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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1026
Taylor Hoffman Wealth Management
Virginia
$382K -$61.1K -478 -13%
AT
1027
Arden Trust
Delaware
$380K -$45.1K -353 -10%
CAAS
1028
Capital Asset Advisory Services
Michigan
$379K +$22.9K +179 +5%
CST
1029
Charles Schwab Trust
Nevada
$378K -$88.1K -690 -17%
SCA
1030
Sippican Capital Advisors
Massachusetts
$377K +$31.9K +250 +8%
HIA
1031
Harbor Investment Advisory
Maryland
$377K +$46.2K +362 +13%
HCA
1032
Heck Capital Advisors
Wisconsin
$374K +$166K +1,297 +67%
PFA
1033
Pathway Financial Advisors
Vermont
$374K – – –
AWA
1034
Arkadios Wealth Advisors
Georgia
$372K +$3.07K +24 +0.8%
CBT
1035
Capital Bank & Trust
California
$369K -$9.07K -71 -2%
CB
1036
CNB Bank
Pennsylvania
$369K +$12.8K +100 +3%
AF
1037
Arrow Financial
New York
$368K +$3.83K +30 +1%
HWA
1038
HHM Wealth Advisors
Tennessee
$368K +$35.8K +280 +10%
CCG
1039
Ceeto Capital Group
Florida
$368K +$150K +1,173 +59%
CIC
1040
Carnegie Investment Counsel
Ohio
$367K -$44.7K -350 -10%
SWM
1041
SVA Wealth Management
Wisconsin
$366K -$19.3K -151 -5%
IIA
1042
IPG Investment Advisors
California
$363K -$25.5K -200 -6%
VWM
1043
Vigilare Wealth Management
Arizona
$363K -$124K -968 -24%
PP
1044
PrairieView Partners
Minnesota
$363K +$2.17K +17 +0.5%
AF
1045
Affiance Financial
Minnesota
$361K – – –
AAMC
1046
Asset Allocation & Management Company
Illinois
$360K +$83K +650 +27%
TFA
1047
Teamwork Financial Advisors
Texas
$359K -$615K -4,816 -61%
ATPW
1048
Ashton Thomas Private Wealth
Arizona
$357K +$43.8K +343 +13%
NPPM
1049
North Point Portfolio Managers
Ohio
$357K – – –
OPS
1050
Orion Portfolio Solutions
Nebraska
$355K +$7.28K +57 +2%
40 41
42
43 44