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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1551
Tradition Wealth Management
Minnesota
$978K +$84.5K +218 +9%
EBWM
1552
Eagle Bluffs Wealth Management
Missouri
$977K – – –
CIC
1553
Carnegie Investment Counsel
Ohio
$975K +$4.65K +12 +0.4%
AWM
1554
Avior Wealth Management
Nebraska
$973K -$43K -111 -4%
RIA
1555
Richwood Investment Advisors
Ohio
$969K +$71.7K +185 +7%
CPA
1556
Capital Planning Advisors
California
$968K +$776 +2 +0.1%
HPBT
1557
Hickory Point Bank & Trust
Illinois
$963K +$1.03M +2,655 New
SAM
1558
Sompo Asset Management
Japan
$961K – – –
LMKC
1559
L.M. Kohn & Company
Ohio
$961K -$2.71K -7 -0.3%
FH
1560
FWG Holdings
Florida
$960K +$84.9K +219 +9%
HVIA
1561
Hudson Valley Investment Advisors
New York
$959K +$13.6K +35 +1%
KFC
1562
Klingenstein Fields & Co
New York
$959K – – –
MFS
1563
Miller Financial Services
Michigan
$958K +$1.02M +2,642 New
UWPG
1564
Ullmann Wealth Partners Group
Florida
$958K +$251K +648 +33%
WCM
1565
Winebrenner Capital Management
Kentucky
$958K +$1.02M +2,640 New
CCC
1566
Compass Capital Corp
Massachusetts
$957K +$1.01M +2,594 New
VRM
1567
Vectors Research Management
New York
$957K -$128K -331 -11%
YIM
1568
Yoffe Investment Management
Pennsylvania
$957K +$1.02M +2,637 New
FCAS
1569
First Command Advisory Services
Texas
$954K -$45.8K -118 -4%
SMA
1570
Sage Mountain Advisors
Georgia
$954K +$81.8K +211 +9%
RWMG
1571
Redwood Wealth Management Group
New Jersey
$951K -$7.37K -19 -0.7%
BLC
1572
Brown, Lisle/Cummings
Rhode Island
$949K +$48.5K +125 +5%
WDC
1573
Woodward Diversified Capital
California
$948K -$644K -1,661 -39%
VWA
1574
Visionary Wealth Advisors
Illinois
$948K -$31.8K -82 -3%
HIA
1575
Harbor Investment Advisory
Maryland
$946K +$388 +1 +0%
61 62
63
64 65