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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1676
Keebeck Wealth Management
Illinois
$2.61M +$220K +250 +11%
BF
1677
Baring Financial
Washington
$2.61M -$300K -341 -12%
PF
1678
Prosperitas Financial
California
$2.61M -$1.76K -2 -0.1%
LWAM
1679
Legacy Wealth Asset Management
Minnesota
$2.61M -$122K -139 -5%
AP
1680
Atwood & Palmer
Missouri
$2.61M -$105K -119 -5%
GAA
1681
Global Assets Advisory
Florida
$2.61M +$1.4M +1,599 +157%
PFA
1682
Pathway Financial Advisors
Vermont
$2.6M – – –
DCU
1683
Dara Capital US
Florida
$2.6M +$1.28M +1,462 +149%
LCM
1684
Leisure Capital Management
California
$2.6M – – –
AWA
1685
Arbor Wealth Advisors
Michigan
$2.6M – – –
TC
1686
TFR Capital
Texas
$2.59M +$128K +146 +6%
TAM
1687
Trillium Asset Management
Massachusetts
$2.59M – – –
SFA
1688
Souders Financial Advisors
Ohio
$2.59M -$5.27K -6 -0.2%
T
1689
Tidemark
California
$2.58M -$22.8K -26 -1%
IC
1690
Inscription Capital
Texas
$2.58M +$228K +259 +12%
TIM
1691
Total Investment Management
Arizona
$2.57M +$75.5K +86 +3%
BWM
1692
Bluebird Wealth Management
Massachusetts
$2.57M -$40.4K -46 -2%
BWP
1693
BSW Wealth Partners
Colorado
$2.57M -$29K -33 -1%
FMLI
1694
Fukoku Mutual Life Insurance
Japan
$2.57M +$526K +599 +33%
SFG
1695
Stonebridge Financial Group
California
$2.57M +$2.12M +2,410 New
CWA
1696
Consilium Wealth Advisory
Texas
$2.56M +$645K +734 +44%
MGWM
1697
Marks Group Wealth Management
Minnesota
$2.56M +$5.27K +6 +0.3%
RFA
1698
ROI Financial Advisors
Oregon
$2.55M +$118K +134 +6%
IB
1699
Intrust Bank
Kansas
$2.55M +$24.6K +28 +1%
NSAM
1700
North Star Asset Management
Wisconsin
$2.53M -$47.4K -54 -2%
66 67
68
69 70