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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1651
Capital Advantage
California
$1.08M +$1.71K +4 +0.2%
GB
1652
Goepper Burkhardt
South Carolina
$1.08M – – –
AHC
1653
Adell Harriman & Carpenter
Texas
$1.08M +$85.4K +200 +10%
SPF
1654
South Plains Financial
Texas
$1.08M +$118K +276 +14%
PFSC
1655
Peoples Financial Services Corp
Pennsylvania
$1.08M +$23.5K +55 +2%
SG
1656
Sienna Gestion
France
$1.07M -$12.9M -30,174 -92%
SIS
1657
Sound Income Strategies
Florida
$1.07M -$35.9K -84 -4%
LPT
1658
Legacy Private Trust
Wisconsin
$1.07M +$959K +2,246 New
CA
1659
Claris Advisors
Missouri
$1.07M – – –
CC
1660
Constitution Capital
Connecticut
$1.06M +$5.12K +12 +0.5%
CWM
1661
Cranbrook Wealth Management
Michigan
$1.06M – – –
WA1
1662
Wimmer Associates 1
California
$1.06M – – –
LA
1663
Latitude Advisors
Florida
$1.06M -$39.3K -92 -4%
PFG
1664
Prosperity Financial Group
California
$1.06M +$70K +164 +8%
OHWA
1665
Oak Hill Wealth Advisors
Virginia
$1.06M – – –
IBOK
1666
Independence Bank of Kentucky
Kentucky
$1.06M +$2.13K +5 +0.2%
BOJHT
1667
Bank of Jackson Hole Trust
Wyoming
$1.06M +$83.2K +195 +10%
RPGK
1668
Retirement Planning Group (Kansas)
Kansas
$1.06M +$340K +796 +56%
HWM
1669
Horizon Wealth Management
Illinois
$1.05M +$1.28K +3 +0.1%
CNTOF
1670
Canandaigua National Trust of Florida
New York
$1.05M -$30.3K -71 -3%
WMA
1671
West Michigan Advisors
Michigan
$1.05M -$142K -333 -13%
LCM
1672
LVM Capital Management
Michigan
$1.05M -$21.3K -50 -2%
CA
1673
Calton & Associates
Florida
$1.05M -$124K -291 -12%
FC
1674
Financial Consulate
Maryland
$1.05M +$935K +2,191 New
RFG
1675
RFP Financial Group
Georgia
$1.05M -$225K -526 -18%
65 66
67
68 69