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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
2651
GW Henssler & Associates
Georgia
$579K +$34.6K +50 +7%
BA
2652
Ballew Advisors
Mississippi
$578K -$67.9K -98 -12%
SPAS
2653
Spectrum Planning & Advisory Services
California
$578K -$25.6K -37 -4%
PCM
2654
Prelude Capital Management
New York
$576K -$24.2K -35 -4%
OCPWS
2655
One Charles Private Wealth Services
Massachusetts
$576K – – –
FAFN
2656
First Affirmative Financial Network
Colorado
$575K +$562K +812 New
VWM
2657
Vigilare Wealth Management
Arizona
$575K – – –
PAM
2658
PCG Asset Management
New Jersey
$574K -$41.6K -60 -7%
TWM
2659
TCFG Wealth Management
California
$574K -$5.54K -8 -1%
TIA
2660
TCFG Investment Advisors
California
$574K +$561K +810 New
IRP
2661
Investment Research Partners
Pennsylvania
$573K – – –
TBT
2662
Texas Bank & Trust
Texas
$571K +$18.7K +27 +3%
WTB
2663
Washington Trust Bank
Washington
$570K -$134K -193 -19%
SRCM
2664
Signature Resources Capital Management
California
$570K -$12.5K -18 -2%
PCH
2665
PGIM Custom Harvest
New Jersey
$569K +$92.8K +134 +20%
AF
2666
Atala Financial
California
$569K +$9K +13 +2%
CA
2667
Crane Advisory
California
$569K – – –
BCP
2668
Berkeley Capital Partners
Georgia
$567K +$63K +91 +13%
MVA
2669
Mount Vernon Associates
Maryland
$567K – – –
AWF
2670
Alpha Wealth Funds
Utah
$567K -$139K -200 -20%
AFM
2671
Aspetuck Financial Management
Connecticut
$567K – – –
DA
2672
Dover Advisors
Virginia
$565K -$144K -208 -21%
DWM
2673
DecisionMap Wealth Management
Virginia
$564K -$4.85K -7 -0.9%
TA
2674
TrueWealth Advisors
Alabama
$563K -$33.2K -48 -6%
CAC
2675
Certified Advisory Corp
Florida
$563K +$72.7K +105 +15%
105 106
107
108 109