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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
1076
Eagle Rock Investment Company
Georgia
$1.41M -$40.1K -148 -3%
AMG
1077
Advisors Management Group
Wisconsin
$1.41M -$12.5K -46 -0.9%
AWM
1078
Accurate Wealth Management
Florida
$1.41M +$184K +678 +15%
GPA
1079
Garrison Point Advisors
California
$1.41M -$52.9K -195 -4%
CCFCSB
1080
Cape Cod Five Cents Savings Bank
Massachusetts
$1.41M +$669K +2,466 +92%
FCB
1081
First County Bank
Connecticut
$1.4M +$35.5K +131 +3%
IFWM
1082
Institute for Wealth Management
Colorado
$1.4M -$3.53K -13 -0.3%
ANB
1083
Amarillo National Bank
Texas
$1.4M -$27.1K -100 -2%
WFM
1084
Wolff Financial Management
Michigan
$1.4M +$1.39M +5,130 New
GFS
1085
GYL Financial Synergies
Connecticut
$1.4M +$6.51K +24 +0.5%
CS
1086
Comerica Securities
Michigan
$1.39M -$26.9K -99 -2%
XWM
1087
Xcel Wealth Management
Florida
$1.39M -$13K -48 -0.9%
RIA
1088
Realta Investment Advisors
Delaware
$1.39M -$40.7K -150 -3%
NW
1089
Naviter Wealth
Arkansas
$1.39M +$37.7K +139 +3%
CAM
1090
Costello Asset Management
Pennsylvania
$1.38M -$24.4K -90 -2%
AAB
1091
ABN AMRO Bank
Netherlands
$1.38M +$271K +1,000 +25%
CFGS
1092
Concourse Financial Group Securities
Alabama
$1.37M -$40.1K -148 -3%
DFA
1093
DHJJ Financial Advisors
Illinois
$1.37M -$163K -601 -11%
MF
1094
Manchester Financial
California
$1.36M -$74.6K -275 -5%
EWA
1095
Exencial Wealth Advisors
Oklahoma
$1.35M +$876K +3,229 +188%
WANY
1096
Wealthspire Advisors (New York)
New York
$1.34M +$639K +2,357 +93%
BTWM
1097
Baker Tilly Wealth Management
Wisconsin
$1.34M -$11.1K -41 -0.8%
BFO
1098
Boston Family Office
Massachusetts
$1.33M +$477K +1,760 +56%
NFA
1099
Northern Financial Advisors
Michigan
$1.33M -$13.3K -49 -1%
CA
1100
Continuum Advisory
Idaho
$1.33M +$50.5K +186 +4%
42 43
44
45 46