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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1276
International Assets Investment Management
Florida
$664K -$11.9K -59 -2%
CCM
1277
Covington Capital Management
California
$663K +$90.6K +450 +16%
LMAM
1278
Legg Mason Asset Management
Japan
$663K +$646K +3,206 New
PPW
1279
Parcion Private Wealth
Washington
$662K -$274K -1,362 -32%
RCM
1280
Requisite Capital Management
Texas
$662K +$151K +750 +31%
NG
1281
NWK Group
California
$660K +$34.4K +171 +6%
TCA
1282
Transcend Capital Advisors
New Jersey
$659K +$133K +659 +26%
SC
1283
SouthState Corp
Florida
$658K +$87.4K +434 +16%
CPA
1284
Cardiff Park Advisors
California
$658K +$641K +3,184 New
PFA
1285
Pathway Financial Advisors
Vermont
$658K +$657K +3,263 New
KFS
1286
Kaizen Financial Strategies
California
$656K -$224K -1,111 -26%
CGH
1287
CMG Global Holdings
Texas
$655K -$6.04K -30 -0.9%
WIC
1288
Woodmont Investment Counsel
Tennessee
$655K +$638K +3,170 New
AIC
1289
Archer Investment Corporation
Indiana
$655K +$43.5K +216 +7%
FFS
1290
Founders Financial Securities
Maryland
$653K +$72.5K +360 +13%
PWMAG
1291
Pinnacle Wealth Management Advisory Group
New Jersey
$651K +$289K +1,434 +84%
WCWM
1292
Willow Creek Wealth Management
California
$650K – – –
XF
1293
XML Financial
Maryland
$650K +$46.3K +230 +8%
WA
1294
Waverly Advisors
Alabama
$649K -$117K -579 -15%
MWM
1295
Mission Wealth Management
California
$648K +$38.7K +192 +7%
JAG
1296
Journey Advisory Group
Kentucky
$645K -$44.3K -220 -7%
FFA
1297
Founders Financial Alliance
North Carolina
$643K -$4.63K -23 -0.7%
AF
1298
Affiance Financial
Minnesota
$643K – – –
KFS
1299
Kurt F. Somerville
$643K +$13.1K +65 +2%
TCWM
1300
Total Clarity Wealth Management
Illinois
$643K +$14.5K +72 +2%
50 51
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