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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
1176
ARS Wealth Advisors Group
Florida
$5.43M +$44.8K +51 +1%
OCM
1177
Orleans Capital Management
Louisiana
$5.42M +$187K +213 +4%
LBWM
1178
Left Brain Wealth Management
Illinois
$5.41M +$323K +368 +8%
BIA
1179
Beacon Investment Advisors
Maryland
$5.4M -$4.39K -5 -0.1%
BAM
1180
BOS Asset Management
Illinois
$5.39M -$561K -639 -11%
IUHSA
1181
Itau Unibanco Holding S.A.
Brazil
$5.39M – – –
RWB
1182
RMR Wealth Builders
New Jersey
$5.39M +$2.82M +3,213 +174%
CFP
1183
Catalyst Financial Partners
Massachusetts
$5.38M +$9.66K +11 +0.2%
DWM
1184
Diversify Wealth Management
Utah
$5.37M +$589K +670 +12%
DAS
1185
Diversify Advisory Services
Utah
$5.37M +$4.31M +4,901 +392%
XWM
1186
Xcel Wealth Management
Florida
$5.37M -$29.9K -34 -0.7%
TCA
1187
Tortoise Capital Advisors
Kansas
$5.36M +$2M +2,280 +83%
COA
1188
Crown Oak Advisors
California
$5.36M -$691K -787 -14%
IP
1189
Isthmus Partners
Wisconsin
$5.35M -$20.2K -23 -0.5%
PE
1190
PCM Encore
Colorado
$5.34M -$80.8K -92 -2%
ZBNA
1191
Zions Bancorporation, National Association
Utah
$5.33M +$2.06M +2,349 +89%
ACM
1192
Alight Capital Management
New York
$5.32M -$4.39M -5,000 -50%
GFP
1193
Gryphon Financial Partners
Ohio
$5.32M +$806K +918 +22%
EFM
1194
E Fund Management
China
$5.32M +$72K +82 +2%
CI
1195
Capital International
California
$5.31M -$9.82M -11,182 -69%
QI
1196
Qtron Investments
Massachusetts
$5.27M -$708K -806 -14%
UBG
1197
United Bank (Georgia)
Georgia
$5.27M +$28.1K +32 +0.7%
LNB
1198
Ledyard National Bank
$5.27M -$5.41M -6,153 -55%
NCGI
1199
Next Century Growth Investors
Minnesota
$5.25M -$1.81M -2,062 -29%
HCM
1200
Hollencrest Capital Management
California
$5.25M +$3.13M +3,563 +261%
46 47
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