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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1301
Harfst & Associates
Wyoming
$485K -$368K -2,015 -41%
CB
1302
CNB Bank
Pennsylvania
$485K -$53.2K -291 -9%
FHA
1303
Flagship Harbor Advisors
Massachusetts
$484K -$70.3K -385 -12%
IWA
1304
Intercontinental Wealth Advisors
Texas
$483K +$1.46K +8 +0.3%
PWM
1305
Perigon Wealth Management
California
$481K -$38.7K -212 -7%
BL
1306
Balentine LLC
Georgia
$480K -$99K -542 -16%
TIA
1307
Tiemann Investment Advisors
California
$476K -$589K -3,223 -53%
EGA
1308
E&G Advisors
Texas
$476K -$91.3K -500 -15%
GM
1309
GeoWealth Management
Illinois
$476K -$18.3K -100 -3%
LSA
1310
Lion Street Advisors
Texas
$475K -$913 -5 -0.2%
RCM
1311
Raleigh Capital Management
North Carolina
$473K +$43.5K +238 +9%
JFGIW
1312
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471K +$548 +3 +0.1%
BFC
1313
Bedel Financial Consulting
Indiana
$471K +$93.3K +511 +33%
T
1314
TOBAM
France
$470K – – –
WP
1315
Wealthspan Partners
Iowa
$469K – – –
MLFP
1316
MPS Loria Financial Planners
Illinois
$468K +$6.39K +35 +1%
JWM
1317
Jackson Wealth Management
Florida
$468K +$521K +2,853 New
HWA
1318
HCR Wealth Advisors
California
$467K – – –
MG
1319
Mather Group
Illinois
$467K +$36.9K +202 +8%
V
1320
VeraBank
Texas
$466K – – –
WDL
1321
Well Done LLC
Michigan
$465K +$3.84K +21 +0.7%
APG
1322
Abacus Planning Group
South Carolina
$463K -$42.9K -235 -8%
O
1323
Ossiam
France
$462K -$9.36M -51,242 -95%
APP
1324
Alpha Paradigm Partners
Illinois
$462K +$474K +2,593 +1,163%
TFA
1325
Toth Financial Advisory
Virginia
$461K +$6.39K +35 +1%
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