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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1126
Birinyi Associates
Connecticut
$1.02M – – –
TPWA
1127
TRUE Private Wealth Advisors
Oregon
$1.02M -$31.3K -144 -3%
CBT
1128
CoreFirst Bank & Trust
Kansas
$1.02M -$222K -1,021 -19%
PWM
1129
Penobscot Wealth Management
Maine
$1.01M +$10K +46 +1%
SWA
1130
Sutton Wealth Advisors
Florida
$1.01M -$71.8K -330 -7%
WA
1131
Waverly Advisors
Alabama
$1.01M +$101K +466 +12%
SC
1132
Solstein Capital
California
$1.01M -$12K -55 -1%
BHIA
1133
Birch Hill Investment Advisors
Massachusetts
$1.01M – – –
HNWAG
1134
High Net Worth Advisory Group
Florida
$1.01M -$34.8K -160 -4%
TNBTD
1135
Trustmark National Bank Trust Department
Mississippi
$1.01M +$31.3K +144 +4%
SAA
1136
Southeast Asset Advisors
Georgia
$1M +$1.74K +8 +0.2%
CWP
1137
Curated Wealth Partners
California
$1M +$101K +465 +12%
PWM
1138
Perigon Wealth Management
California
$1M +$272K +1,248 +43%
PA
1139
PSI Advisors
Florida
$1M -$230K -1,058 -20%
GC
1140
Gilbert & Cook
Iowa
$1,000K +$12K +55 +1%
S
1141
Seeyond
France
$999K -$41.6K -191 -4%
CRC
1142
Curi RMB Capital
Illinois
$998K -$20.5K -94 -2%
9WM
1143
9258 Wealth Management
Ohio
$996K +$184K +847 +26%
IWA
1144
IVC Wealth Advisors
Pennsylvania
$996K +$3.7K +17 +0.4%
LC
1145
Lindbrook Capital
California
$996K +$64.7K +297 +8%
AWA
1146
Aaron Wealth Advisors
Illinois
$995K +$464K +2,133 +106%
CC
1147
Chicago Capital
Illinois
$991K – – –
AA
1148
Advisory Alpha
Michigan
$988K -$9.8K -45 -1%
RFG
1149
RFP Financial Group
Georgia
$987K +$897K +4,120 New
CWS
1150
Confluence Wealth Services
Pennsylvania
$986K -$21.1K -97 -2%
44 45
46
47 48