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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2226
Concorde Asset Management
Michigan
$300K +$18K +52 +6%
ASBI
2227
American State Bank (Iowa)
Iowa
$300K – – –
HIA
2228
HTG Investment Advisors
Connecticut
$300K -$4.85K -14 -2%
CCM
2229
Cullen Capital Management
New York
$300K – – –
MKW
2230
Mullaney, Keating & Wright
Connecticut
$300K +$312K +900 New
GHA
2231
GW Henssler & Associates
Georgia
$299K +$2.08K +6 +0.7%
HL
2232
HeadInvest LLC
Maine
$298K – – –
SWM
2233
Shelton Wealth Management
Texas
$297K -$562K -1,620 -64%
PIAS
2234
PCA Investment Advisory Services
Ohio
$297K +$5.2K +15 +2%
WIM
2235
WealthPlan Investment Management
Nebraska
$297K -$40.2K -116 -12%
CG
2236
CFO4Life Group
Texas
$297K -$42.3K -122 -12%
OR
2237
Olympiad Research
Connecticut
$296K +$309K +890 New
VV
2238
Verity & Verity
South Carolina
$296K +$309K +890 New
HC
2239
Hamilton Capital
Ohio
$296K -$10.7K -31 -3%
MWP
2240
Madison Wealth Partners
Wisconsin
$296K – – –
EI
2241
EDMP Inc
Florida
$295K -$314K -907 -51%
MA
2242
MJP Associates
Connecticut
$294K -$1.39K -4 -0.5%
EA
2243
Eclectic Associates
California
$293K +$10.1K +29 +3%
MAG
2244
Mayfair Advisory Group
Alabama
$293K -$28.8K -83 -9%
PWS
2245
Precision Wealth Strategies
Missouri
$292K +$99.2K +286 +48%
AWM
2246
Aprio Wealth Management
Georgia
$292K -$2.08K -6 -0.7%
WA
2247
Waterford Advisors
New York
$292K – – –
TWD
2248
True Wealth Design
Ohio
$292K -$7.63K -22 -2%
LS
2249
Livforsakringsbolaget Skandia
Sweden
$292K -$34.7K -100 -10%
AWM
2250
Adams Wealth Management
Utah
$292K – – –
88 89
90
91 92