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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1276
Berger Financial Group
Minnesota
$1.35M +$554K +1,734 +89%
MHIC
1277
Marble Harbor Investment Counsel
Massachusetts
$1.35M – – –
OAM
1278
Ostrum Asset Management
France
$1.35M – – –
RWA
1279
Rooted Wealth Advisors
Illinois
$1.34M -$10.2K -32 -0.9%
FFS
1280
Founders Financial Securities
Maryland
$1.34M +$31.3K +98 +3%
IP
1281
Investment Partners
Ohio
$1.34M +$1.28K +4 +0.1%
LWL
1282
Leo Wealth LLC
Texas
$1.34M +$7.35K +23 +0.6%
BWM
1283
Bullock Wealth Management
Indiana
$1.33M +$1.17M +3,663 New
CG
1284
Cynosure Group
Utah
$1.33M -$1.39M -4,346 -54%
SFA
1285
Souders Financial Advisors
Ohio
$1.33M +$31.6K +99 +3%
RCAG
1286
Rehmann Capital Advisory Group
Michigan
$1.33M +$49.9K +156 +5%
HNWAG
1287
High Net Worth Advisory Group
Florida
$1.33M +$76.7K +240 +7%
PWMAG
1288
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$16K +50 +1%
TNB
1289
Thomasville National Bank
Georgia
$1.32M +$5.11K +16 +0.4%
RGF
1290
Retirement Guys Formula
Ohio
$1.32M -$72.6K -227 -6%
GWP
1291
Gateway Wealth Partners
Wisconsin
$1.31M -$15K -47 -1%
JWCA
1292
J.W. Coons Advisors
Ohio
$1.31M – – –
NL
1293
NWAM LLC
Washington
$1.31M -$144K -451 -11%
CAM
1294
Covenant Asset Management
New Jersey
$1.3M +$17.3K +54 +2%
FFO
1295
Fiduciary Family Office
Florida
$1.3M +$159K +496 +16%
BRM
1296
Boston Research & Management
Massachusetts
$1.3M – – –
HWA
1297
HHM Wealth Advisors
Tennessee
$1.3M – – –
FCIM
1298
Fairview Capital Investment Management
California
$1.29M -$32K -100 -3%
FPCG
1299
Fort Pitt Capital Group
Pennsylvania
$1.29M -$47.3K -148 -4%
SHFA
1300
SS&H Financial Advisors
Michigan
$1.29M – – –
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