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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2251
Smallwood Wealth Investment Management
New Jersey
$339K – – –
PG
2252
Prostatis Group
Maryland
$339K -$89.4K -251 -20%
LIA
2253
Lynx Investment Advisory
District of Columbia
$339K +$2.49K +7 +0.7%
HIM
2254
Hillsdale Investment Management
Ontario, Canada
$339K -$182K -510 -33%
SXL
2255
Summit X LLC
Missouri
$338K +$11.4K +32 +3%
HCA
2256
Horan Capital Advisors
Ohio
$337K +$29.2K +82 +9%
HCM
2257
Highview Capital Management
Illinois
$336K -$107K -300 -23%
CTI
2258
Community Trust & Investment
Kentucky
$336K -$1.43K -4 -0.4%
CAG
2259
Centerpoint Advisory Group
Kansas
$336K – – –
AIA
2260
Arbor Investment Advisors
North Carolina
$336K +$134K +375 +58%
OIS
2261
Okabena Investment Services
Minnesota
$336K +$363K +1,020 New
HCM
2262
Hutchinson Capital Management
California
$335K – – –
LWA
2263
Ledgewood Wealth Advisors
New Hampshire
$335K – – –
GHA
2264
GW Henssler & Associates
Georgia
$335K +$41K +115 +13%
PVM
2265
Palogic Value Management
Texas
$335K +$20.7K +58 +6%
CBT
2266
Crews Bank & Trust
Florida
$334K +$69.5K +195 +24%
4WM
2267
49 Wealth Management
Texas
$334K +$6.77K +19 +2%
NRI
2268
NFP Retirement Inc
California
$334K +$13.2K +37 +4%
SFI
2269
SPC Financial Inc
Maryland
$333K -$36K -101 -9%
AA
2270
Acorns Advisers
California
$333K +$75.5K +212 +27%
GSWA
2271
Good Steward Wealth Advisors
Tennessee
$332K +$359K +1,008 New
AIFAIM
2272
American Institute for Advanced Investment Management
Arizona
$331K – – –
SFC
2273
SYM Financial Corp
Indiana
$331K -$17.1K -48 -5%
AC
2274
AXQ Capital
New Jersey
$330K -$1.96M -5,500 -85%
BBNB
2275
Baker Boyer National Bank
Washington
$330K +$19.9K +56 +6%
89 90
91
92 93