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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1051
Vivid Wealth Management
Iowa
$2.83M -$526K -1,233 -17%
GWMR
1052
GC Wealth Management RIA
Massachusetts
$2.82M +$1.07M +2,509 +74%
OCM
1053
Orleans Capital Management
Louisiana
$2.81M -$765K -1,793 -23%
DWM
1054
Drive Wealth Management
Utah
$2.81M -$1.28K -3 -0.1%
CWM
1055
Cordatus Wealth Management
Pennsylvania
$2.8M +$17.1K +40 +0.7%
SCM
1056
Sandler Capital Management
New York
$2.78M +$2.49M +5,835 New
CWS
1057
Confluence Wealth Services
Pennsylvania
$2.77M -$131K -308 -5%
IHL
1058
Investment House LLC
California
$2.77M – – –
SWA
1059
Stratos Wealth Advisors
Ohio
$2.77M -$2.13K -5 -0.1%
HA
1060
Huntleigh Advisors
Missouri
$2.76M +$79K +185 +3%
OBAM
1061
ODDO BHF Asset Management
France
$2.76M -$293K -687 -11%
HWA
1062
HHM Wealth Advisors
Tennessee
$2.75M -$52.5K -123 -2%
PCM
1063
Pinnbrook Capital Management
New York
$2.75M -$506K -1,186 -17%
TWM
1064
Trueblood Wealth Management
Ohio
$2.75M -$67.5K -158 -3%
WPW
1065
Watershed Private Wealth
Illinois
$2.75M – – –
EHWM
1066
Eads & Heald Wealth Management
Georgia
$2.75M -$118K -277 -5%
CD
1067
Chapin Davis
Maryland
$2.74M -$55.9K -131 -2%
MK
1068
MASTERINVEST Kapitalanlage
$2.72M -$795K -1,862 -25%
AIS
1069
AM Investment Strategies
Tennessee
$2.72M +$140K +329 +6%
ESB
1070
Essex Savings Bank
Connecticut
$2.71M -$42.7K -100 -2%
ACM
1071
Aljian Capital Management
Nevada
$2.71M -$84.1K -197 -3%
FNBSF
1072
First National Bank Sioux Falls
South Dakota
$2.7M – – –
AA
1073
Advisory Alpha
Michigan
$2.69M +$83.7K +196 +4%
BMC
1074
Beaton Management Company
Massachusetts
$2.67M – – –
SCM
1075
SIR Capital Management
New York
$2.67M +$2.39M +5,600 New
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