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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1626
Cove Private Wealth
New York
$1.13M – – –
BWS
1627
Buck Wealth Strategies
Colorado
$1.12M +$423K +990 +73%
EGA
1628
E&G Advisors
Texas
$1.12M +$854 +2 +0.1%
OCM
1629
One Capital Management
California
$1.11M +$32K +75 +3%
YP
1630
YANKCOM Partnership
South Dakota
$1.11M +$25.2K +59 +3%
SIC
1631
SJS Investment Consulting
Ohio
$1.11M +$418K +980 +73%
AAG
1632
Armstrong Advisory Group
Massachusetts
$1.11M -$28.6K -67 -3%
FFO
1633
Fiduciary Family Office
Florida
$1.1M -$208K -487 -17%
PTP
1634
Platform Technology Partners
New York
$1.1M +$3.42K +8 +0.3%
GWMI
1635
Guardian Wealth Management (Illinois)
Illinois
$1.1M -$1.71K -4 -0.2%
DFA
1636
Delta Financial Advisors
Louisiana
$1.1M +$723K +1,693 +276%
BFA
1637
Bill Few Associates
Pennsylvania
$1.1M -$5.55K -13 -0.6%
MJP
1638
Michael J. Puzo
$1.1M -$38.4K -90 -4%
HAIM
1639
Hunter Associates Investment Management
Pennsylvania
$1.1M – – –
NSAM
1640
North Star Asset Management
Wisconsin
$1.1M – – –
1WA
1641
180 Wealth Advisors
Washington
$1.09M -$6.4K -15 -0.7%
AIIMS
1642
Analyst IMS Investment Management Services
Israel
$1.09M -$197K -461 -17%
WF
1643
Wayfinding Financial
Washington
$1.09M -$854 -2 -0.1%
KAS
1644
KPP Advisory Services
Kentucky
$1.09M +$12.8K +30 +1%
MGWM
1645
Marks Group Wealth Management
Minnesota
$1.09M +$73.9K +173 +8%
GIA
1646
GHP Investment Advisors
Colorado
$1.09M -$427 -1 -0%
ACGA
1647
Atlanta Consulting Group Advisors
Georgia
$1.09M -$27.7K -65 -3%
VAM
1648
Verity Asset Management
North Carolina
$1.09M +$419K +981 +76%
MIC
1649
Means Investment Company
Maine
$1.09M +$1.71K +4 +0.2%
BHPW
1650
Beverly Hills Private Wealth
California
$1.08M -$107K -250 -10%
64 65
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67 68