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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1076
Transcend Capital Advisors
New Jersey
$741K +$174K +950 +27%
RMDI
1077
R.M. Davis Inc
Maine
$739K -$56.1K -307 -6%
JWA
1078
JFS Wealth Advisors
Pennsylvania
$739K +$5.12K +28 +0.6%
WMP
1079
Wealth Management Partners
Arizona
$738K – – –
VCM
1080
Vigilant Capital Management
Maine
$738K +$5.48K +30 +0.7%
CB
1081
Cadence Bank
Mississippi
$738K +$110K +600 +15%
AIS
1082
AM Investment Strategies
Tennessee
$736K +$183 +1 +0%
CIA
1083
Choate Investment Advisors
Massachusetts
$734K – – –
OWIM
1084
Old West Investment Management
California
$731K -$36.5K -200 -4%
BSA
1085
Braun Stacey Associates
New York
$730K -$422K -2,310 -34%
FFM
1086
Forum Financial Management
Illinois
$729K -$108K -591 -12%
HCA
1087
Heck Capital Advisors
Wisconsin
$729K +$7.67K +42 +1%
ACM
1088
AlphaStar Capital Management
North Carolina
$725K -$657K -3,598 -45%
BFO
1089
Biltmore Family Office
North Carolina
$724K – – –
HFA
1090
High Falls Advisors
New York
$724K +$731 +4 +0.1%
TPWA
1091
TRUE Private Wealth Advisors
Oregon
$720K -$41.3K -226 -5%
XF
1092
XML Financial
Maryland
$718K +$159K +869 +25%
HNWAG
1093
High Net Worth Advisory Group
Florida
$717K – – –
OPS
1094
Orion Portfolio Solutions
Nebraska
$717K +$34.3K +188 +4%
OCM
1095
Orleans Capital Management
Louisiana
$716K -$40.2K -220 -5%
S
1096
Seeyond
France
$715K -$43.5K -238 -5%
AWA
1097
Acorn Wealth Advisors
Michigan
$714K +$368K +2,014 +86%
BHBT
1098
Burke & Herbert Bank & Trust
Virginia
$713K – – –
IGGA
1099
Iron Gate Global Advisors
Utah
$713K +$183 +1 +0%
BG
1100
Bahl & Gaynor
Ohio
$711K -$532K -2,910 -40%
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