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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1626
Addison Capital
Pennsylvania
$378K -$2.1K -10 -0.6%
PWAG
1627
Polaris Wealth Advisory Group
California
$378K +$39.6K +189 +12%
FA
1628
FDx Advisors
Illinois
$378K +$98.2K +468 +38%
AWP
1629
Abacus Wealth Partners
California
$377K -$38.2K -182 -10%
GFS
1630
GYL Financial Synergies
Connecticut
$376K +$5.66K +27 +2%
WDA
1631
Wendell David Associates
New Hampshire
$375K – – –
AMM
1632
American Money Management
California
$375K +$839 +4 +0.2%
AIP
1633
Almanack Investment Partners
Pennsylvania
$374K -$69.2K -330 -16%
CPSAC
1634
Chas P. Smith & Associates (CPS)
Florida
$374K – – –
BRA
1635
Bender Robert & Associates
California
$373K -$5.24K -25 -1%
LF
1636
LifeSteps Financial
California
$373K +$18.9K +90 +6%
FAB
1637
First American Bank
Illinois
$373K – – –
ACM
1638
Ategra Capital Management
Virginia
$373K -$97.3K -464 -22%
SFG
1639
Sunburst Financial Group
Alabama
$371K – – –
AAS
1640
Annex Advisory Services
Wisconsin
$370K +$210 +1 +0.1%
APWM
1641
Atlas Private Wealth Management
New York
$369K -$2.31K -11 -0.7%
FAN
1642
Financial Advisors Network
California
$369K +$347K +1,656 New
LSPW
1643
Lake Street Private Wealth
Illinois
$367K -$42.6K -203 -11%
SC
1644
Schulhoff & Co
Ohio
$367K – – –
JSW
1645
Journey Strategic Wealth
New Jersey
$367K +$20.6K +98 +6%
RPWA
1646
Regent Peak Wealth Advisors
Georgia
$366K +$12K +57 +4%
BWA
1647
Blodgett Wealth Advisors
California
$365K +$10.5K +50 +3%
GAM
1648
Gould Asset Management
California
$365K +$41.9K +200 +14%
FBC
1649
Fairfield, Bush & Co
Connecticut
$361K – – –
BBNA
1650
Bremer Bank National Association
Minnesota
$360K – – –
64 65
66
67 68