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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1651
Camarda Financial Advisors
Florida
$1.85M +$1.8M +2,605 New
IP
1652
Intellectus Partners
California
$1.84M -$10.4K -15 -0.6%
CI
1653
Cherokee Insurance
Michigan
$1.84M -$450K -650 -20%
AIM
1654
Acropolis Investment Management
Missouri
$1.84M +$36.7K +53 +2%
VIS
1655
Vega Investment Solutions
France
$1.84M +$1.27M +1,836 +243%
LWAM
1656
Legacy Wealth Asset Management
Minnesota
$1.83M +$7.62K +11 +0.4%
BLC
1657
Brown, Lisle/Cummings
Rhode Island
$1.83M -$31.9K -46 -2%
BAM
1658
Belpointe Asset Management
Nevada
$1.83M -$546K -788 -23%
EWM
1659
Elite Wealth Management
Washington
$1.82M +$1.78M +2,572 New
AP
1660
Atwood & Palmer
Missouri
$1.82M +$1.39K +2 +0.1%
UWPG
1661
Ullmann Wealth Partners Group
Florida
$1.81M -$54K -78 -3%
LWA
1662
Lineweaver Wealth Advisors
Ohio
$1.81M -$303K -437 -15%
ML
1663
McAdam LLC
Pennsylvania
$1.81M +$298K +430 +20%
AIA
1664
Affinity Investment Advisors
California
$1.8M -$244K -352 -12%
RPGK
1665
Retirement Planning Group (Kansas)
Kansas
$1.8M +$178K +257 +11%
GCM
1666
Gladius Capital Management
Illinois
$1.8M +$1.42M +2,045 +415%
SIC
1667
Shoker Investment Counsel
Ohio
$1.79M +$2.08K +3 +0.1%
PTP
1668
Platform Technology Partners
New York
$1.79M +$193K +278 +12%
AWM
1669
Allen Wealth Management
North Carolina
$1.79M -$170K -245 -9%
PWPS
1670
Pinnacle Wealth Planning Services
Ohio
$1.79M -$95.6K -138 -5%
WCM
1671
Washburn Capital Management
Florida
$1.79M +$17.3K +25 +1%
RGF
1672
Retirement Guys Formula
Ohio
$1.79M +$1.75M +2,522 New
WFA
1673
Wellspring Financial Advisors
Ohio
$1.79M +$77.6K +112 +5%
RL
1674
Rogco LP
Oklahoma
$1.78M +$693 +1 +0%
FCFC
1675
First Commonwealth Financial Corp
Pennsylvania
$1.78M +$322K +465 +23%
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