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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1151
Sound Financial Strategies Group
Mississippi
$1.04M -$98.1K -440 -9%
IGGA
1152
Iron Gate Global Advisors
Utah
$1.04M -$55.7K -250 -6%
WWM
1153
Windsor Wealth Management
Indiana
$1.04M -$11.6K -52 -1%
BHIA
1154
Birch Hill Investment Advisors
Massachusetts
$1.04M – – –
SC
1155
Solstein Capital
California
$1.04M – – –
CSB
1156
City State Bank
Iowa
$1.04M -$4.01K -18 -0.4%
TPWA
1157
TRUE Private Wealth Advisors
Oregon
$1.03M -$5.8K -26 -0.6%
FCA
1158
FinTrust Capital Advisors
South Carolina
$1.03M – – –
GI
1159
Gradient Investments
Minnesota
$1.03M +$75.4K +338 +9%
EP
1160
Edgestream Partners
New Jersey
$1.03M -$1.71M -7,660 -65%
WAM
1161
Werlinich Asset Management
Connecticut
$1.03M +$44.6K +200 +5%
WPC
1162
Wedmont Private Capital
Pennsylvania
$1.02M +$64.4K +289 +8%
MC
1163
Maverick Capital
Texas
$1.02M +$925K +4,148 New
CWS
1164
Confluence Wealth Services
Pennsylvania
$1.02M +$5.8K +26 +0.6%
RFG
1165
RFP Financial Group
Georgia
$1.01M +$729K +3,271 +389%
1WM
1166
1900 Wealth Management
Texas
$1.01M – – –
MWM
1167
Mission Wealth Management
California
$1.01M +$69.1K +310 +8%
WP
1168
WMS Partners
Maryland
$1.01M -$115K -517 -11%
MF
1169
Montis Financial
Massachusetts
$1.01M +$223 +1 +0%
LOPW
1170
Live Oak Private Wealth
North Carolina
$1M – – –
CIM
1171
CIM Investment Management
Pennsylvania
$1M +$2.23K +10 +0.2%
AWA
1172
Acorn Wealth Advisors
Michigan
$1M +$2.68K +12 +0.3%
JAG
1173
Journey Advisory Group
Kentucky
$1,000K -$50.2K -225 -5%
LF
1174
Lantz Financial
Illinois
$999K +$11.6K +52 +1%
AHC
1175
Adell Harriman & Carpenter
Texas
$998K +$27.9K +125 +3%
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