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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1551
Carnegie Investment Counsel
Ohio
$975K +$4.65K +12 +0.4%
AWM
1552
Avior Wealth Management
Nebraska
$973K -$43K -111 -4%
RIA
1553
Richwood Investment Advisors
Ohio
$969K +$71.7K +185 +7%
CPA
1554
Capital Planning Advisors
California
$968K +$776 +2 +0.1%
HPBT
1555
Hickory Point Bank & Trust
Illinois
$963K +$1.03M +2,655 New
SAM
1556
Sompo Asset Management
Japan
$961K – – –
LMKC
1557
L.M. Kohn & Company
Ohio
$961K -$2.71K -7 -0.3%
FH
1558
FWG Holdings
Florida
$960K +$84.9K +219 +9%
HVIA
1559
Hudson Valley Investment Advisors
New York
$959K +$13.6K +35 +1%
KFC
1560
Klingenstein Fields & Co
New York
$959K – – –
MFS
1561
Miller Financial Services
Michigan
$958K +$1.02M +2,642 New
UWPG
1562
Ullmann Wealth Partners Group
Florida
$958K +$251K +648 +33%
WCM
1563
Winebrenner Capital Management
Kentucky
$958K +$1.02M +2,640 New
CCC
1564
Compass Capital Corp
Massachusetts
$957K +$1.01M +2,594 New
VRM
1565
Vectors Research Management
New York
$957K -$128K -331 -11%
YIM
1566
Yoffe Investment Management
Pennsylvania
$957K +$1.02M +2,637 New
FCAS
1567
First Command Advisory Services
Texas
$954K -$45.8K -118 -4%
SMA
1568
Sage Mountain Advisors
Georgia
$954K +$81.8K +211 +9%
RWMG
1569
Redwood Wealth Management Group
New Jersey
$951K -$7.37K -19 -0.7%
BLC
1570
Brown, Lisle/Cummings
Rhode Island
$949K +$48.5K +125 +5%
WDC
1571
Woodward Diversified Capital
California
$948K -$644K -1,661 -39%
VWA
1572
Visionary Wealth Advisors
Illinois
$948K -$31.8K -82 -3%
HIA
1573
Harbor Investment Advisory
Maryland
$946K +$388 +1 +0%
KF
1574
KKM Financial
Illinois
$946K +$282K +726 +39%
QPWM
1575
Quadrant Private Wealth Management
Pennsylvania
$944K +$6.59K +17 +0.7%
61 62
63
64 65