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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2051
Tulsa Wealth Advisors
Oklahoma
$905K +$878K +1,580 New
CHA
2052
Cooper/Haims Advisors
New York
$904K -$12.2K -22 -1%
PA
2053
PSI Advisors
Florida
$904K -$66.7K -120 -7%
VNA
2054
Valley National Advisers
Pennsylvania
$903K -$2.78K -5 -0.3%
HTIM
2055
Harbour Trust & Investment Management
Indiana
$902K -$25K -45 -3%
TWM
2056
Tripletail Wealth Management
Florida
$902K -$10K -18 -1%
TCG
2057
Transcendent Capital Group
Oklahoma
$901K -$17.2K -31 -2%
SLT
2058
St Louis Trust
Missouri
$901K +$503K +905 +135%
SWM
2059
Sendero Wealth Management
Texas
$897K +$116K +209 +15%
SIA
2060
SeaBridge Investment Advisors
New Jersey
$897K – – –
SWGC
2061
Summit Wealth Group (Colorado)
Colorado
$894K +$276K +496 +47%
KLCM
2062
KG&L Capital Management
Louisiana
$893K -$6.11K -11 -0.7%
WC
2063
Woodstock Corp
Massachusetts
$892K -$33.3K -60 -4%
MAG
2064
MRA Advisory Group
New Jersey
$891K +$96.2K +173 +13%
GAM
2065
Gould Asset Management
California
$891K -$38.9K -70 -4%
CWMGP
2066
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$890K +$863K +1,553 New
JWM
2067
Jeppson Wealth Management
California
$889K -$36.7K -66 -4%
TFA
2068
Trinity Financial Advisors
Ohio
$888K -$83.4K -150 -9%
IAS
2069
Investment Advisory Services
Texas
$887K -$22.8K -41 -3%
AG
2070
AmeriFlex Group
Nevada
$885K -$455K -818 -35%
S
2071
Sunpointe
Missouri
$884K +$2.78K +5 +0.3%
TA
2072
Tectonic Advisors
Texas
$883K – – –
SA
2073
SAM Advisors
California
$882K – – –
SEM
2074
Strategic Equity Management
Arizona
$882K +$1.67K +3 +0.2%
DS
2075
DRW Securities
Illinois
$881K -$1.01M -1,809 -54%
81 82
83
84 85