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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
TownSquare Capital
Utah
$546K -$103K -809 -18%
FPCP
927
Fort Point Capital Partners
California
$546K -$16.8K -132 -3%
BFM
928
Boston Financial Management
Massachusetts
$545K +$174K +1,370 +47%
HWA
929
HCR Wealth Advisors
California
$542K -$90.8K -715 -15%
BIM
930
Baldwin Investment Management
Pennsylvania
$540K -$12.7K -100 -2%
HVIA
931
Hudson Valley Investment Advisors
New York
$539K -$19.7K -155 -4%
IIA
932
IPG Investment Advisors
California
$538K – – –
TAM
933
Taurus Asset Management
New York
$536K – – –
DSC
934
Duncker Streett & Co
Missouri
$533K -$25.4K -200 -5%
CFS
935
CRA Financial Services
New Jersey
$531K -$72.3K -569 -12%
FIM
936
Frontier Investment Management
Texas
$530K -$12.5K -98 -2%
TMAM
937
Tokio Marine Asset Management
Japan
$528K -$63.8K -502 -11%
LF
938
Lantz Financial
Illinois
$526K +$127 +1 +0%
SBWM
939
Sunflower Bank Wealth Management
Arizona
$524K – – –
SCP
940
Syntal Capital Partners
Texas
$522K -$384K -3,025 -41%
WWM
941
Western Wealth Management
Colorado
$522K +$63K +496 +14%
SIM
942
Sonora Investment Management
Arizona
$521K +$33.8K +266 +7%
KWMG
943
King Wealth Management Group
Florida
$520K +$381 +3 +0.1%
SWA
944
Sutton Wealth Advisors
Florida
$520K – – –
PWM
945
Perigon Wealth Management
California
$519K +$503K +3,958 New
IA
946
IFG Advisory
Georgia
$518K +$19.2K +151 +4%
AWA
947
ARS Wealth Advisors
Florida
$512K – – –
BHBT
948
Burke & Herbert Bank & Trust
Virginia
$511K – – –
LWAC
949
Laurel Wealth Advisors (California)
California
$511K +$115K +905 +29%
PCG
950
Private Capital Group
Connecticut
$510K +$86K +677 +20%
36 37
38
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