94 +9%
RFA
1969
Register Financial Advisors
Georgia
$303K -$36.1K -133 -11%
BWP
1970
Baldwin Wealth Partners
Massachusetts
$302K -$13.6K -50 -4%
FFWM
1971
Future Financial Wealth Management
Ohio
$302K -$543 -2 -0.2%
RCWM
1972
Royal Capital Wealth Management
Indiana
$300K – – –
JFL
1973
Jarislowsky, Fraser Ltd
Quebec, Canada
$299K – – –
KWM
1974
Kolinsky Wealth Management
New Jersey
$299K +$298K +1,097 New
GG
1975
Golden Green
South Carolina
$298K +$296K +1,092 New
77 78
79
80 81