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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
2301
JT Stratford LLC
Georgia
$854K +$13.9K +20 +2%
GLLW
2302
Graves Light Lenhart Wealth
Virginia
$853K -$4.85K -7 -0.6%
KAM
2303
KEB Asset Management
Illinois
$853K +$14.5K +21 +2%
BDF
2304
Black Diamond Financial
Maryland
$852K +$202K +291 +32%
TA
2305
TFB Advisors
Kansas
$852K -$40.9K -59 -5%
DBFM
2306
Dickmeyer Boyce Financial Management
Indiana
$848K +$828K +1,196 New
CFCI
2307
Comprehensive Financial Consultants Institutional
Indiana
$847K +$693 +1 +0.1%
TGAM
2308
TBH Global Asset Management
Tennessee
$846K -$191K -276 -19%
SPWM
2309
Spartan Planning & Wealth Management
North Carolina
$845K +$145K +209 +21%
MSCM
2310
McElhenny Sheffield Capital Management
Texas
$843K +$36K +52 +5%
AMM
2311
American Money Management
California
$841K – – –
IWS
2312
Integrity Wealth Solutions
Colorado
$840K – – –
SWP
2313
Strategic Wealth Partners
Ohio
$838K +$68.6K +99 +9%
CFMC
2314
Curbstone Financial Management Corp
New Hampshire
$837K -$27.7K -40 -3%
NB
2315
Northwest Bancshares
Pennsylvania
$836K -$20.8K -30 -2%
FOA
2316
Five Oceans Advisors
California
$835K +$2.77K +4 +0.3%
BBA
2317
Braun-Bostich & Associates
Pennsylvania
$835K -$22.2K -32 -3%
AWC
2318
Adamsbrown Wealth Consultants
Kansas
$833K +$33.9K +49 +4%
HC
2319
Hamilton Capital
Ohio
$832K +$102K +147 +14%
OIS
2320
Okabena Investment Services
Minnesota
$832K – – –
WW
2321
Westshore Wealth
California
$832K -$24.9K -36 -3%
BHC
2322
Bull Harbor Capital
Maryland
$830K +$811K +1,171 New
PWC
2323
Pathfinder Wealth Consulting
North Carolina
$830K -$25.6K -37 -3%
EWS
2324
Eagle Wealth Strategies
New Jersey
$829K – – –
ACM
2325
AUA Capital Management
Pennsylvania
$829K – – –
91 92
93
94 95