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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1551
Capital Planning Advisors
California
$682K +$43.8K +169 +8%
LSA
1552
Leonteq Securities AG
Switzerland
$681K -$986K -3,801 -62%
EA
1553
Everpar Advisors
Oklahoma
$681K +$598K +2,304 New
HWAM
1554
Hennion & Walsh Asset Management
New Jersey
$675K -$4.93K -19 -0.8%
PWMG
1555
Provence Wealth Management Group
California
$673K +$87.9K +339 +18%
AWM
1556
Aberdeen Wealth Management
Illinois
$669K – – –
BHPW
1557
Beverly Hills Private Wealth
California
$667K -$12.5K -48 -2%
RDIA
1558
RE Dickinson Investment Advisors
Iowa
$665K – – –
1WA
1559
180 Wealth Advisors
Washington
$664K -$3.63K -14 -0.6%
HTIM
1560
Harbour Trust & Investment Management
Indiana
$662K +$581K +2,240 New
MWM
1561
Marion Wealth Management
Pennsylvania
$662K -$23.6K -91 -4%
IB
1562
Intrust Bank
Kansas
$661K +$5.71K +22 +1%
MGWM
1563
Marks Group Wealth Management
Minnesota
$661K +$22.3K +86 +4%
CAM
1564
Cypress Asset Management
Texas
$659K -$1.3K -5 -0.2%
RWP
1565
Ridgecrest Wealth Partners
California
$658K -$519 -2 -0.1%
HIA
1566
Harbor Investment Advisory
Maryland
$657K -$64.9K -250 -10%
CWM
1567
Cahaba Wealth Management
Georgia
$656K -$141K -543 -20%
AIM
1568
Athena Investment Management
California
$651K – – –
DMBA
1569
Deseret Mutual Benefit Administrators
Utah
$650K -$202K -780 -26%
FG
1570
Fiduciary Group
Georgia
$649K +$259 +1 +0%
BAM
1571
Blueshift Asset Management
New Jersey
$648K +$569K +2,193 New
FB
1572
Fulton Bank
Pennsylvania
$648K -$33.7K -130 -6%
GWMI
1573
Guardian Wealth Management (Illinois)
Illinois
$648K +$137K +528 +32%
SWM
1574
Segment Wealth Management
Texas
$645K +$259 +1 +0%
6F
1575
626 Financial
Michigan
$644K -$13.2K -51 -2%
61 62
63
64 65