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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1626
PRW Wealth Management
Massachusetts
$317K +$336K +1,456 New
EWA
1627
ERTS Wealth Advisors
Michigan
$316K -$11.5K -50 -3%
LA
1628
Latitude Advisors
Florida
$316K +$32.3K +140 +11%
MIAS
1629
Mason Investment Advisory Services
Virginia
$316K +$335K +1,450 New
WAM
1630
Winslow Asset Management
Ohio
$314K +$3.46K +15 +1%
M
1631
Mirova
France
$313K – – –
COCM
1632
Charter Oak Capital Management
New Hampshire
$312K +$693 +3 +0.2%
BAIA
1633
Bel Air Investment Advisors
California
$311K -$307K -1,330 -48%
AL
1634
ACAS LLC
California
$311K – – –
SEM
1635
Strategic Equity Management
Arizona
$310K +$2.77K +12 +0.9%
APW
1636
Acima Private Wealth
Virginia
$309K – – –
ACM
1637
AUA Capital Management
Pennsylvania
$309K – – –
JFA
1638
Johanson Financial Advisors
California
$309K +$1.16K +5 +0.3%
OPTFSNA
1639
Old Point Trust & Financial Services N A
Virginia
$309K +$80.8K +350 +33%
1IA
1640
1834 Investment Advisors
Wisconsin
$307K -$57.7K -250 -15%
P
1641
&Partners
Tennessee
$306K +$12.5K +54 +4%
CA
1642
Cullinan Associates
Kentucky
$305K – – –
NJBEST
1643
New Jersey Better Educational Savings Trust
New Jersey
$305K – – –
WAM
1644
WNY Asset Management
New York
$305K +$31.2K +135 +11%
FPGK
1645
Financial Partners Group (Kansas)
Kansas
$304K +$115K +499 +56%
PFA
1646
Pure Financial Advisors
California
$302K -$115K -499 -26%
CA
1647
Cortland Associates
Missouri
$302K -$10.6K -46 -3%
GWM
1648
Greenwich Wealth Management
Connecticut
$301K – – –
MIC
1649
Means Investment Company
Maine
$301K +$462 +2 +0.1%
CWP
1650
Curated Wealth Partners
California
$301K +$19.9K +86 +7%
64 65
66
67 68