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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1626
Polaris Wealth Advisory Group
California
$378K +$39.6K +189 +12%
FA
1627
FDx Advisors
Illinois
$378K +$98.2K +468 +38%
AWP
1628
Abacus Wealth Partners
California
$377K -$38.2K -182 -10%
GFS
1629
GYL Financial Synergies
Connecticut
$376K +$5.66K +27 +2%
WDA
1630
Wendell David Associates
New Hampshire
$375K – – –
AMM
1631
American Money Management
California
$375K +$839 +4 +0.2%
AIP
1632
Almanack Investment Partners
Pennsylvania
$374K -$69.2K -330 -16%
CPSAC
1633
Chas P. Smith & Associates (CPS)
Florida
$374K – – –
BRA
1634
Bender Robert & Associates
California
$373K -$5.24K -25 -1%
LF
1635
LifeSteps Financial
California
$373K +$18.9K +90 +6%
FAB
1636
First American Bank
Illinois
$373K – – –
ACM
1637
Ategra Capital Management
Virginia
$373K -$97.3K -464 -22%
SFG
1638
Sunburst Financial Group
Alabama
$371K – – –
AAS
1639
Annex Advisory Services
Wisconsin
$370K +$210 +1 +0.1%
APWM
1640
Atlas Private Wealth Management
New York
$369K -$2.31K -11 -0.7%
FAN
1641
Financial Advisors Network
California
$369K +$347K +1,656 New
LSPW
1642
Lake Street Private Wealth
Illinois
$367K -$42.6K -203 -11%
SC
1643
Schulhoff & Co
Ohio
$367K – – –
JSW
1644
Journey Strategic Wealth
New Jersey
$367K +$20.6K +98 +6%
RPWA
1645
Regent Peak Wealth Advisors
Georgia
$366K +$12K +57 +4%
BWA
1646
Blodgett Wealth Advisors
California
$365K +$10.5K +50 +3%
GAM
1647
Gould Asset Management
California
$365K +$41.9K +200 +14%
FBC
1648
Fairfield, Bush & Co
Connecticut
$361K – – –
BBNA
1649
Bremer Bank National Association
Minnesota
$360K – – –
CNB
1650
Camden National Bank
Maine
$359K +$18.2K +87 +6%
64 65
66
67 68