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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
976
Cross Staff Investments
New York
$2.58M – – –
WPC
977
Wedmont Private Capital
Pennsylvania
$2.57M +$188K +485 +7%
HWMO
978
Heritage Wealth Management (Ohio)
Ohio
$2.57M -$27.5K -71 -1%
EIP
979
Ellis Investment Partners
Pennsylvania
$2.56M -$257K -662 -9%
FFM
980
Forum Financial Management
Illinois
$2.56M +$347K +895 +15%
WWM
981
Western Wealth Management
Colorado
$2.55M +$5.82K +15 +0.2%
FSA
982
Franklin Street Advisors
North Carolina
$2.54M -$56.6K -146 -2%
DLCIG
983
D.L. Carlson Investment Group
New Hampshire
$2.54M -$33K -85 -1%
LTAS
984
Linden Thomas Advisory Services
North Carolina
$2.53M +$342K +883 +14%
FWM
985
Forefront Wealth Management
Pennsylvania
$2.53M +$2.71M +6,980 New
AA
986
Argent Advisors
Louisiana
$2.53M -$46.9K -121 -2%
SW
987
SVB Wealth
Massachusetts
$2.53M +$2.71M +6,978 New
QIM
988
Quest Investment Management
Oregon
$2.53M – – –
BA
989
BCM Advisors
Louisiana
$2.53M -$5.04K -13 -0.2%
MMA
990
Mizuho Markets Americas
New York
$2.52M -$3.81M -9,825 -59%
CPA
991
Court Place Advisors
Maryland
$2.51M -$275K -708 -9%
SIA
992
Schear Investment Advisers
Ohio
$2.49M +$91.5K +236 +4%
SF
993
Slagle Financial
Illinois
$2.49M +$101K +260 +4%
IA
994
Inspire Advisors
Idaho
$2.48M -$552K -1,423 -17%
DAS
995
DMKC Advisory Services
Iowa
$2.48M +$2.65M +6,829 New
SCA
996
STALEY CAPITAL ADVISERS
Pennsylvania
$2.47M – – –
GEA
997
Glen Eagle Advisors
New Jersey
$2.47M +$176K +453 +7%
HCM
998
Hilton Capital Management
New York
$2.46M – – –
TWM
999
Trueblood Wealth Management
Ohio
$2.45M +$78.3K +202 +3%
SSW
1000
Stone Summit Wealth
Florida
$2.45M +$12K +31 +0.5%
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