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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2326
TMD Wealth Management
Arizona
$208K +$182K +702 New
OL
2327
Owen LaRue
Kentucky
$207K +$182K +701 New
GFPC
2328
Global Financial Private Client
Florida
$207K – – –
TCOK
2329
Trust Company of Kansas
Kansas
$207K +$182K +701 New
MWM
2330
Meritas Wealth Management
California
$207K +$182K +700 New
NCM
2331
Northside Capital Management
Oregon
$207K +$182K +700 New
PM
2332
Penbrook Management
New York
$207K +$182K +700 New
SRC
2333
Stone Run Capital
New York
$207K +$182K +700 New
KCFA
2334
Key Client Fiduciary Advisors
New Jersey
$206K +$181K +698 New
KWM
2335
Keebeck Wealth Management
Illinois
$206K +$181K +698 New
PHS
2336
Pekin Hardy Strauss
Illinois
$206K +$181K +698 New
ISWM
2337
Independent Solutions Wealth Management
New York
$206K +$181K +697 New
CAM
2338
Claret Asset Management
Quebec, Canada
$206K +$181K +696 New
CCG
2339
Chatham Capital Group
Georgia
$206K +$180K +695 New
CCFM
2340
Clear Creek Financial Management
Washington
$205K -$67.2K -259 -27%
NFC
2341
Northeast Financial Consultants
Connecticut
$205K +$180K +692 New
HBT
2342
Hills Bank & Trust
Iowa
$204K – – –
SWP
2343
Semus Wealth Partners
Florida
$204K +$179K +690 New
EFM
2344
E Fund Management
China
$204K -$27.8K -107 -13%
ACM
2345
AlphaStar Capital Management
North Carolina
$204K +$179K +689 New
SPWM
2346
Spartan Planning & Wealth Management
North Carolina
$203K -$24.4K -94 -12%
PSB
2347
Piscataqua Savings Bank
New Hampshire
$203K – – –
WAAG
2348
Wealth Alliance Advisory Group
Kansas
$203K +$178K +685 New
GFL
2349
Granite FO LLC
New Hampshire
$203K – – –
KOMWMG
2350
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$202K +$177K +684 New
92 93
94
95 96