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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1451
Heartwood Wealth Advisors
Virginia
$1.14M +$51.8K +150 +5%
CAM
1452
Covenant Asset Management
New Jersey
$1.13M -$219K -634 -18%
IIC
1453
Ironwood Investment Counsel
Arizona
$1.13M +$1.73K +5 +0.2%
QCM
1454
Qsemble Capital Management
New York
$1.12M +$991K +2,870 New
APG
1455
Abacus Planning Group
South Carolina
$1.12M -$51.8K -150 -5%
IC
1456
Inscription Capital
Texas
$1.12M -$106K -306 -10%
NJIM
1457
Nabity-Jensen Investment Management
Nebraska
$1.12M +$49.7K +144 +5%
OFS
1458
Orrstown Financial Services
Pennsylvania
$1.11M +$462K +1,338 +89%
TCB
1459
Texas Capital Bancshares
Texas
$1.11M – – –
LWCFA
1460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.11M +$135K +390 +16%
DWM
1461
Drive Wealth Management
Utah
$1.11M +$8.29K +24 +0.9%
BI
1462
Ballast Inc
Kentucky
$1.11M -$345 -1 -0%
TFA
1463
Toth Financial Advisory
Virginia
$1.1M -$19.7K -57 -2%
KSB
1464
Kennebec Savings Bank
Maine
$1.1M +$971K +2,813 New
PF
1465
Prosperitas Financial
California
$1.1M +$28.3K +82 +3%
PC
1466
Peavine Capital
Nevada
$1.1M – – –
CWP
1467
Curated Wealth Partners
California
$1.09M +$5.53K +16 +0.6%
AWM
1468
Avior Wealth Management
Nebraska
$1.09M -$1.73K -5 -0.2%
RFN
1469
RDA Financial Network
Iowa
$1.09M +$56.3K +163 +6%
BIG
1470
Brooklyn Investment Group
New York
$1.09M +$47K +136 +5%
PIMG
1471
Patriot Investment Management Group
Tennessee
$1.09M +$3.11K +9 +0.3%
GCM
1472
Gladius Capital Management
Illinois
$1.09M -$69.8K -202 -7%
CP
1473
Creekside Partners
California
$1.08M +$1.38K +4 +0.1%
WTA
1474
Washington Trust Advisors
Massachusetts
$1.08M -$34.5K -100 -3%
SN
1475
Sittner & Nelson
Oregon
$1.08M -$8.29K -24 -0.9%
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60 61