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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1551
PDS Planning
Ohio
$1.68M +$16.7K +30 +1%
PFA
1552
Pathway Financial Advisors
Vermont
$1.68M – – –
EPW
1553
Elevated Private Wealth
Wisconsin
$1.68M +$1.63M +2,932 New
SSA
1554
Sierra Summit Advisors
Nevada
$1.68M +$35.6K +64 +2%
VWM
1555
Vermillion Wealth Management
Minnesota
$1.68M +$216K +388 +15%
HA
1556
Harfst & Associates
Wyoming
$1.66M -$20K -36 -1%
ZBNA
1557
Zions Bancorporation, National Association
Utah
$1.66M +$400K +720 +33%
AIA
1558
Affinity Investment Advisors
California
$1.66M -$215K -387 -12%
MFC
1559
Mechanics Financial Corp
Ohio
$1.66M – – –
UAML
1560
US Asset Management LLC
Pennsylvania
$1.66M -$14.5K -26 -0.9%
JWBC
1561
J.W. Burns & Co
New York
$1.65M +$17.2K +31 +1%
GAM
1562
Grandview Asset Management
Pennsylvania
$1.65M -$63.4K -114 -4%
VCP
1563
Verus Capital Partners
Arizona
$1.65M +$79.5K +143 +5%
VF
1564
Virtu Financial
New York
$1.65M +$1.6M +2,881 New
HNB
1565
Hilltop National Bank
Wyoming
$1.65M -$51.7K -93 -3%
CIA
1566
Compass Ion Advisors
Pennsylvania
$1.64M -$5K -9 -0.3%
CFGW
1567
Chancellor Financial Group WB
Pennsylvania
$1.64M +$1.67K +3 +0.1%
AA
1568
Aire Advisors
California
$1.64M +$2.22K +4 +0.1%
LFS
1569
Lighthouse Financial Services
California
$1.64M +$1.59M +2,866 New
GFG
1570
Greenberg Financial Group
Arizona
$1.64M +$1.59M +2,865 New
SAM
1571
Sawgrass Asset Management
Florida
$1.63M – – –
GCM
1572
GKV Capital Management
California
$1.63M – – –
CFA
1573
Capstone Financial Advisors
Illinois
$1.63M +$20K +36 +1%
BI
1574
Ballast Inc
Kentucky
$1.62M +$4.45K +8 +0.3%
HNWAG
1575
High Net Worth Advisory Group
Florida
$1.62M -$41.1K -74 -3%
61 62
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