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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1101
Sound Financial Strategies Group
Mississippi
$681K +$635K +3,742 New
KWMG
1102
King Wealth Management Group
Florida
$676K -$13.9K -82 -2%
CCFCSB
1103
Cape Cod Five Cents Savings Bank
Massachusetts
$675K -$4.41K -26 -0.7%
WLIM
1104
White Lighthouse Investment Management
Massachusetts
$673K – – –
EWA
1105
EP Wealth Advisors
California
$673K +$118K +695 +23%
LSAG
1106
Lake Street Advisors Group
New Hampshire
$667K +$7.12K +42 +1%
BRM
1107
Boston Research & Management
Massachusetts
$665K -$2.54K -15 -0.4%
RG
1108
Rikoon Group
New Mexico
$663K +$339 +2 +0.1%
CWM
1109
Circle Wealth Management
New Jersey
$663K +$2.04K +12 +0.3%
HW
1110
Hancock Whitney
Mississippi
$662K -$25.9K -153 -4%
BTWM
1111
Baker Tilly Wealth Management
Wisconsin
$662K +$616K +3,635 New
GG
1112
Gleason Group
Kentucky
$658K +$3.39K +20 +0.6%
DAS
1113
Dynamic Advisor Solutions
Arizona
$657K +$212K +1,250 +53%
PAMG
1114
Patton Albertson Miller Group
Tennessee
$656K -$52.4K -309 -9%
GW
1115
GW & Wade
Massachusetts
$656K +$68K +401 +13%
SAA
1116
Southeast Asset Advisors
Georgia
$655K +$1.53K +9 +0.3%
SC
1117
SouthState Corp
Florida
$654K +$72.6K +428 +14%
CIA
1118
Choate Investment Advisors
Massachusetts
$651K +$5.09K +30 +0.8%
MFA
1119
Mayflower Financial Advisors
Massachusetts
$649K +$605K +3,566 New
RCM
1120
RNC Capital Management
California
$647K -$84.8K -500 -12%
AAM
1121
Auxier Asset Management
Oregon
$644K – – –
MBT
1122
Montecito Bank & Trust
California
$644K +$4.58K +27 +0.8%
BCA
1123
Bay Colony Advisors
Massachusetts
$644K +$214K +1,261 +55%
COF
1124
Capital One Financial
Virginia
$639K -$87.7K -517 -13%
DIM
1125
Delta Investment Management
California
$639K +$5.09K +30 +0.9%
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