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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1476
Aprio Wealth Management
Georgia
$3.4M +$119K +135 +4%
LAM
1477
L2 Asset Management
Massachusetts
$3.4M -$235K -267 -8%
TIA
1478
Traphagen Investment Advisors
New Jersey
$3.4M -$3.51K -4 -0.1%
MFG
1479
Menard Financial Group
Texas
$3.4M +$2.63K +3 +0.1%
MW
1480
MBL Wealth
North Carolina
$3.39M +$80.8K +92 +3%
SFS
1481
Stiles Financial Services
Minnesota
$3.39M -$22K -25 -0.8%
SIS
1482
Sound Income Strategies
Florida
$3.39M +$137K +156 +5%
WC
1483
Waterloo Capital
Texas
$3.39M +$1.11M +1,263 +66%
EW
1484
Elyxium Wealth
California
$3.38M +$458K +521 +20%
LIA
1485
LBMC Investment Advisors
Tennessee
$3.38M -$12.3K -14 -0.4%
RF
1486
Roxbury Financial
New Jersey
$3.37M -$23.7K -27 -0.8%
ALC
1487
Alexander Labrunerie & Co
Missouri
$3.37M -$65K -74 -2%
ILI
1488
Invesco LLC (Illinois)
Illinois
$3.36M +$7.03K +8 +0.3%
GWAG
1489
Garrett Wealth Advisory Group
Texas
$3.35M +$13.2K +15 +0.5%
VWA
1490
Visionary Wealth Advisors
Illinois
$3.34M -$23.7K -27 -0.9%
NC
1491
NewSquare Capital
Pennsylvania
$3.34M +$91.4K +104 +3%
SN
1492
Sittner & Nelson
Oregon
$3.33M -$36K -41 -1%
KFGK
1493
Keystone Financial Group (Kentucky)
Kentucky
$3.33M +$43K +49 +2%
AFA
1494
AA Financial Advisors
Ohio
$3.33M -$197K -224 -7%
QCIG
1495
Quad-Cities Investment Group
Iowa
$3.33M -$372K -423 -12%
PL
1496
Plancorp LLC
Missouri
$3.33M +$683K +777 +28%
CV
1497
Counterweight Ventures
North Carolina
$3.31M -$215K -245 -7%
FA
1498
Fiduciary Alliance
South Carolina
$3.31M -$64.1K -73 -2%
OC
1499
Oakworth Capital
Alabama
$3.31M -$345K -393 -11%
SCP
1500
Stamos Capital Partners
California
$3.3M -$1.15M -1,304 -30%
58 59
60
61 62