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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2951
Manitou Investment Management
Ontario, Canada
$25.2K – – –
EPIMS
2952
Evelyn Partners Investment Management Services
$24.5K -$50K -150 -70%
MAM
2953
Meeder Asset Management
Ohio
$23.7K -$37.7K -113 -65%
SHM
2954
Sagard Holdings Management
Ontario, Canada
$23.7K +$20.3K +61 New
LWMI
2955
Legacy Wealth Management (Idaho)
Idaho
$22.9K – – –
LIS
2956
Legacy Investment Solutions
Idaho
$22.9K +$19.7K +59 New
ACM
2957
Anfield Capital Management
California
$22.9K – – –
IWM
2958
Inlight Wealth Management
Georgia
$22.5K – – –
EP
2959
Essential Partners
California
$22.1K +$19K +57 New
KSWA
2960
Kathleen S. Wright Associates
Pennsylvania
$21K – – –
DWM
2961
Dogwood Wealth Management
Kansas
$20.9K -$622K -1,866 -97%
FRA
2962
Front Row Advisors
California
$19.8K – – –
FA
2963
Financial Avengers
California
$19.4K – – –
TFM
2964
TFC Financial Management
Massachusetts
$18.3K +$4.33K +13 +38%
RWM
2965
Raffa Wealth Management
District of Columbia
$17.1K – – –
ACA
2966
Atlas Capital Advisors
Wyoming
$16.7K -$16K -48 -53%
CFG
2967
Chapman Financial Group
Hawaii
$16.3K +$14K +42 New
PCM
2968
Penserra Capital Management
California
$16K – – –
BFS
2969
Burkett Financial Services
South Carolina
$15.8K – – –
AP
2970
Aspect Partners
Virginia
$15.1K -$8.67K -26 -40%
CWM
2971
Copia Wealth Management
Oregon
$14.7K – – –
CWM
2972
Consultiva Wealth Management
Puerto Rico
$14.4K – – –
FGA
2973
Fortis Group Advisors
New Jersey
$14.4K – – –
ACM
2974
Accent Capital Management
Ohio
$14.4K +$12.3K +37 New
IRAG
2975
Investment Research & Advisory Group
Georgia
$13.7K – – –
117 118
119
120 121