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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
826
Triad Financial Advisors
North Carolina
$2.12M +$1.21K +5 +0.1%
AFG
827
Atomi Financial Group
New York
$2.11M +$2.23M +9,241 New
BIM
828
Baldwin Investment Management
Pennsylvania
$2.11M -$22.5K -93 -1%
SFS
829
Sowell Financial Services
Arkansas
$2.11M -$1.28M -5,287 -36%
MGIA
830
Moneta Group Investment Advisors
Missouri
$2.11M +$56.3K +233 +3%
HSA
831
HBK Sorce Advisory
Pennsylvania
$2.11M -$2.17M -8,988 -49%
CWAF
832
Core Wealth Advisors (Florida)
Florida
$2.11M +$268K +1,109 +14%
WAP
833
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$33.8K +140 +2%
BAMF
834
BI Asset Management Fondsmaeglerselskab
Denmark
$2.09M +$108K +446 +5%
FWM
835
Finer Wealth Management
Massachusetts
$2.09M +$6.04K +25 +0.3%
HI
836
Hoey Investments
Pennsylvania
$2.08M +$52.7K +218 +2%
JCM
837
Jag Capital Management
Missouri
$2.08M +$25.4K +105 +1%
SW
838
SVB Wealth
Massachusetts
$2.07M -$129K -535 -6%
MAS
839
Meeder Advisory Services
Ohio
$2.06M +$13.1K +54 +0.6%
PNC
840
Park National Corp
Ohio
$2.06M +$46.2K +191 +2%
VVP
841
Venture Visionary Partners
Ohio
$2.05M +$14.3K +59 +0.7%
WSFS
842
Wilmington Savings Fund Society
Delaware
$2.05M -$3.63K -15 -0.2%
EL
843
EMFO LLC
Florida
$2.04M – – –
NP
844
Nilsine Partners
Colorado
$2.03M +$2.15M +8,875 New
JFG
845
Jefferies Financial Group
New York
$2.03M -$15.7M -64,746 -88%
CAM
846
Cresset Asset Management
Illinois
$2.02M -$244K -1,009 -10%
PFA
847
Pure Financial Advisors
California
$2.02M +$20.5K +85 +1%
SSWM
848
Smith Salley Wealth Management
North Carolina
$2.02M +$39.9K +165 +2%
CAAS
849
Capital Asset Advisory Services
Michigan
$2.01M -$69.9K -289 -3%
VWA
850
V Wealth Advisors
Kansas
$2.01M +$168K +695 +9%
32 33
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35 36