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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1526
Stableford Capital II
Arizona
$1.08M -$115K -345 -12%
CP
1527
Creekside Partners
California
$1.08M +$1K +3 +0.1%
DEM
1528
Disciplined Equity Management
Florida
$1.08M +$93.3K +280 +11%
JIC
1529
Joel Isaacson & Co
New York
$1.08M +$15.7K +47 +2%
LWCFA
1530
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.08M -$24K -72 -3%
DA
1531
Denali Advisors
California
$1.07M -$22K -66 -2%
AWM
1532
Aviso Wealth Management
Washington
$1.07M +$51K +153 +6%
KFI
1533
Key Financial Inc
Pennsylvania
$1.07M +$10K +30 +1%
CFA
1534
Capstone Financial Advisors
Illinois
$1.07M -$32K -96 -3%
AIIMS
1535
Analyst IMS Investment Management Services
Israel
$1.07M +$467K +1,400 +104%
CAM
1536
Covenant Asset Management
New Jersey
$1.07M -$37.3K -112 -4%
TWA
1537
Trace Wealth Advisors
California
$1.07M – – –
HBT
1538
Heartland Bank & Trust
Illinois
$1.07M – – –
CA
1539
Claris Advisors
Missouri
$1.07M -$58.7K -176 -6%
PWPS
1540
Pinnacle Wealth Planning Services
Ohio
$1.07M -$45K -135 -5%
PIMG
1541
Patriot Investment Management Group
Tennessee
$1.07M -$18.3K -55 -2%
EWA
1542
Elevate Wealth Advisory
Georgia
$1.06M -$41.7K -125 -4%
AGAM
1543
Audent Global Asset Management
California
$1.06M -$4K -12 -0.4%
RIA
1544
Realta Investment Advisors
Delaware
$1.06M +$23.3K +70 +3%
TAM
1545
Titleist Asset Management
Texas
$1.06M -$2.33K -7 -0.3%
TWM
1546
Tradition Wealth Management
Minnesota
$1.06M -$5K -15 -0.5%
BF
1547
Baring Financial
Washington
$1.06M +$22.3K +67 +3%
LWAM
1548
Legacy Wealth Asset Management
Minnesota
$1.05M -$13.3K -40 -1%
PF
1549
Prosperitas Financial
California
$1.05M -$15K -45 -2%
GFP
1550
Gryphon Financial Partners
Ohio
$1.05M +$100K +300 +13%
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