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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1251
Pinnacle Wealth Planning Services
Ohio
$1.43M +$10.2K +32 +0.8%
HWA
1252
HCR Wealth Advisors
California
$1.42M +$63.9K +200 +5%
GIP
1253
Granite Investment Partners
California
$1.42M +$321K +1,004 +35%
SS
1254
Sunbelt Securities
Texas
$1.42M +$48.3K +151 +4%
FFA
1255
First Foundation Advisors
California
$1.41M +$56.6K +177 +5%
FHA
1256
Flagship Harbor Advisors
Massachusetts
$1.4M -$31.6K -99 -3%
FCFC
1257
First Citizens Financial Corp
Iowa
$1.39M +$959 +3 +0.1%
CWP
1258
Cyndeo Wealth Partners
Florida
$1.39M +$181K +566 +18%
CWS
1259
Confluence Wealth Services
Pennsylvania
$1.39M -$164K -514 -12%
EHC
1260
Everett Harris & Co
California
$1.39M +$78.9K +247 +7%
OHIS
1261
Oak Harvest Investment Services
Texas
$1.38M -$19.5K -61 -2%
MSWM
1262
McGlone Suttner Wealth Management
Wisconsin
$1.37M +$177K +555 +17%
RIA
1263
Regal Investment Advisors
Michigan
$1.37M -$27.8K -87 -2%
IC
1264
Inscription Capital
Texas
$1.37M +$299K +935 +33%
FIM
1265
Freedom Investment Management
Connecticut
$1.37M +$65.8K +206 +6%
UAML
1266
US Asset Management LLC
Pennsylvania
$1.36M -$13.7K -43 -1%
CWM
1267
Circle Wealth Management
New Jersey
$1.36M +$959 +3 +0.1%
RB
1268
Rodgers Brothers
Pennsylvania
$1.36M – – –
EWA
1269
EverSource Wealth Advisors
Alabama
$1.36M +$542K +1,696 +72%
WG
1270
Winton Group
United Kingdom
$1.36M +$1.18M +3,707 New
MTIC
1271
Missouri Trust & Investment Company
Missouri
$1.36M +$104K +325 +10%
LWA
1272
Lantern Wealth Advisors
New York
$1.36M +$959 +3 +0.1%
PAM
1273
Paradigm Asset Management
New York
$1.36M – – –
PMSA
1274
Patrick M. Sweeney & Associates
Illinois
$1.35M +$27.5K +86 +2%
BFG
1275
Berger Financial Group
Minnesota
$1.35M +$554K +1,734 +89%
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