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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2551
Certified Advisory Corp
Florida
$939K +$76.4K +87 +11%
PAG
2552
Private Advisory Group
Washington
$938K +$878 +1 +0.1%
WAM
2553
Winslow Asset Management
Ohio
$937K -$4.39K -5 -0.6%
IWA
2554
Inspirion Wealth Advisors
Illinois
$936K +$9.66K +11 +1%
SC
2555
Sepio Capital
Utah
$933K -$85.2K -97 -10%
NCM
2556
Novare Capital Management
North Carolina
$931K -$24.6K -28 -3%
WCCM
2557
Willow Creek Capital Management
Montana
$931K +$768K +874 New
DO
2558
denkapparat Operations
Germany
$931K – – –
LEA
2559
Legacy Edge Advisors
New York
$930K -$24.6K -28 -3%
TW
2560
Towerpoint Wealth
California
$929K +$479K +545 +167%
EA
2561
Eclectic Associates
California
$928K -$7.03K -8 -0.9%
OFO
2562
OneAscent Family Office
Alabama
$928K +$424K +483 +124%
LGG
2563
Luts & Greenleigh Group
Maryland
$928K -$18.4K -21 -2%
SHGA
2564
Sand Hill Global Advisors
California
$928K -$19.3K -22 -2%
RSVP
2565
Ramsay Stattman Vela & Price
Colorado
$926K -$105K -120 -12%
KOC
2566
Koss-Olinger Consulting
Florida
$926K -$192K -218 -20%
AIFAIM
2567
American Institute for Advanced Investment Management
Arizona
$925K – – –
CWM
2568
ClientFirst Wealth Management
Arkansas
$925K – – –
PWA
2569
Phoenix Wealth Advisors
North Carolina
$923K +$192K +219 +34%
HAS
2570
Holland Advisory Services
Florida
$921K – – –
FVWA
2571
Foster Victor Wealth Advisors
South Carolina
$920K +$152K +173 +21%
WH
2572
Wallace Hart
Kentucky
$920K +$759K +864 New
ONST
2573
Old North State Trust
North Carolina
$920K – – –
MFG
2574
Monte Financial Group
Connecticut
$916K -$18.4K -21 -2%
Vanguard National Trust
2575
Vanguard National Trust
Pennsylvania
$916K -$131K -149 -15%