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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1576
Evergreen Wealth Solutions
Pennsylvania
$2.04M +$736K +1,062 +58%
AA
1577
Aire Advisors
California
$2.04M +$6.93K +10 +0.3%
PA
1578
Probity Advisors
Texas
$2.04M -$52.6K -76 -3%
MWA
1579
Midland Wealth Advisors
Illinois
$2.04M -$241K -348 -11%
CFGW
1580
Chancellor Financial Group WB
Pennsylvania
$2.04M +$1.39K +2 +0.1%
BIG
1581
Brookwood Investment Group
Arizona
$2.04M -$202K -291 -9%
TC
1582
TownSquare Capital
Utah
$2.03M +$54K +78 +3%
KA
1583
Kercheville Advisors
Texas
$2.03M -$6.93K -10 -0.3%
AL
1584
Aspiriant LLC
California
$2.03M +$226K +327 +13%
CFO
1585
Cambient Family Office
Michigan
$2.03M +$195K +282 +11%
AWA
1586
Ark Wealth Advisors
California
$2.02M +$20.1K +29 +1%
SAM
1587
Sawgrass Asset Management
Florida
$2.02M – – –
GWM
1588
Gibbs Wealth Management
Georgia
$2M +$1.11M +1,607 +132%
CWM
1589
Chesapeake Wealth Management
Virginia
$2M -$153K -221 -7%
CIA
1590
Compass Ion Advisors
Pennsylvania
$2M -$33.9K -49 -2%
PCMK
1591
Paragon Capital Management (Kansas)
Kansas
$2M +$139K +200 +8%
SW
1592
SVB Wealth
Massachusetts
$1.99M -$346K -499 -15%
GCM
1593
GKV Capital Management
California
$1.99M -$19.4K -28 -1%
TNBTD
1594
Trustmark National Bank Trust Department
Mississippi
$1.99M -$140K -202 -7%
KA
1595
Klingman & Associates
New York
$1.99M +$61K +88 +3%
PC
1596
Peavine Capital
Nevada
$1.98M – – –
QWP
1597
Quotient Wealth Partners
Texas
$1.98M -$11.8K -17 -0.6%
LFA
1598
Legacy Financial Advisors
Kentucky
$1.98M +$33.9K +49 +2%
CA
1599
Claris Advisors
Missouri
$1.98M – – –
CFO
1600
CVA Family Office
Colorado
$1.98M +$161K +233 +9%
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