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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
1251
Creegan & Nassoura Financial Group
New Hampshire
$1.43M -$7.99K -25 -0.6%
PWPS
1252
Pinnacle Wealth Planning Services
Ohio
$1.43M +$10.2K +32 +0.8%
HWA
1253
HCR Wealth Advisors
California
$1.42M +$63.9K +200 +5%
GIP
1254
Granite Investment Partners
California
$1.42M +$321K +1,004 +35%
SS
1255
Sunbelt Securities
Texas
$1.42M +$48.3K +151 +4%
FFA
1256
First Foundation Advisors
California
$1.41M +$56.6K +177 +5%
FHA
1257
Flagship Harbor Advisors
Massachusetts
$1.4M -$31.6K -99 -3%
FCFC
1258
First Citizens Financial Corp
Iowa
$1.39M +$959 +3 +0.1%
CWP
1259
Cyndeo Wealth Partners
Florida
$1.39M +$181K +566 +18%
CWS
1260
Confluence Wealth Services
Pennsylvania
$1.39M -$164K -514 -12%
EHC
1261
Everett Harris & Co
California
$1.39M +$78.9K +247 +7%
OHIS
1262
Oak Harvest Investment Services
Texas
$1.38M -$19.5K -61 -2%
MSWM
1263
McGlone Suttner Wealth Management
Wisconsin
$1.37M +$177K +555 +17%
RIA
1264
Regal Investment Advisors
Michigan
$1.37M -$27.8K -87 -2%
IC
1265
Inscription Capital
Texas
$1.37M +$299K +935 +33%
FIM
1266
Freedom Investment Management
Connecticut
$1.37M +$65.8K +206 +6%
UAML
1267
US Asset Management LLC
Pennsylvania
$1.36M -$13.7K -43 -1%
CWM
1268
Circle Wealth Management
New Jersey
$1.36M +$959 +3 +0.1%
RB
1269
Rodgers Brothers
Pennsylvania
$1.36M – – –
EWA
1270
EverSource Wealth Advisors
Alabama
$1.36M +$542K +1,696 +72%
WG
1271
Winton Group
United Kingdom
$1.36M +$1.18M +3,707 New
MTIC
1272
Missouri Trust & Investment Company
Missouri
$1.36M +$104K +325 +10%
LWA
1273
Lantern Wealth Advisors
New York
$1.36M +$959 +3 +0.1%
PAM
1274
Paradigm Asset Management
New York
$1.36M – – –
PMSA
1275
Patrick M. Sweeney & Associates
Illinois
$1.35M +$27.5K +86 +2%
49 50
51
52 53