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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1076
Advisors Management Group
Wisconsin
$1.41M -$12.5K -46 -0.9%
AWM
1077
Accurate Wealth Management
Florida
$1.41M +$184K +678 +15%
GPA
1078
Garrison Point Advisors
California
$1.41M -$52.9K -195 -4%
CCFCSB
1079
Cape Cod Five Cents Savings Bank
Massachusetts
$1.41M +$669K +2,466 +92%
FCB
1080
First County Bank
Connecticut
$1.4M +$35.5K +131 +3%
IFWM
1081
Institute for Wealth Management
Colorado
$1.4M -$3.53K -13 -0.3%
ANB
1082
Amarillo National Bank
Texas
$1.4M -$27.1K -100 -2%
WFM
1083
Wolff Financial Management
Michigan
$1.4M +$1.39M +5,130 New
GFS
1084
GYL Financial Synergies
Connecticut
$1.4M +$6.51K +24 +0.5%
CS
1085
Comerica Securities
Michigan
$1.39M -$26.9K -99 -2%
XWM
1086
Xcel Wealth Management
Florida
$1.39M -$13K -48 -0.9%
RIA
1087
Realta Investment Advisors
Delaware
$1.39M -$40.7K -150 -3%
NW
1088
Naviter Wealth
Arkansas
$1.39M +$37.7K +139 +3%
CAM
1089
Costello Asset Management
Pennsylvania
$1.38M -$24.4K -90 -2%
AAB
1090
ABN AMRO Bank
Netherlands
$1.38M +$271K +1,000 +25%
CFGS
1091
Concourse Financial Group Securities
Alabama
$1.37M -$40.1K -148 -3%
DFA
1092
DHJJ Financial Advisors
Illinois
$1.37M -$163K -601 -11%
MF
1093
Manchester Financial
California
$1.36M -$74.6K -275 -5%
EWA
1094
Exencial Wealth Advisors
Oklahoma
$1.35M +$876K +3,229 +188%
WANY
1095
Wealthspire Advisors (New York)
New York
$1.34M +$639K +2,357 +93%
BTWM
1096
Baker Tilly Wealth Management
Wisconsin
$1.34M -$11.1K -41 -0.8%
BFO
1097
Boston Family Office
Massachusetts
$1.33M +$477K +1,760 +56%
NFA
1098
Northern Financial Advisors
Michigan
$1.33M -$13.3K -49 -1%
CA
1099
Continuum Advisory
Idaho
$1.33M +$50.5K +186 +4%
SIA
1100
Schear Investment Advisers
Ohio
$1.33M -$78.1K -288 -6%
42 43
44
45 46