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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2176
Sunbeam Capital Management
Georgia
$445K +$382K +1,146 New
ASBI
2177
American State Bank (Iowa)
Iowa
$444K +$65.7K +197 +21%
FG
2178
Foster Group
Iowa
$443K -$58.7K -176 -13%
BWP
2179
BlueStem Wealth Partners
Minnesota
$443K -$3.33K -10 -0.9%
AAS
2180
Annex Advisory Services
Wisconsin
$443K -$55.7K -167 -13%
CFGSD
2181
Compass Financial Group (South Dakota)
South Dakota
$443K +$1K +3 +0.3%
SXL
2182
Summit X LLC
Missouri
$441K +$35.3K +106 +10%
MA
2183
Maxele Advisors
Missouri
$440K – – –
QWM
2184
Quadcap Wealth Management
Texas
$440K – – –
GCA
2185
Gradient Capital Advisors
California
$440K -$43.3K -130 -10%
FAM
2186
Formidable Asset Management
Ohio
$439K – – –
CBT
2187
CoreFirst Bank & Trust
Kansas
$439K -$35K -105 -8%
BCA
2188
Bay Capital Advisors
Virginia
$438K -$1K -3 -0.3%
FWTB
2189
First Western Trust Bank
Colorado
$438K – – –
LWM
2190
LJI Wealth Management
Indiana
$437K -$5K -15 -1%
SC
2191
Soundwatch Capital
Connecticut
$436K +$143M +429,033 New
SWP
2192
Strategic Wealth Partners
Ohio
$435K +$374K +1,121 New
SCM
2193
Spring Capital Management
Texas
$435K – – –
LWANC
2194
Laurel Wealth Advisors (North Carolina)
North Carolina
$434K -$21.7K -65 -5%
CNBOF
2195
City National Bank of Florida
Florida
$431K -$2K -6 -0.5%
TI
2196
TrueMark Investments
Illinois
$431K +$370K +1,109 New
SPAS
2197
Spectrum Planning & Advisory Services
California
$429K +$369K +1,106 New
TWA
2198
Tandem Wealth Advisors
Arizona
$429K +$78.7K +236 +27%
WP
2199
WealthShield Partners
North Carolina
$429K -$22K -66 -6%
WP
2200
WealthPLAN Partners
Nebraska
$428K -$667 -2 -0.2%
86 87
88
89 90