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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1126
BOS Asset Management
Illinois
$4.04M -$297K -429 -7%
NW
1127
NewEdge Wealth
Pennsylvania
$4.02M -$2.1M -3,032 -35%
MWM
1128
Modern Wealth Management
Kansas
$4.02M +$119K +172 +3%
BFA
1129
Bragg Financial Advisors
North Carolina
$4M -$85.9K -124 -2%
WG
1130
Wealth Group
North Carolina
$3.99M +$693 +1 +0%
GWP
1131
Gen-Wealth Partners
Michigan
$3.98M -$140K -202 -3%
TWM
1132
Trueblood Wealth Management
Ohio
$3.96M +$19.4K +28 +0.5%
SNB
1133
Security National Bank
Nebraska
$3.96M -$39.5K -57 -1%
RC
1134
Rexford Capital
Texas
$3.96M -$195K -282 -5%
ACM
1135
Aljian Capital Management
Nevada
$3.96M +$2.08K +3 +0.1%
1WM
1136
1900 Wealth Management
Texas
$3.94M +$26.3K +38 +0.7%
SSA
1137
Sierra Summit Advisors
Nevada
$3.93M +$1.81M +2,620 +90%
LAM
1138
LOM Asset Management
$3.91M +$64.4K +93 +2%
FPI
1139
Financial Plan Inc
Washington
$3.9M – – –
PWS
1140
Precision Wealth Strategies
Missouri
$3.9M +$2.79M +4,035 +275%
RLH
1141
RD Lewis Holdings
Florida
$3.9M -$237K -342 -6%
BHC
1142
Bowen Hanes & Co
Florida
$3.89M -$370K -534 -9%
NL
1143
NWAM LLC
Washington
$3.89M +$375K +541 +11%
PFBT
1144
Parkside Financial Bank & Trust
Missouri
$3.89M -$285K -412 -7%
CIAS
1145
Capital Investment Advisory Services
North Carolina
$3.89M +$7.62K +11 +0.2%
SWM
1146
Silverlake Wealth Management
Vermont
$3.88M +$2.08K +3 +0.1%
LS
1147
Leelyn Smith
Illinois
$3.88M +$3.79M +5,470 New
ST
1148
Smithfield Trust
Pennsylvania
$3.87M – – –
GC
1149
Garde Capital
Washington
$3.87M +$227K +328 +6%
AW
1150
Alaethes Wealth
Nevada
$3.85M -$27.7K -40 -0.7%
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