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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1426
Financial Management Network
California
$1.17M +$691 +2 +0.1%
FFA
1427
First Foundation Advisors
California
$1.17M -$40.1K -116 -4%
MAM
1428
Morse Asset Management
Connecticut
$1.17M +$1.73K +5 +0.2%
UAML
1429
US Asset Management LLC
Pennsylvania
$1.17M -$203K -587 -16%
1WM
1430
1858 Wealth Management
Ohio
$1.16M -$87.4K -253 -8%
VRM
1431
Vectors Research Management
New York
$1.16M +$57K +165 +6%
CGH
1432
CMG Global Holdings
Texas
$1.16M – – –
CFA
1433
Capstone Financial Advisors
Illinois
$1.16M +$54.6K +158 +6%
MMM
1434
Mendel Money Management
Illinois
$1.16M -$138K -400 -12%
WQ
1435
Wealth Quarterback
New Jersey
$1.16M -$79.1K -229 -7%
DAS
1436
Diversify Advisory Services
Utah
$1.16M +$13.5K +39 +1%
SAM
1437
Sawgrass Asset Management
Florida
$1.15M – – –
FFO
1438
Fiduciary Family Office
Florida
$1.15M -$124K -358 -11%
AA
1439
Ancora Advisors
Ohio
$1.15M +$97.7K +283 +11%
HA
1440
Harfst & Associates
Wyoming
$1.15M – – –
LWAM
1441
Legacy Wealth Asset Management
Minnesota
$1.15M -$691 -2 -0.1%
PFSC
1442
Peoples Financial Services Corp
Pennsylvania
$1.14M -$3.45K -10 -0.3%
AAB
1443
ABN AMRO Bank
Netherlands
$1.14M +$83.2K +241 +9%
WDL
1444
Well Done LLC
Michigan
$1.14M +$8.63K +25 +0.9%
DA
1445
Denali Advisors
California
$1.14M +$1.01M +2,913 New
SC
1446
SouthState Corp
Florida
$1.14M -$8.98K -26 -0.9%
SL
1447
Sentinus LLC
Illinois
$1.14M +$11.4K +33 +1%
CAI
1448
Capital Advisors Inc
Oklahoma
$1.14M -$43.5K -126 -4%
HWA
1449
Heartwood Wealth Advisors
Virginia
$1.14M +$51.8K +150 +5%
CAM
1450
Covenant Asset Management
New Jersey
$1.13M -$219K -634 -18%
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