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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1726
Fiduciary Group
Georgia
$2.41M +$878 +1 +0%
WA1
1727
Wimmer Associates 1
California
$2.41M – – –
AW
1728
Alteri Wealth
California
$2.41M +$7.03K +8 +0.4%
PCA
1729
Purkiss Capital Advisors
Connecticut
$2.4M +$310K +353 +19%
LSIA
1730
LaSalle St. Investment Advisors
Illinois
$2.4M -$39.5K -45 -2%
SWGC
1731
Summit Wealth Group (Colorado)
Colorado
$2.4M +$403K +459 +26%
HWM
1732
Hohimer Wealth Management
Washington
$2.4M -$758K -863 -28%
SPF
1733
South Plains Financial
Texas
$2.38M -$65K -74 -3%
KAS
1734
KPP Advisory Services
Kentucky
$2.38M -$14.9K -17 -0.8%
EWS
1735
Evergreen Wealth Solutions
Pennsylvania
$2.37M -$93.1K -106 -4%
WF
1736
WoodTrust Financial
Wisconsin
$2.37M +$4.39K +5 +0.2%
WWA
1737
Wealth Watch Advisors
Colorado
$2.37M -$2.63K -3 -0.1%
SWM
1738
SHP Wealth Management
Massachusetts
$2.37M +$83.5K +95 +4%
SAM
1739
Seelaus Asset Management
New Jersey
$2.37M -$142K -162 -7%
TIS
1740
Titan Investment Solutions
$2.37M +$181K +206 +10%
CAL
1741
Capital Analysts LLC
Pennsylvania
$2.37M -$49.2K -56 -2%
MNA
1742
Manning & Napier Advisors
New York
$2.36M -$25.5M -29,043 -93%
CCWM
1743
Cassaday & Co Wealth Management
Virginia
$2.35M +$65K +74 +3%
3IP
1744
3Chopt Investment Partners
Virginia
$2.35M +$173K +197 +10%
FWA
1745
FOCUS Wealth Advisors
Texas
$2.35M +$1.94M +2,211 New
HWM
1746
Horizon Wealth Management
Illinois
$2.35M +$1.76K +2 +0.1%
CCA
1747
Cadent Capital Advisors
Oklahoma
$2.35M +$1.57M +1,787 +425%
BPW
1748
BlueDoor Private Wealth
Massachusetts
$2.35M -$20.2K -23 -1%
AIA
1749
Affinity Investment Advisors
California
$2.35M -$299K -340 -13%
SCA
1750
Sippican Capital Advisors
Massachusetts
$2.34M – – –
68 69
70
71 72