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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2351
Crane Advisory
California
$298K – – –
CPW
2352
Crestmont Private Wealth
Texas
$297K +$28.1K +79 +10%
HIA
2353
HTG Investment Advisors
Connecticut
$297K – – –
1IA
2354
1834 Investment Advisors
Wisconsin
$297K -$53.1K -149 -14%
MKW
2355
Mullaney, Keating & Wright
Connecticut
$297K – – –
SEP
2356
Southland Equity Partners
Missouri
$296K +$5.7K +16 +2%
STA
2357
Smith Thornton Advisors
Alabama
$296K – – –
PWP
2358
Phillips Wealth Planners
Mississippi
$295K +$69.8K +196 +24%
HC
2359
Hamilton Capital
Ohio
$295K +$2.49K +7 +0.8%
CWM
2360
Chemistry Wealth Management
New York
$294K – – –
CAM
2361
Costello Asset Management
Pennsylvania
$294K -$211K -591 -40%
MCA
2362
Magnolia Capital Advisors
Mississippi
$293K -$17.8K -50 -5%
IAP
2363
Indie Asset Partners
Indiana
$292K -$120K -337 -28%
KFGK
2364
Keystone Financial Group (Kentucky)
Kentucky
$292K -$21.4K -60 -6%
SWA
2365
Strategies Wealth Advisors
Michigan
$291K +$314K +882 New
MCM
2366
Maple Capital Management
Vermont
$291K +$61.3K +172 +24%
EA
2367
Eclectic Associates
California
$290K – – –
KWM
2368
Keebeck Wealth Management
Illinois
$290K +$31K +87 +11%
LF
2369
LifePlan Financial
Minnesota
$290K +$313K +879 New
WWMSC
2370
Wagner Wealth Management (South Carolina)
South Carolina
$289K +$74.4K +209 +31%
WA
2371
Waterford Advisors
New York
$289K – – –
RCM
2372
Requisite Capital Management
Texas
$289K -$2.49K -7 -0.8%
AWM
2373
Adams Wealth Management
Utah
$289K – – –
CI
2374
CacheTech Inc
Utah
$289K – – –
CWMGO
2375
Capstone Wealth Management Group (Oregon)
Oregon
$289K +$356 +1 +0.1%
93 94
95
96 97