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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2401
Capital Analysts LLC
Pennsylvania
$318K +$7.76K +20 +2%
AWM
2402
Adams Wealth Management
Utah
$318K – – –
CI
2403
CacheTech Inc
Utah
$318K – – –
WFAG
2404
Wescott Financial Advisory Group
Pennsylvania
$317K +$18.6K +48 +6%
WCM
2405
Wedge Capital Management
North Carolina
$317K – – –
CWMGO
2406
Capstone Wealth Management Group (Oregon)
Oregon
$317K +$339K +874 New
HC
2407
Hourglass Capital
Texas
$316K – – –
LGG
2408
Luts & Greenleigh Group
Maryland
$316K -$1.16K -3 -0.3%
CCM
2409
Cullen Capital Management
New York
$315K -$12K -31 -3%
RFA
2410
ROI Financial Advisors
Oregon
$315K +$60.1K +155 +22%
LPAM
2411
Lodestar Private Asset Management
California
$315K -$23.3K -60 -6%
VP
2412
Verum Partners
North Carolina
$314K +$3.49K +9 +1%
RWM
2413
Revisor Wealth Management
Ohio
$313K -$133K -342 -28%
HAS
2414
Holland Advisory Services
Florida
$313K +$388 +1 +0.1%
LP
2415
LMR Partners
United Kingdom
$313K +$334K +860 +43,000%
BDF
2416
Black Diamond Financial
Maryland
$311K -$37.6K -97 -10%
CWG
2417
Crown Wealth Group
North Carolina
$310K +$5.82K +15 +2%
GW
2418
Griffith & Werner
Georgia
$310K +$331K +854 New
SBWIC
2419
Schaper Benz & Wise Investment Counsel
Wisconsin
$309K – – –
DWM
2420
Dechtman Wealth Management
Colorado
$309K +$74.5K +192 +29%
1L
2421
10Elms LLP
Oklahoma
$309K +$330K +852 New
FC
2422
Financial Council
Maryland
$308K – – –
NFA
2423
Northwest Financial Advisors
Virginia
$308K – – –
ST
2424
Sabal Trust
Florida
$308K -$19.4K -50 -6%
HL
2425
HeadInvest LLC
Maine
$307K -$19.4K -50 -6%
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97
98 99