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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1426
Provenance Wealth Advisors
Florida
$1.52M – – –
WMP
1427
Wealth Management Partners
Arizona
$1.52M -$119K -278 -8%
VWA
1428
Visionary Wealth Advisors
Illinois
$1.52M +$152K +355 +13%
RIA
1429
Richwood Investment Advisors
Ohio
$1.52M +$10.7K +25 +0.8%
FB
1430
Fulton Bank
Pennsylvania
$1.52M +$52.1K +122 +4%
FFA
1431
Founders Financial Alliance
North Carolina
$1.52M -$30.3K -71 -2%
AWM
1432
Allen Wealth Management
North Carolina
$1.51M -$218K -510 -14%
BMC
1433
Benin Management Corp
Connecticut
$1.51M – – –
PDL
1434
Portfolio Design Labs
California
$1.51M +$1.35M +3,163 New
LIA
1435
LBMC Investment Advisors
Tennessee
$1.51M +$906K +2,123 +205%
MFG
1436
Menard Financial Group
Texas
$1.5M +$18.8K +44 +1%
KFS
1437
Keynote Financial Services
Connecticut
$1.5M -$43.5K -102 -3%
BFG
1438
Berger Financial Group
Minnesota
$1.5M -$62.3K -146 -4%
AC
1439
Avestar Capital
New York
$1.5M -$102K -239 -7%
GSWM
1440
Golden State Wealth Management
California
$1.5M -$74.3K -174 -5%
CWM
1441
Chesapeake Wealth Management
Virginia
$1.49M +$25.6K +60 +2%
PPWP
1442
Premier Path Wealth Partners
New Jersey
$1.49M +$85.4K +200 +7%
CGH
1443
CMG Global Holdings
Texas
$1.48M -$17.9K -42 -1%
T
1444
Tidemark
California
$1.47M +$17.5K +41 +1%
MSR
1445
Main Street Research
Connecticut
$1.47M +$493K +1,155 +60%
TPA
1446
Trivium Point Advisory
Connecticut
$1.47M +$493K +1,154 +60%
HCA
1447
Heck Capital Advisors
Wisconsin
$1.47M -$281K -659 -18%
FIB
1448
First Interstate Bank
Montana
$1.46M +$897K +2,100 +219%
RIA
1449
Realta Investment Advisors
Delaware
$1.46M +$139K +326 +12%
HW
1450
Hancock Whitney
Mississippi
$1.46M -$85K -199 -6%
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