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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Aviso Wealth Management
Washington
$863K +$206K +579 +28%
PWM
1552
Palumbo Wealth Management
New York
$863K +$21.7K +61 +2%
KA
1553
Kercheville Advisors
Texas
$861K +$39.9K +112 +4%
CFO
1554
CVA Family Office
Colorado
$860K +$64.1K +180 +7%
BIG
1555
Brookwood Investment Group
Arizona
$860K +$929K +2,608 New
CA
1556
Capital Advantage
California
$860K – – –
PL
1557
Plancorp LLC
Missouri
$858K +$51.6K +145 +6%
LWA
1558
Lineweaver Wealth Advisors
Ohio
$853K +$920K +2,583 New
NG
1559
Northstar Group
New York
$853K – – –
KF
1560
KKM Financial
Illinois
$850K -$6.77K -19 -0.7%
GFG
1561
Goldstone Financial Group
Illinois
$848K +$189K +531 +26%
LCGC
1562
Legacy Capital Group California
California
$847K -$503K -1,413 -35%
HWA
1563
Heritage Wealth Advisors
Virginia
$847K -$712 -2 -0.1%
AP
1564
Atwood & Palmer
Missouri
$846K – – –
SWA
1565
Sax Wealth Advisors
New Jersey
$845K +$127K +356 +16%
RA
1566
Rational Advisors
New York
$843K +$314K +882 +53%
DE
1567
Diversified Enterprises
Delaware
$843K +$116K +325 +15%
LWCFA
1568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$842K -$2.49K -7 -0.2%
VWA
1569
Visionary Wealth Advisors
Illinois
$842K -$21.4K -60 -2%
CA
1570
Cortland Associates
Missouri
$841K +$1.07K +3 +0.1%
HCA
1571
Heck Capital Advisors
Wisconsin
$840K -$1.33M -3,747 -60%
CWM
1572
Calamos Wealth Management
Illinois
$840K +$198K +556 +28%
AL
1573
Aspiriant LLC
California
$840K +$27.4K +77 +3%
BAM
1574
BOS Asset Management
Illinois
$839K -$6.41K -18 -0.7%
PP
1575
PDS Planning
Ohio
$839K +$61.6K +173 +7%
61 62
63
64 65