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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1276
Marble Harbor Investment Counsel
Massachusetts
$1.35M – – –
OAM
1277
Ostrum Asset Management
France
$1.35M – – –
RWA
1278
Rooted Wealth Advisors
Illinois
$1.34M -$10.2K -32 -0.9%
FFS
1279
Founders Financial Securities
Maryland
$1.34M +$31.3K +98 +3%
IP
1280
Investment Partners
Ohio
$1.34M +$1.28K +4 +0.1%
LWL
1281
Leo Wealth LLC
Texas
$1.34M +$7.35K +23 +0.6%
CG
1282
Cynosure Group
Utah
$1.33M -$1.39M -4,346 -54%
SFA
1283
Souders Financial Advisors
Ohio
$1.33M +$31.6K +99 +3%
RCAG
1284
Rehmann Capital Advisory Group
Michigan
$1.33M +$49.9K +156 +5%
HNWAG
1285
High Net Worth Advisory Group
Florida
$1.33M +$76.7K +240 +7%
PWMAG
1286
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$16K +50 +1%
TNB
1287
Thomasville National Bank
Georgia
$1.32M +$5.11K +16 +0.4%
RGF
1288
Retirement Guys Formula
Ohio
$1.32M -$72.6K -227 -6%
GWP
1289
Gateway Wealth Partners
Wisconsin
$1.31M -$15K -47 -1%
JWCA
1290
J.W. Coons Advisors
Ohio
$1.31M – – –
NL
1291
NWAM LLC
Washington
$1.31M -$144K -451 -11%
CAM
1292
Covenant Asset Management
New Jersey
$1.3M +$17.3K +54 +2%
FFO
1293
Fiduciary Family Office
Florida
$1.3M +$159K +496 +16%
BRM
1294
Boston Research & Management
Massachusetts
$1.3M – – –
HWA
1295
HHM Wealth Advisors
Tennessee
$1.3M – – –
FCIM
1296
Fairview Capital Investment Management
California
$1.29M -$32K -100 -3%
FPCG
1297
Fort Pitt Capital Group
Pennsylvania
$1.29M -$47.3K -148 -4%
SHFA
1298
SS&H Financial Advisors
Michigan
$1.29M – – –
PFA
1299
Pathway Financial Advisors
Vermont
$1.29M – – –
SGK
1300
Steigerwald Gordon & Koch
Virginia
$1.29M +$6.07K +19 +0.5%
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