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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
1601
Y.D. More Investments
Israel
$423K +$384K +1,763 New
GBT
1602
Grove Bank & Trust
Florida
$423K +$3.05K +14 +0.8%
PI
1603
PFS Investments
Georgia
$421K +$73.1K +336 +24%
YIA
1604
YHB Investment Advisors
Connecticut
$421K +$3.27K +15 +0.9%
GCA
1605
Gradient Capital Advisors
California
$420K – – –
FAG
1606
Fortitude Advisory Group
Washington
$420K +$27K +124 +8%
WA
1607
WealthTrust Axiom
Pennsylvania
$420K +$32.4K +149 +9%
MGWM
1608
Marks Group Wealth Management
Minnesota
$419K – – –
TTWM
1609
TCV Trust & Wealth Management
Virginia
$418K +$6.97K +32 +2%
TGAM
1610
TBH Global Asset Management
Tennessee
$418K +$379K +1,743 New
RFA
1611
Register Financial Advisors
Georgia
$417K +$379K +1,741 New
TBNY
1612
Trustco Bank (New York)
New York
$417K -$2.61K -12 -0.7%
SFG
1613
Sovereign Financial Group
Connecticut
$417K +$20.9K +96 +6%
T
1614
TOBAM
France
$416K -$245K -1,127 -39%
BFS
1615
Bard Financial Services
Connecticut
$416K +$378K +1,735 New
LA
1616
Legacy Advisors
Pennsylvania
$416K +$62.5K +287 +20%
LA
1617
Latitude Advisors
Florida
$416K -$48.3K -222 -11%
KWM
1618
Kaydan Wealth Management
Michigan
$415K -$6.31K -29 -2%
OW
1619
Olistico Wealth
Oklahoma
$414K +$377K +1,730 New
ARG
1620
Advisory Resource Group
Oklahoma
$414K -$17.9K -82 -5%
TW
1621
TrinityPoint Wealth
Connecticut
$414K -$2.83K -13 -0.7%
VAM
1622
Verity Asset Management
North Carolina
$414K +$376K +1,727 New
RMAM
1623
Raab & Moskowitz Asset Management
New Jersey
$413K – – –
FNT
1624
First Nebraska Trust
Nebraska
$413K +$376K +1,726 New
NFSG
1625
Newbridge Financial Services Group
Florida
$411K -$50.5K -232 -12%
63 64
65
66 67