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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2251
SYM Financial Corp
Indiana
$381K +$67.9K +175 +20%
OFG
2252
Oxford Financial Group
Indiana
$381K -$240K -618 -37%
SCI
2253
Silver Coast Investments
United States
$381K -$24.8K -64 -6%
1IA
2254
1834 Investment Advisors
Wisconsin
$381K – – –
CPBTD
2255
Central Pacific Bank - Trust Division
Hawaii
$380K -$501K -1,292 -55%
FP
2256
Financial Perspectives
Minnesota
$380K – – –
CSPIA
2257
Cary Street Partners Investment Advisory
Virginia
$380K -$5.71M -14,723 -93%
KFA
2258
Kelleher Financial Advisors
New York
$380K -$64.8K -167 -14%
OFA
2259
Onyx Financial Advisors
Idaho
$380K +$1.55K +4 +0.4%
RWPA
2260
Richard W. Paul & Associates
Michigan
$380K -$14.3K -37 -3%
FPWM
2261
FSB Premier Wealth Management
Iowa
$379K -$38.8K -100 -9%
SAM
2262
Secure Asset Management
Michigan
$377K -$116K -298 -22%
CCA
2263
Childress Capital Advisors
Texas
$377K +$7.76K +20 +2%
DDC
2264
DF Dent & Co
Maryland
$376K -$3.1K -8 -0.8%
LIA
2265
LBMC Investment Advisors
Tennessee
$376K – – –
CCP
2266
Carmel Capital Partners
California
$375K +$776 +2 +0.2%
SWIM
2267
Smallwood Wealth Investment Management
New Jersey
$373K -$3.49K -9 -0.9%
NEWAS
2268
N.E.W. Advisory Services
Wisconsin
$372K -$156K -403 -28%
SWM
2269
Sugarloaf Wealth Management
Georgia
$372K +$388 +1 +0.1%
AC
2270
AlphaCore Capital
California
$371K -$776 -2 -0.2%
CTI
2271
Community Trust & Investment
Kentucky
$371K +$1.55K +4 +0.4%
AWM
2272
Accel Wealth Management
Iowa
$371K -$17.8K -46 -4%
LIA
2273
Lynx Investment Advisory
District of Columbia
$370K -$21.3K -55 -5%
VCM
2274
Vision Capital Management
Oregon
$370K +$19.4K +50 +5%
CAG
2275
Centerpoint Advisory Group
Kansas
$370K +$396K +1,020 New
89 90
91
92 93