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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2201
VSM Wealth Advisory
Maryland
$428K -$100K -300 -21%
SW
2202
SkyOak Wealth
Michigan
$427K – – –
MCI
2203
MRP Capital Investments
Georgia
$427K -$108K -325 -23%
FSC
2204
Full Sail Capital
Oklahoma
$427K -$1.67K -5 -0.5%
CFIA
2205
Cantor Fitzgerald Investment Advisors
New York
$427K – – –
RCWM
2206
Royal Capital Wealth Management
Indiana
$427K – – –
SFB
2207
STAR Financial Bank
Indiana
$427K +$13.7K +41 +4%
OIS
2208
Okabena Investment Services
Minnesota
$425K +$25K +75 +7%
HCM
2209
Hengehold Capital Management
Ohio
$424K -$9.33K -28 -3%
GI
2210
Gradient Investments
Minnesota
$424K -$2K -6 -0.5%
FA
2211
Financial Advisors
Massachusetts
$423K – – –
AF
2212
AGP Franklin
Tennessee
$423K +$363K +1,090 New
RIS
2213
Richmond Investment Services
Wisconsin
$423K +$363K +1,089 New
CTA
2214
Chesley Taft & Associates
Illinois
$422K – – –
HIM
2215
Hanlon Investment Management
New Jersey
$422K -$33.7K -101 -9%
BWP
2216
Balboa Wealth Partners
Arizona
$421K -$116K -349 -24%
CPBTD
2217
Central Pacific Bank - Trust Division
Hawaii
$421K -$31.7K -95 -8%
CWA
2218
Consilium Wealth Advisory
Texas
$420K -$6.33K -19 -2%
WDG
2219
Wealth Dimensions Group
Ohio
$419K +$28.7K +86 +9%
JCM
2220
Jag Capital Management
Missouri
$419K +$99K +297 +38%
CWA
2221
Clarity Wealth Advisors
California
$419K -$1.67K -5 -0.5%
SCM
2222
Silvant Capital Management
Georgia
$418K – – –
AGP
2223
Aspire Growth Partners
Florida
$417K +$1.33K +4 +0.4%
GCA
2224
Greenwood Capital Associates
South Carolina
$417K – – –
EFH
2225
Eaton Financial Holdings
Florida
$417K +$358K +1,074 New
87 88
89
90 91