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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
Waverly Advisors
Alabama
$617K +$82.4K +451 +14%
PWSG
1177
Pacific Wealth Strategies Group
California
$614K +$19.7K +108 +3%
MBT
1178
Montecito Bank & Trust
California
$613K -$7.67K -42 -1%
CWP
1179
Curated Wealth Partners
California
$609K +$11.3K +62 +2%
CIC
1180
Crawford Investment Counsel
Georgia
$608K -$2.01K -11 -0.3%
CWM
1181
Concentric Wealth Management
California
$607K – – –
FFS
1182
Founders Financial Securities
Maryland
$607K +$112K +611 +20%
SIM
1183
Sentry Investment Management
Wisconsin
$606K – – –
AA
1184
Aire Advisors
California
$605K -$17K -93 -2%
HVIA
1185
Hudson Valley Investment Advisors
New York
$604K -$32K -175 -5%
WC
1186
Woodstock Corp
Massachusetts
$603K +$63.9K +350 +11%
SWA
1187
Stratos Wealth Advisors
Ohio
$602K -$61.6K -337 -8%
GWSG
1188
GPS Wealth Strategies Group
Colorado
$602K +$33.2K +182 +5%
SFS
1189
Stiles Financial Services
Minnesota
$601K -$9.86K -54 -1%
CWM
1190
Circle Wealth Management
New Jersey
$598K -$10K -55 -1%
SFA
1191
Source Financial Advisors
New York
$596K -$23.9K -131 -3%
DIM
1192
Delta Investment Management
California
$596K -$548 -3 -0.1%
JWCA
1193
J.W. Coons Advisors
Ohio
$596K – – –
SHFA
1194
SS&H Financial Advisors
Michigan
$595K – – –
DBIA
1195
Dumont & Blake Investment Advisors
New Jersey
$595K +$3.84K +21 +0.6%
XS
1196
XR Securities
Illinois
$595K +$663K +3,627 New
CG
1197
Cynosure Group
Utah
$591K – – –
P
1198
&Partners
Tennessee
$590K +$19.4K +106 +3%
CW
1199
CreativeOne Wealth
Kansas
$589K -$45.3K -248 -6%
GG
1200
Gleason Group
Kentucky
$587K +$4.02K +22 +0.6%
46 47
48
49 50