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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2401
CJM Wealth Advisers
Virginia
$762K -$91.4K -132 -11%
SFC
2402
SYM Financial Corp
Indiana
$761K +$19.4K +28 +3%
GCA
2403
Greenwood Capital Associates
South Carolina
$761K – – –
LFGO
2404
Legacy Financial Group (Oklahoma)
Oklahoma
$761K -$2.08K -3 -0.3%
WDG
2405
Wealth Dimensions Group
Ohio
$759K -$6.93K -10 -0.9%
DOA
2406
D'Orazio & Associates
Virginia
$758K +$5.54K +8 +0.8%
CFGSD
2407
Compass Financial Group (South Dakota)
South Dakota
$754K +$693 +1 +0.1%
CWG
2408
Crown Wealth Group
North Carolina
$754K +$29.1K +42 +4%
EL
2409
EWA LLC
Pennsylvania
$754K +$118K +170 +19%
OFA
2410
Onyx Financial Advisors
Idaho
$754K +$1.39K +2 +0.2%
SW
2411
SkyOak Wealth
Michigan
$754K – – –
VCAM
2412
Van Cleef Asset Management
Ohio
$753K -$17.3K -25 -2%
PWP
2413
Phillips Wealth Planners
Mississippi
$752K -$77.6K -112 -12%
CPW
2414
Crestmont Private Wealth
Texas
$751K +$43.6K +63 +6%
PIP
2415
Peachtree Investment Partners
Florida
$751K +$16.6K +24 +2%
FAM
2416
Formidable Asset Management
Ohio
$749K +$18K +26 +2%
RIS
2417
Richmond Investment Services
Wisconsin
$749K +$171K +247 +30%
MWA
2418
Miller Wealth Advisors
Colorado
$748K – – –
GCA
2419
Gradient Capital Advisors
California
$748K -$44.3K -64 -6%
NBWM
2420
North Berkeley Wealth Management
California
$747K -$120K -173 -14%
WAOI
2421
Wealth Advisors of Iowa
Iowa
$747K +$693 +1 +0.1%
WSFG
2422
Wall Street Financial Group
Illinois
$746K +$41.6K +60 +6%
SP
2423
Stonebrook Private
Michigan
$745K +$22.9K +33 +3%
MJRIC
2424
Mogy Joel R Investment Counsel
California
$744K -$104K -150 -13%
FBC
2425
Fairfield, Bush & Co
Connecticut
$744K -$34.6K -50 -5%
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