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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1476
New Republic Capital
North Carolina
$1.84M +$929K +1,671 +108%
SA
1477
Sovran Advisors
California
$1.84M +$42.8K +77 +3%
RFP
1478
Root Financial Partners
California
$1.84M -$207K -373 -10%
RF
1479
Roxbury Financial
New Jersey
$1.84M -$3.33K -6 -0.2%
PDL
1480
Portfolio Design Labs
California
$1.82M +$12.2K +22 +0.7%
VWA
1481
Visionary Wealth Advisors
Illinois
$1.82M -$1.11K -2 -0.1%
EFG
1482
Ethos Financial Group
Pennsylvania
$1.82M -$241K -434 -12%
AC
1483
Avestar Capital
New York
$1.82M +$25K +45 +1%
CG
1484
Corundum Group
Colorado
$1.82M -$74.5K -134 -4%
CA
1485
Continuum Advisory
Idaho
$1.82M +$317K +571 +22%
MFG
1486
Menard Financial Group
Texas
$1.82M +$14.5K +26 +0.8%
SFS
1487
Stiles Financial Services
Minnesota
$1.82M -$113K -204 -6%
GWMR
1488
GC Wealth Management RIA
Massachusetts
$1.82M -$1.52M -2,732 -46%
AS
1489
Altshuler Shaham
Israel
$1.82M +$1.42M +2,547 +408%
PWA
1490
Provenance Wealth Advisors
Florida
$1.82M -$13.9K -25 -0.8%
NC
1491
NewSquare Capital
Pennsylvania
$1.81M -$92.8K -167 -5%
BIG
1492
Brookwood Investment Group
Arizona
$1.81M -$22.8K -41 -1%
CWM
1493
Circle Wealth Management
New Jersey
$1.81M -$263K -474 -13%
LIA
1494
LBMC Investment Advisors
Tennessee
$1.81M – – –
IC
1495
Inscription Capital
Texas
$1.79M +$599K +1,078 +53%
FFA
1496
Founders Financial Alliance
North Carolina
$1.79M -$27.8K -50 -2%
OFS
1497
OneAscent Financial Services
Alabama
$1.79M -$5.79M -10,412 -77%
CPBTD
1498
Central Pacific Bank - Trust Division
Hawaii
$1.78M +$1.22M +2,194 +238%
FWI
1499
Facet Wealth Inc
Maryland
$1.78M +$444K +799 +41%
OTL
1500
Oak Thistle LLC
New York
$1.78M +$1.73M +3,109 New
58 59
60
61 62