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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1951
SFMG Wealth Advisors
Texas
$729K +$11.5K +27 +2%
LSA
1952
Lion Street Advisors
Texas
$726K +$272K +637 +22%
PWS
1953
Precision Wealth Strategies
Missouri
$725K -$824K -1,930 -56%
CPC
1954
Congress Park Capital
New York
$725K -$32K -75 -5%
TTWM
1955
TCV Trust & Wealth Management
Virginia
$723K -$218K -510 -25%
CCFM
1956
Clear Creek Financial Management
Washington
$720K +$117K +274 +22%
CCM
1957
Chickasaw Capital Management
Tennessee
$716K – – –
RC
1958
RBO & Co
California
$716K – – –
FWA
1959
FSM Wealth Advisors
Ohio
$716K +$141K +331 +28%
CFAM
1960
Center For Asset Management
Florida
$715K +$854 +2 +0.1%
UWP
1961
Uniting Wealth Partners
Kansas
$715K +$226K +529 +55%
CT
1962
Clearstead Trust
Maine
$713K – – –
TA
1963
TFB Advisors
Kansas
$713K -$109K -255 -16%
AIM
1964
Athena Investment Management
California
$710K -$83.2K -195 -12%
ACA
1965
Affinity Capital Advisors
California
$710K -$39.7K -93 -6%
OLA
1966
Oliver Luxxe Assets
New Jersey
$709K +$87.9K +206 +16%
PWM
1967
PBMares Wealth Management
Virginia
$707K – – –
PFW
1968
Petros Family Wealth
Minnesota
$707K -$26K -61 -4%
DWM
1969
Daner Wealth Management
Georgia
$706K +$50.4K +118 +10%
KWS
1970
Keystone Wealth Services
California
$704K -$44.8K -105 -7%
CH
1971
Cromwell Holdings
Wyoming
$704K – – –
LCM
1972
Leisure Capital Management
California
$703K -$1.71K -4 -0.3%
HC
1973
Hara Capital
Washington
$699K – – –
MCP
1974
Mirador Capital Partners
California
$695K -$1.71K -4 -0.3%
RFG
1975
Range Financial Group
Oregon
$694K +$17.9K +42 +3%
77 78
79
80 81