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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1576
Hudson Valley Investment Advisors
New York
$1.02M – – –
WWA
1577
Wealth Watch Advisors
Colorado
$1.02M +$48.3K +145 +4%
KFC
1578
Klingenstein Fields & Co
New York
$1.02M – – –
SAM
1579
Synergy Asset Management
Washington
$1.02M -$40.7K -122 -4%
KA
1580
Klingman & Associates
New York
$1.02M +$339K +1,016 +63%
IFU
1581
iSAM Funds (UK)
United Kingdom
$1.02M +$873K +2,619 New
BLC
1582
Brown, Lisle/Cummings
Rhode Island
$1.02M – – –
SWA
1583
Sax Wealth Advisors
New Jersey
$1.02M +$18.3K +55 +2%
PWM
1584
Palumbo Wealth Management
New York
$1.02M +$667 +2 +0.1%
CFM
1585
Catalyst Funds Management
Australia
$1.01M -$393K -1,180 -31%
PCMK
1586
Paragon Capital Management (Kansas)
Kansas
$1.01M +$867K +2,600 New
AC
1587
AlphaCore Capital
California
$1.01M +$260K +780 +43%
BA
1588
Bridgewater Advisors
New York
$1.01M +$32.7K +98 +4%
HWA
1589
Heritage Wealth Advisors
Virginia
$997K – – –
AP
1590
Atwood & Palmer
Missouri
$996K – – –
WF
1591
Wayfinding Financial
Washington
$994K -$3.67K -11 -0.5%
DS
1592
DRW Securities
Illinois
$994K +$356K +1,069 +71%
PWMG
1593
Prestige Wealth Management Group
New Jersey
$992K +$11.3K +34 +1%
EWM
1594
Evermay Wealth Management
Virginia
$992K +$70K +210 +9%
CA
1595
Cortland Associates
Missouri
$991K +$1K +3 +0.1%
VWM
1596
Vermillion Wealth Management
Minnesota
$989K -$158K -474 -16%
GWM
1597
Greenwich Wealth Management
Connecticut
$988K +$9.67K +29 +1%
WLIM
1598
White Lighthouse Investment Management
Massachusetts
$986K -$167K -500 -16%
BCM
1599
BluePath Capital Management
Georgia
$986K +$27K +81 +3%
CHJWM
1600
Carlton Hofferkamp & Jenks Wealth Management
Texas
$986K -$8.67K -26 -1%
62 63
64
65 66