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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
801
Triad Financial Advisors
North Carolina
$2.05M -$124K -592 -6%
GSC
802
G&S Capital
Colorado
$2.04M +$242K +1,152 +14%
MGIA
803
Moneta Group Investment Advisors
Missouri
$2.04M +$470K +2,243 +32%
FHB
804
First Hawaiian Bank
Hawaii
$2.03M -$4.4K -21 -0.2%
PWP
805
Perfromance Wealth Partners
Illinois
$2.03M +$345K +1,645 +22%
ATC
806
Argent Trust Co
Tennessee
$2.02M +$99.4K +474 +6%
CCP
807
Corient Capital Partners
California
$2.02M +$276K +1,316 +17%
TT
808
TI-Trust
Illinois
$2.02M -$126K -600 -6%
WPW
809
Waldron Private Wealth
Pennsylvania
$2.02M +$40.5K +193 +2%
BIM
810
Baldwin Investment Management
Pennsylvania
$2.02M -$41.9K -200 -2%
AF
811
Advisornet Financial
Minnesota
$2.01M +$166K +792 +10%
OPA
812
Old Port Advisors
Maine
$2.01M -$6.71K -32 -0.3%
HA
813
Hamel Associates
New Jersey
$2M +$278K +1,325 +17%
PNC
814
Park National Corp
Ohio
$2M +$1.05K +5 +0.1%
WWM
815
Western Wealth Management
Colorado
$2M +$1.1M +5,261 +143%
AWM
816
Altium Wealth Management
New York
$1.99M +$274K +1,307 +17%
BAM
817
Belpointe Asset Management
Nevada
$1.98M -$9.44K -45 -0.5%
MCWS
818
McKinley Carter Wealth Services
West Virginia
$1.98M +$5.24K +25 +0.3%
AIC
819
Argus Investors Counsel
New York
$1.97M – – –
NGA
820
Naples Global Advisors
Florida
$1.97M +$1.26K +6 +0.1%
PFA
821
Pure Financial Advisors
California
$1.96M +$1.52M +7,230 +457%
AWAM
822
Appian Way Asset Management
New York
$1.96M +$1.85M +8,800 New
OA
823
Oxbow Advisors
Texas
$1.96M -$42.4K -202 -2%
VCA
824
Verdence Capital Advisors
Maryland
$1.96M +$130K +618 +8%
OIA
825
OneDigital Investment Advisors
Kansas
$1.95M +$81.2K +387 +5%
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