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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1501
WFA of San Diego
California
$570K +$517K +2,318 New
GWM
1502
Greenwich Wealth Management
Connecticut
$570K -$8.7K -39 -2%
CA
1503
Claris Advisors
Missouri
$570K – – –
AIM
1504
Athena Investment Management
California
$568K -$5.57K -25 -1%
XT
1505
XTX Topco
Cayman Islands
$567K +$514K +2,304 New
CPIG
1506
Chicago Partners Investment Group
Illinois
$567K -$30.3K -136 -6%
CPA
1507
Capital Planning Advisors
California
$564K +$38.1K +171 +8%
6F
1508
626 Financial
Michigan
$562K +$223 +1 +0%
RMCM
1509
Reynders McVeigh Capital Management
Massachusetts
$561K +$6.91K +31 +1%
TGAM
1510
TBH Global Asset Management
Tennessee
$560K +$21.4K +96 +4%
LFG
1511
Larson Financial Group
Missouri
$559K +$11.6K +52 +2%
VA
1512
Valmark Advisers
Ohio
$557K +$10.7K +48 +2%
RDIA
1513
RE Dickinson Investment Advisors
Iowa
$554K +$55.7K +250 +13%
WAL
1514
W Advisors LLC
Tennessee
$552K – – –
MW
1515
Marcum Wealth
Ohio
$551K -$15.2K -68 -3%
1WA
1516
180 Wealth Advisors
Washington
$549K -$6.02K -27 -1%
RWP
1517
Ridgecrest Wealth Partners
California
$548K – – –
EFI
1518
EHP Funds Inc
Canada
$546K -$274K -1,230 -36%
HFG
1519
Heron Financial Group
New York
$545K +$14.5K +65 +3%
SIA
1520
Soltis Investment Advisors
Utah
$544K -$892 -4 -0.2%
AI
1521
Accredited Investors
Minnesota
$543K +$669 +3 +0.1%
DAM
1522
Derbend Asset Management
Georgia
$543K +$2.68K +12 +0.5%
NCM
1523
NCM Capital Management
New Jersey
$543K – – –
PP
1524
PDS Planning
Ohio
$542K +$26.5K +119 +6%
HWA
1525
Heartwood Wealth Advisors
Virginia
$542K – – –
59 60
61
62 63