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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1251
Gateway Wealth Partners
Wisconsin
$1.62M +$131K +394 +10%
WWM
1252
Western Wealth Management
Colorado
$1.62M -$111K -334 -7%
WT
1253
Washington Trust
Rhode Island
$1.62M – – –
TF
1254
Trek Financial
Arizona
$1.62M +$221K +664 +19%
DP
1255
Denver PWM
Colorado
$1.61M – – –
GWANC
1256
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.61M +$28.7K +86 +2%
AWE
1257
Avidian Wealth Enterprises
Texas
$1.61M +$64.3K +193 +5%
PWP
1258
Precedent Wealth Partners
Texas
$1.61M +$1.38M +4,136 New
BP
1259
BBR Partners
New York
$1.61M -$3.67K -11 -0.3%
CWM
1260
Cornerstone Wealth Management
Missouri
$1.61M +$35.3K +106 +3%
KJHP
1261
K.J. Harrison & Partners
Ontario, Canada
$1.6M – – –
PCA
1262
Prosperity Capital Advisors
Ohio
$1.6M +$121K +363 +10%
WC
1263
Westhampton Capital
North Carolina
$1.6M – – –
TFA
1264
Transamerica Financial Advisors
Florida
$1.6M -$63K -189 -4%
PAM
1265
Paradigm Asset Management
New York
$1.59M +$167K +500 +14%
HR
1266
Hardy Reed
Mississippi
$1.59M -$19.7K -59 -1%
HBW
1267
Hazlett, Burt & Watson
West Virginia
$1.59M +$190K +569 +16%
UBG
1268
United Bank (Georgia)
Georgia
$1.59M +$708K +2,125 +109%
CA
1269
CoreCap Advisors
Michigan
$1.58M -$264K -793 -16%
WDC
1270
Woodward Diversified Capital
California
$1.58M +$433K +1,298 +47%
SC
1271
SouthState Corp
Florida
$1.58M +$55K +165 +4%
CCA
1272
Cobblestone Capital Advisors
New York
$1.58M – – –
ECM
1273
Evergreen Capital Management
Washington
$1.57M -$174K -523 -11%
HIP
1274
HUB Investment Partners
Texas
$1.57M -$404K -1,211 -23%
BHIA
1275
Birch Hill Investment Advisors
Massachusetts
$1.57M -$18K -54 -1%
49 50
51
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