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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2401
Ballew Advisors
Mississippi
$338K -$9.67K -29 -3%
BWP
2402
Burling Wealth Partners
Illinois
$338K -$33.3K -100 -10%
CCM
2403
Cullen Capital Management
New York
$337K – – –
GHA
2404
GW Henssler & Associates
Georgia
$337K -$50K -150 -15%
GAM
2405
GEM Asset Management
Michigan
$336K +$69.7K +209 +32%
HAS
2406
Holland Advisory Services
Florida
$335K +$333 +1 +0.1%
MWP
2407
Madison Wealth Partners
Wisconsin
$335K – – –
HFP
2408
Holistic Financial Partners
Indiana
$334K +$29.7K +89 +12%
JWM
2409
Jupiter Wealth Management
Colorado
$334K – – –
BWP
2410
Barlow Wealth Partners
Kentucky
$333K – – –
WFAG
2411
Wescott Financial Advisory Group
Pennsylvania
$332K +$5K +15 +2%
MWPCG
2412
Measured Wealth Private Client Group
New Hampshire
$331K -$155K -464 -35%
PG
2413
Prostatis Group
Maryland
$331K -$58.7K -176 -17%
PCS
2414
Personal CFO Solutions
New Jersey
$331K +$2.67K +8 +0.9%
WWC
2415
Waypoint Wealth Counsel
Georgia
$331K +$3.33K +10 +1%
AWM
2416
Arista Wealth Management
Nevada
$330K +$284K +851 New
FC
2417
Financial Council
Maryland
$330K – – –
MPIA
2418
Milestones Private Investment Advisors
New York
$330K +$283K +850 New
OFW
2419
Omnia Family Wealth
Florida
$330K +$28K +84 +11%
PWA
2420
Peterson Wealth Advisors
Utah
$330K +$29.7K +89 +12%
QFW
2421
QTR Family Wealth
Florida
$329K +$10.3K +31 +4%
AC
2422
Allstate Corporation
Illinois
$329K -$3.95M -11,852 -93%
BSSFA
2423
Baron Silver Stevens Financial Advisors
Florida
$328K +$21K +63 +8%
KFGK
2424
Keystone Financial Group (Kentucky)
Kentucky
$328K -$13.3K -40 -5%
MEAC
2425
M.E. Allison & Co
Texas
$328K +$333 +1 +0.1%
95 96
97
98 99