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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2126
Centric Wealth Management
Illinois
$237K – – –
PI
2127
PFG Investments
New York
$236K +$4.07K +15 +2%
CCP
2128
Carmel Capital Partners
California
$236K +$4.88K +18 +2%
SFPG
2129
Stonebridge Financial Planning Group
Florida
$236K +$10.9K +40 +5%
HAS
2130
HBW Advisory Services
California
$236K -$122K -448 -34%
PFG
2131
PAX Financial Group
Texas
$236K -$13K -48 -5%
RCM
2132
Requisite Capital Management
Texas
$234K +$1.08K +4 +0.5%
LWCFA
2133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K – – –
WMA
2134
West Michigan Advisors
Michigan
$232K -$4.07K -15 -2%
PVM
2135
Palogic Value Management
Texas
$231K -$7.33K -27 -3%
MSFS
2136
Main Street Financial Solutions
Pennsylvania
$231K +$229K +844 New
ACP
2137
Aveo Capital Partners
Colorado
$230K -$13.3K -49 -5%
CAC
2138
Certified Advisory Corp
Florida
$230K -$13.6K -50 -6%
EWA
2139
Encompass Wealth Advisors
Oregon
$230K – – –
AWM
2140
Act Wealth Management
Texas
$229K -$37.2K -137 -14%
BWA
2141
Blodgett Wealth Advisors
California
$229K +$271 +1 +0.1%
SNBOSCI
2142
Security National Bank of Sioux City Iowa
Iowa
$229K – – –
IIM
2143
InTrack Investment Management
Vermont
$228K -$1.04M -3,819 -82%
BWA
2144
Beam Wealth Advisors
Louisiana
$228K -$271 -1 -0.1%
SPC
2145
Stewart & Patten Company
California
$227K -$10.9K -40 -5%
TA
2146
Trellis Advisors
Washington
$226K +$225K +828 New
F4L
2147
Fortune 45 LLC
Louisiana
$226K +$225K +828 New
BA
2148
Ballew Advisors
Mississippi
$225K +$271 +1 +0.1%
AC
2149
AlphaCore Capital
California
$225K +$224K +825 New
SWP
2150
Strategic Wealth Partners
Ohio
$225K +$224K +825 New
84 85
86
87 88