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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Massachusetts Wealth Management
Massachusetts
$2.34M – – –
EHWM
1027
Eads & Heald Wealth Management
Georgia
$2.34M +$120K +309 +5%
AWA
1028
Arkadios Wealth Advisors
Georgia
$2.33M -$91.9K -237 -4%
PWM
1029
Pinnacle Wealth Management
California
$2.33M -$33.7K -87 -1%
CA
1030
CGN Advisors
Kansas
$2.33M -$346K -892 -12%
IWS
1031
Insight Wealth Strategies
California
$2.33M +$63.2K +163 +3%
NW
1032
NewEdge Wealth
Pennsylvania
$2.33M +$506K +1,305 +26%
SFG
1033
SevenBridge Financial Group
Pennsylvania
$2.32M +$439K +1,132 +21%
GLR
1034
Great Lakes Retirement
Ohio
$2.31M +$45K +116 +2%
MWM
1035
MFG Wealth Management
Indiana
$2.31M +$2.47M +6,363 New
TSW
1036
Thompson Siegel & Walmsley
Virginia
$2.29M -$6.59K -17 -0.3%
RMC
1037
Resources Management Corp
Connecticut
$2.29M -$104K -269 -4%
HCA
1038
Heck Capital Advisors
Wisconsin
$2.28M +$1.45M +3,748 +147%
CT
1039
Coastline Trust
Rhode Island
$2.28M -$34.5K -89 -1%
GLA
1040
Good Life Advisors
Pennsylvania
$2.28M -$2.65M -6,829 -52%
CCMG
1041
Clark Capital Management Group
Pennsylvania
$2.27M +$126K +326 +5%
FCA
1042
FLC Capital Advisors
California
$2.27M -$399K -1,030 -14%
APP
1043
Avantax Planning Partners
Iowa
$2.27M -$91.1K -235 -4%
RWA
1044
River Wealth Advisors
Pennsylvania
$2.27M -$19.4K -50 -0.8%
WAM
1045
Wolverine Asset Management
Illinois
$2.27M +$2.31M +5,969 +2,132%
JSL
1046
JT Stratford LLC
Georgia
$2.27M -$865K -2,230 -26%
RAM
1047
Ramirez Asset Management
New York
$2.26M – – –
WAM
1048
Weatherly Asset Management
California
$2.25M +$9.7K +25 +0.4%
HTC
1049
Haverford Trust Company
Pennsylvania
$2.24M -$14.7K -38 -0.6%
CCA
1050
Checchi Capital Advisers
California
$2.24M +$17.5K +45 +0.7%
40 41
42
43 44