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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
2176
Ellenbecker Investment Group
Wisconsin
$266K +$234K +901 New
IFS
2177
Ifrah Financial Services
Arkansas
$266K -$17.9K -69 -7%
SCP
2178
Sivia Capital Partners
California
$265K +$232K +896 New
CVA
2179
Central Valley Advisors
California
$265K +$232K +895 New
FFWM
2180
Future Financial Wealth Management
Ohio
$264K -$55K -212 -19%
BFA
2181
Beacon Financial Advisory
Ohio
$264K -$92.9K -358 -29%
GHA
2182
GW Henssler & Associates
Georgia
$263K – – –
EA
2183
Eclectic Associates
California
$263K -$5.45K -21 -2%
WIM
2184
WealthPlan Investment Management
Nebraska
$263K – – –
FAN
2185
Financial Advisors Network
California
$263K +$231K +889 New
WCM
2186
WealthBridge Capital Management
Ohio
$263K -$3.11K -12 -1%
HT
2187
Headlands Technologies
Illinois
$263K +$146K +561 +172%
FPB
2188
First PREMIER Bank
South Dakota
$262K – – –
PRS
2189
Pinkerton Retirement Specialists
Idaho
$261K -$97.8K -377 -30%
PMG
2190
ProVise Management Group
Florida
$261K +$2.08K +8 +0.9%
FG
2191
Foster Group
Iowa
$261K – – –
HAS
2192
HBW Advisory Services
California
$261K +$5.19K +20 +2%
LTI
2193
Laffer Tengler Investments
Tennessee
$260K – – –
WA
2194
Waterford Advisors
New York
$259K +$228K +877 New
AWM
2195
Act Wealth Management
Texas
$259K +$9.34K +36 +4%
AWM
2196
Adams Wealth Management
Utah
$259K – – –
CCP
2197
Carmel Capital Partners
California
$258K +$2.08K +8 +0.9%
DWM
2198
Dogwood Wealth Management
Kansas
$258K +$226K +872 New
PSCM
2199
Per Stirling Capital Management
Texas
$257K – – –
PIAS
2200
PCA Investment Advisory Services
Ohio
$257K +$259 +1 +0.1%
86 87
88
89 90