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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
3026
IMA Advisory Services
Colorado
$70.6K +$427 +1 +0.7%
RWM
3027
RMG Wealth Management
Wisconsin
$69.9K – – –
UOTTAIMCU
3028
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.2K – – –
GA
3029
Guerra Advisors
Florida
$67.8K +$60.6K +142 New
SAM
3030
Strive Asset Management
Ohio
$65.8K +$58.9K +138 New
CIA
3031
Cape Investment Advisory
Georgia
$65.4K -$134K -315 -70%
RBC
3032
Roble Belko & Company
Pennsylvania
$65K +$11.1K +26 +23%
MFT
3033
Moisand Fitzgerald Tamayo
Florida
$64.9K – – –
SR
3034
Syntax Research
Florida
$64.4K – – –
MEG
3035
Millstone Evans Group
Colorado
$63.9K – – –
GA
3036
GoalVest Advisory
New York
$63.5K – – –
EWP
3037
Elevation Wealth Partners
California
$62.1K +$11.5K +27 +26%
RWA
3038
Redmont Wealth Advisors
Illinois
$61.6K – – –
PPC
3039
Park Place Capital
Alabama
$59.2K – – –
RF
3040
Robinswood Financial
Washington
$59.2K – – –
HHGA
3041
Halbert Hargrove Global Advisors
California
$58.4K +$20.5K +48 +65%
PA
3042
Pineridge Advisors
Missouri
$55.8K – – –
EP
3043
Essential Partners
California
$54.4K +$24.3K +57 +100%
CG
3044
Curat Global
New Hampshire
$52.5K – – –
IAG
3045
Innovative Advisory Group
Massachusetts
$52.5K – – –
CIAS
3046
CBIZ Investment Advisory Services
Ohio
$51.1K +$3.84K +9 +9%
BAM
3047
Bellevue Asset Management
Washington
$50.7K – – –
EPW
3048
Evergreen Private Wealth
Colorado
$49.6K +$4.27K +10 +11%
WFA
3049
West Financial Advisors
Iowa
$49.1K – – –
NCM
3050
Northwest Capital Management
Oregon
$48.4K – – –
120 121
122
123 124