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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
2376
Leibman Financial Services
Nebraska
$291K – – –
HAG
2377
HF Advisory Group
Maryland
$290K – – –
PCMM
2378
Piedmont Capital Management (Montana)
Montana
$289K -$10K -29 -4%
EI
2379
EDMP Inc
Florida
$289K -$50.8K -147 -17%
CRI
2380
Colonial River Investments
Virginia
$287K -$2.07K -6 -0.8%
BW
2381
BIP Wealth
Georgia
$287K +$253K +732 New
TC
2382
Trilogy Capital
California
$286K +$11.7K +34 +5%
WFA
2383
Websterrogers Financial Advisors
South Carolina
$286K – – –
AGWCA
2384
Annis Gardner Whiting Capital Advisors
Florida
$285K -$92.6K -268 -27%
MPW
2385
Monterey Private Wealth
California
$284K -$71.5K -207 -22%
CFP
2386
Cascade Financial Partners
California
$284K – – –
PFWA
2387
Paces Ferry Wealth Advisors
Georgia
$282K -$691 -2 -0.3%
BSTWA
2388
Blake Schutter Theil Wealth Advisors
Ohio
$282K +$249K +720 New
HCA
2389
Hyperion Capital Advisors
New York
$282K +$249K +720 New
MSAM
2390
Moloney Securities Asset Management
Missouri
$282K -$77.7K -225 -24%
FL
2391
Fort LP
Maryland
$281K -$14.8K -43 -6%
GFPC
2392
Global Financial Private Client
Florida
$280K +$5.18K +15 +2%
UIA
2393
Ulland Investment Advisors
Minnesota
$280K – – –
KCM
2394
Kendall Capital Management
Maryland
$279K – – –
RGC
2395
Roberts, Glore & Co
Illinois
$279K – – –
RFA
2396
ROI Financial Advisors
Oregon
$279K +$247K +714 New
JF
2397
Jump Financial
Illinois
$279K -$2.09M -6,060 -89%
FWM
2398
Forza Wealth Management
Florida
$279K +$246K +713 New
DA
2399
Dover Advisors
Virginia
$278K – – –
EA
2400
Enclave Advisors
Texas
$278K +$246K +712 New
94 95
96
97 98