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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
1101
Ingalls & Snyder LLC
New York
$2.03M +$121K +350 +7%
NFA
1102
Northern Financial Advisors
Michigan
$2.03M -$4.14K -12 -0.2%
CWP
1103
Cyndeo Wealth Partners
Florida
$2.02M +$111K +321 +7%
GPA
1104
Garrison Point Advisors
California
$2.01M -$10.4K -30 -0.6%
EWA
1105
Exencial Wealth Advisors
Oklahoma
$2.01M -$29K -84 -2%
NW
1106
NewEdge Wealth
Pennsylvania
$2M +$1.35M +3,923 +331%
SWA
1107
Stratos Wealth Advisors
Ohio
$2M +$58.7K +170 +3%
CC
1108
Courier Capital
New York
$2M +$19K +55 +1%
GFS
1109
GYL Financial Synergies
Connecticut
$1.99M +$33.5K +97 +2%
AWM
1110
Accurate Wealth Management
Florida
$1.98M +$94.3K +273 +6%
CI
1111
Cigna Investments
Connecticut
$1.97M -$12.4K -36 -0.7%
BIA
1112
Beacon Investment Advisors
Maryland
$1.97M +$63.2K +183 +4%
GC
1113
Garde Capital
Washington
$1.96M – – –
SCM
1114
SOL Capital Management
Maryland
$1.96M – – –
WFM
1115
Wolff Financial Management
Michigan
$1.96M +$1.73M +5,014 New
CIAS
1116
Capital Investment Advisory Services
North Carolina
$1.96M +$53.9K +156 +3%
PCM
1117
Princeton Capital Management
New Jersey
$1.96M +$10.7K +31 +0.6%
SA
1118
Strategic Advisors
New York
$1.95M -$133K -384 -7%
LRPA
1119
L. Roy Papp & Associates
Arizona
$1.95M -$86.3K -250 -5%
OWM
1120
Opes Wealth Management
California
$1.95M +$1.04K +3 +0.1%
ITFISA
1121
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.95M -$194K -561 -10%
FHA
1122
Flagship Harbor Advisors
Massachusetts
$1.94M +$230K +667 +16%
HG
1123
Harbor Group
New Hampshire
$1.94M – – –
IFWM
1124
Institute for Wealth Management
Colorado
$1.94M +$20.4K +59 +1%
PWMAG
1125
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M +$134K +389 +9%
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