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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1301
SouthState Corp
Florida
$1.29M +$352K +987 +34%
LFS
1302
Legacy Financial Strategies
Kansas
$1.28M -$2.41M -6,760 -63%
CG
1303
Cynosure Group
Utah
$1.28M +$185K +520 +16%
TNB
1304
Thomasville National Bank
Georgia
$1.27M +$98K +275 +8%
RMDI
1305
R.M. Davis Inc
Maine
$1.27M +$7.12K +20 +0.5%
CC
1306
Centiva Capital
New York
$1.27M -$466K -1,308 -25%
BAM
1307
Byrne Asset Management
New Jersey
$1.27M -$101K -283 -7%
BAM
1308
Berkshire Asset Management
Pennsylvania
$1.27M +$143K +402 +11%
NQWM
1309
Northwest Quadrant Wealth Management
Oregon
$1.27M -$7.12K -20 -0.5%
LI
1310
LRI Investments
Florida
$1.27M – – –
CIM
1311
CIM Investment Management
Pennsylvania
$1.27M -$1.43K -4 -0.1%
TCA
1312
Transcend Capital Advisors
New Jersey
$1.26M +$70.2K +197 +5%
PA
1313
Promethium Advisors
Maryland
$1.26M +$76.6K +215 +6%
SC
1314
Savoie Capital
Illinois
$1.26M – – –
SFG
1315
SNS Financial Group
Minnesota
$1.26M +$28.9K +81 +2%
BHA
1316
Beech Hill Advisors
New York
$1.25M – – –
SCM
1317
Spreng Capital Management
Ohio
$1.25M -$77.7K -218 -5%
CNFG
1318
Creegan & Nassoura Financial Group
New Hampshire
$1.25M – – –
CFM
1319
Catalyst Funds Management
Australia
$1.25M +$1.03M +2,880 +320%
GWP
1320
Gateway Wealth Partners
Wisconsin
$1.25M +$41.7K +117 +3%
HWA
1321
HCR Wealth Advisors
California
$1.25M -$5.7K -16 -0.4%
MF
1322
Montis Financial
Massachusetts
$1.25M -$14.2K -40 -1%
CFG
1323
Copley Financial Group
California
$1.25M – – –
AIA
1324
Affinity Investment Advisors
California
$1.24M -$170K -478 -11%
NRD
1325
Nebula Research & Development
New York
$1.24M +$1.34M +3,775 New
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