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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
MOKAN Wealth Management
Kansas
$4.7M +$105K +120 +3%
ACIM
1277
Azimuth Capital Investment Management
Michigan
$4.7M -$5.08M -5,780 -57%
EIG
1278
Ellenbecker Investment Group
Wisconsin
$4.68M -$557K -634 -13%
TCWM
1279
Total Clarity Wealth Management
Illinois
$4.67M -$155K -176 -4%
BHBT
1280
Burke & Herbert Bank & Trust
Virginia
$4.67M -$7.91K -9 -0.2%
HR
1281
Hardy Reed
Mississippi
$4.66M +$107K +122 +3%
FWI
1282
Facet Wealth Inc
Maryland
$4.66M +$882K +1,004 +30%
SQA
1283
Simon Quick Advisors
New Jersey
$4.66M +$76.4K +87 +2%
PWP
1284
Perfromance Wealth Partners
Illinois
$4.65M +$1.69M +1,927 +79%
GSC
1285
G&S Capital
Colorado
$4.64M -$122K -139 -3%
IRAG
1286
Investment Research & Advisory Group
Georgia
$4.63M +$32.5K +37 +0.9%
AWA
1287
Acorn Wealth Advisors
Michigan
$4.62M +$104K +118 +3%
OAM
1288
Oak Asset Management
California
$4.61M -$48.3K -55 -1%
AC
1289
AlphaCore Capital
California
$4.61M +$344K +392 +10%
WCM
1290
Weaver Capital Management
Georgia
$4.6M – – –
IPW
1291
IronBridge Private Wealth
Texas
$4.6M -$129K -147 -3%
TW
1292
ticino wealth
California
$4.6M +$51K +58 +1%
CI
1293
Cigna Investments
Connecticut
$4.6M -$90.5K -103 -2%
GDP
1294
Great Diamond Partners
Maine
$4.58M -$22.8K -26 -0.6%
SIA
1295
Sit Investment Associates
Minnesota
$4.58M – – –
WFS
1296
Widmann Financial Services
Maryland
$4.58M -$65.9K -75 -2%
1WA
1297
180 Wealth Advisors
Washington
$4.57M +$100K +114 +3%
FMI
1298
Frec Markets Inc
California
$4.56M +$1.41M +1,601 +60%
CFA
1299
Camarda Financial Advisors
Florida
$4.56M +$1.47M +1,675 +64%
CRIG
1300
Charter Research & Investment Group
Connecticut
$4.56M – – –
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