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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1276
Paulson Wealth Management
Illinois
$254K -$3.11K -22 -1%
RW
1277
REDW Wealth
New Mexico
$254K – – –
SCM
1278
Southport Capital Management
Tennessee
$254K – – –
TBNY
1279
Trustco Bank (New York)
New York
$254K – – –
BJL
1280
Brighton Jones LLC
Washington
$254K +$4.67K +33 +2%
FA
1281
FCG Advisors
New Jersey
$254K +$9.48K +67 +4%
CAW
1282
Cornerstone Advisors (Washington)
Washington
$253K +$4.81K +34 +2%
FIA
1283
Foundations Investment Advisors
Arizona
$252K +$234K +1,655 New
YWP
1284
YorkBridge Wealth Partners
New York
$251K -$137K -970 -37%
EIA
1285
Eldridge Investment Advisors
New Hampshire
$251K -$1.13K -8 -0.5%
SFM
1286
Signature Financial Management
Virginia
$250K – – –
SIC
1287
Shoker Investment Counsel
Ohio
$250K +$1.41K +10 +0.6%
SLF
1288
Sun Life Financial
Ontario, Canada
$249K +$2.12K +15 +0.9%
AC
1289
Addison Capital
Pennsylvania
$248K – – –
PFA
1290
Pure Financial Advisors
California
$248K +$230K +1,625 New
VBFG
1291
Vishria Bird Financial Group
Tennessee
$245K – – –
CCM
1292
Compton Capital Management
Rhode Island
$243K – – –
SWMG
1293
Sanchez Wealth Management Group
Florida
$242K +$1.41K +10 +0.6%
AWA
1294
Acorn Wealth Advisors
Michigan
$241K -$283 -2 -0.1%
PFGIA
1295
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$18K +127 +9%
BFA
1296
Benedict Financial Advisors
Georgia
$238K -$12K -85 -5%
KA
1297
Kaizen Advisory
Illinois
$238K – – –
IUHSA
1298
Itau Unibanco Holding S.A.
Brazil
$237K -$46.8K -331 -18%
YIA
1299
YHB Investment Advisors
Connecticut
$237K – – –
DAS
1300
Dynamic Advisor Solutions
Arizona
$236K -$22.2K -157 -9%
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