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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
2551
Coston McIsaac & Partners
Maine
$110K +$7.28K +21 +7%
CWC
2552
Carolinas Wealth Consulting
North Carolina
$107K -$347 -1 -0.3%
AWM
2553
Atticus Wealth Management
Florida
$105K +$3.12K +9 +3%
MBFW
2554
Morton Brown Family Wealth
Pennsylvania
$103K – – –
JWM
2555
Janiczek Wealth Management
Colorado
$101K -$11.1K -32 -10%
SP
2556
SWS Partners
Ohio
$98K +$102K +294 New
AW
2557
Avion Wealth
Texas
$94K +$3.12K +9 +3%
PFA
2558
Pathway Financial Advisers
Indiana
$93.6K +$1.04K +3 +1%
BL
2559
BFSG LLC
California
$91.6K -$139K -401 -59%
MAM
2560
Meeder Asset Management
Ohio
$89.9K -$288K -830 -75%
BHWM
2561
Bay Harbor Wealth Management
Maryland
$87.3K – – –
CB
2562
Centennial Bank
Arkansas
$86.9K +$45.1K +130 +99%
HWM
2563
Horizons Wealth Management
North Carolina
$86.7K +$13.5K +39 +18%
HGA
2564
Hobbs Group Advisors
South Carolina
$86.3K +$89.8K +259 New
PCA
2565
Providence Capital Advisors
North Carolina
$85.9K +$4.51K +13 +5%
KWAG
2566
Kiely Wealth Advisory Group
North Carolina
$83.7K – – –
GA
2567
GoalVest Advisory
New York
$83.3K -$15.9K -46 -16%
SJIM
2568
St. Johns Investment Management
Florida
$83.3K – – –
JFA
2569
JNBA Financial Advisors
Minnesota
$81.9K – – –
CYG
2570
Clean Yield Group
Vermont
$81.6K – – –
WPA
2571
West Paces Advisors
Georgia
$81.3K -$1.73K -5 -2%
MFA
2572
McClarren Financial Advisors
Pennsylvania
$79K +$125K +360 +118%
KPP
2573
Kings Path Partners
Texas
$78.9K +$82.2K +237 New
BC
2574
Barrett & Company
Rhode Island
$77K -$17.7K -51 -18%
POIA
2575
Pin Oak Investment Advisors
Texas
$77K – – –
101 102
103
104 105