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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
851
Concord Wealth Partners
Virginia
$6.92M +$465K +672 +7%
WIS
852
Wright Investors Service
Connecticut
$6.91M -$769K -1,110 -10%
MCM
853
MV Capital Management
Maryland
$6.91M -$457K -660 -6%
TFS
854
Thoroughbred Financial Services
Tennessee
$6.91M +$52.6K +76 +0.8%
DA
855
Denali Advisors
California
$6.87M +$2.08K +3 +0%
TW
856
Titan Wealth
$6.87M -$1.01M -1,454 -13%
RBWA
857
RFG - Bristol Wealth Advisors
Massachusetts
$6.86M -$75.5K -109 -1%
CWG
858
Cornerstone Wealth Group
North Carolina
$6.86M -$411K -594 -6%
SCM
859
Stonebridge Capital Management
California
$6.85M +$6.7M +9,672 New
LWP
860
LMG Wealth Partners
Louisiana
$6.85M -$27.7K -40 -0.4%
TL
861
Tradewinds LLC
North Carolina
$6.84M +$14.5K +21 +0.3%
MCWS
862
McKinley Carter Wealth Services
West Virginia
$6.81M -$205K -296 -3%
RF
863
Robbins Farley
New Hampshire
$6.8M -$1.49M -2,146 -18%
SCA
864
Snowden Capital Advisors
New York
$6.78M +$178K +257 +3%
JF
865
Jericho Financial
Ohio
$6.77M -$1.09M -1,572 -14%
ISFAN
866
Investor's Fiduciary Advisor Network
Washington
$6.76M -$133K -192 -2%
HZ
867
Hixon Zuercher
Ohio
$6.75M -$208K -301 -3%
RA
868
RFG Advisory
Alabama
$6.74M +$100K +145 +2%
CRC
869
Curi RMB Capital
Illinois
$6.73M -$79.7K -115 -1%
LA
870
Lifeworks Advisors
Michigan
$6.73M -$837K -1,208 -11%
CA
871
Cumberland Advisors
Florida
$6.73M – – –
RWA
872
River Wealth Advisors
Pennsylvania
$6.73M +$1.27M +1,832 +24%
WSC
873
Wellington Shields & Co
New York
$6.72M +$45.7K +66 +0.7%
LF
874
Longbow Finance
Switzerland
$6.71M -$3.24M -4,678 -33%
OCAM
875
Onex Canada Asset Management
Ontario, Canada
$6.71M -$229K -330 -3%
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