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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2276
Kaizen Financial Strategies
California
$690K +$1.67K +3 +0.2%
CW
2277
Channel Wealth
California
$689K -$132K -238 -17%
MJRIC
2278
Mogy Joel R Investment Counsel
California
$687K – – –
HEM
2279
Henson-Edgewater Management
Ohio
$687K +$667K +1,200 New
IIC
2280
Integrated Investment Consultants
Michigan
$687K – – –
SIM
2281
Sentry Investment Management
Wisconsin
$685K – – –
CFCI
2282
Comprehensive Financial Consultants Institutional
Indiana
$685K -$112K -202 -14%
BF
2283
Brogan Financial
Tennessee
$684K +$1.67K +3 +0.3%
SC
2284
Schulhoff & Co
Ohio
$683K -$15.6K -28 -2%
BWP
2285
BlueStem Wealth Partners
Minnesota
$683K +$8.34K +15 +1%
AIC
2286
Archer Investment Corporation
Indiana
$683K -$62.8K -113 -9%
ACS
2287
Archford Capital Strategies
Illinois
$682K +$5K +9 +0.8%
TSW
2288
Three Seasons Wealth
Utah
$682K +$661K +1,190 New
AMM
2289
American Money Management
California
$680K -$18.3K -33 -3%
JSL
2290
JT Stratford LLC
Georgia
$679K -$15K -27 -2%
TCOK
2291
Trust Company of Kansas
Kansas
$679K – – –
IWS
2292
Integrity Wealth Solutions
Colorado
$679K +$313K +564 +91%
KFA
2293
Kelleher Financial Advisors
New York
$679K +$533K +959 +426%
KAM
2294
KEB Asset Management
Illinois
$678K +$2.22K +4 +0.3%
VFP
2295
Verus Financial Partners
Virginia
$677K +$83.4K +150 +16%
MFG
2296
Monte Financial Group
Connecticut
$677K -$15K -27 -2%
OAM
2297
Oxford Asset Management
United Kingdom
$677K +$656K +1,181 New
TFA
2298
TrustWell Financial Advisors
Florida
$677K +$656K +1,181 New
GM
2299
GeoWealth Management
Illinois
$676K +$33.3K +60 +5%
DWM
2300
Destination Wealth Management
California
$675K -$42.8K -77 -6%
90 91
92
93 94