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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1576
Tarbox Family Office
California
$565K – – –
OA
1577
Operose Advisors
Wisconsin
$564K +$128K +473 +30%
APWM
1578
Atlas Private Wealth Management
New York
$564K +$271 +1 +0%
MCA
1579
Martin Capital Advisors
Texas
$564K +$40.7K +150 +8%
FBB
1580
Fulton Breakefield Broenniman
Maryland
$563K -$183K -675 -25%
GWM
1581
GSB Wealth Management
Connecticut
$563K +$4.34K +16 +0.8%
OW
1582
Olistico Wealth
Oklahoma
$562K -$81.4K -300 -13%
AA
1583
AF Advisors
California
$562K – – –
NL
1584
NWAM LLC
Washington
$561K -$437K -1,612 -44%
MSCM
1585
McElhenny Sheffield Capital Management
Texas
$560K – – –
BFG
1586
Berger Financial Group
Minnesota
$560K -$9.77K -36 -2%
VAG
1587
VisionPoint Advisory Group
Texas
$555K +$66.2K +244 +14%
SFO
1588
Stokes Family Office
Louisiana
$552K +$110K +406 +25%
AIM
1589
Acropolis Investment Management
Missouri
$552K – – –
TAM
1590
Townsend Asset Management
North Carolina
$550K – – –
FAB
1591
First American Bank
Illinois
$548K +$6.78K +25 +1%
BCM
1592
Bienville Capital Management
New York
$546K – – –
CCG
1593
Ceeto Capital Group
Florida
$546K – – –
JWBC
1594
J.W. Burns & Co
New York
$546K – – –
CT
1595
Clearstead Trust
Maine
$545K +$21.7K +80 +4%
S
1596
SimplyRich
California
$544K – – –
CHA
1597
Cooper/Haims Advisors
New York
$544K -$4.88K -18 -0.9%
CS
1598
Capital Square
Tennessee
$542K -$543 -2 -0.1%
PG
1599
Patten Group
Tennessee
$538K -$13.3K -49 -2%
QPWM
1600
Quadrant Private Wealth Management
Pennsylvania
$537K -$161K -594 -23%
62 63
64
65 66