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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2176
Maxele Advisors
Missouri
$374K +$17.8K +50 +5%
QWM
2177
Quadcap Wealth Management
Texas
$374K -$46K -129 -10%
WCM
2178
WealthBridge Capital Management
Ohio
$374K – – –
BCA
2179
Bay Capital Advisors
Virginia
$373K -$53.4K -150 -12%
LFGO
2180
Legacy Financial Group (Oklahoma)
Oklahoma
$373K +$23.5K +66 +6%
FWTB
2181
First Western Trust Bank
Colorado
$372K – – –
PWP
2182
Private Wealth Partners
California
$372K +$9.62K +27 +2%
RWM
2183
Rockline Wealth Management
New York
$372K – – –
CPC
2184
Cookson Peirce & Co
Pennsylvania
$372K -$1.9M -5,348 -83%
HCM
2185
Hengehold Capital Management
Ohio
$369K – – –
SCM
2186
Spring Capital Management
Texas
$369K – – –
MFA
2187
Millington Financial Advisors
Illinois
$369K +$1.78K +5 +0.4%
TWP
2188
Tower Wealth Partners
Pennsylvania
$369K – – –
OSNBOA
2189
Old Second National Bank of Aurora
Illinois
$369K -$43.8K -123 -10%
TBNY
2190
Trustco Bank (New York)
New York
$369K -$40.3K -113 -9%
CNBOF
2191
City National Bank of Florida
Florida
$368K +$77.7K +218 +24%
AA
2192
Alesco Advisors
New York
$367K -$4.99K -14 -1%
OP
2193
ORG Partners
Indiana
$366K -$585K -1,641 -74%
NEWAS
2194
N.E.W. Advisory Services
Wisconsin
$365K +$28.1K +79 +8%
FSC
2195
Full Sail Capital
Oklahoma
$364K -$14.6K -41 -4%
WP
2196
WealthPLAN Partners
Nebraska
$364K -$60.6K -170 -13%
FAN
2197
Financial Advisors Network
California
$364K +$3.21K +9 +0.8%
MQWP
2198
Morey & Quinn Wealth Partners
Nebraska
$363K +$12.1K +34 +3%
SW
2199
SkyOak Wealth
Michigan
$363K +$31.7K +89 +9%
CWA
2200
Consilium Wealth Advisory
Texas
$363K +$6.77K +19 +2%
86 87
88
89 90