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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1751
Valley National Advisers
Pennsylvania
$307K – – –
EWA
1752
EverSource Wealth Advisors
Alabama
$307K +$175K +834 +153%
YWP
1753
YorkBridge Wealth Partners
New York
$305K +$3.36K +16 +1%
BW
1754
Bison Wealth
Georgia
$305K +$8.18K +39 +3%
RIA
1755
Richwood Investment Advisors
Ohio
$305K +$168K +800 +140%
NFG
1756
Nadler Financial Group
Illinois
$304K -$21.8K -104 -7%
CWP
1757
Curated Wealth Partners
California
$303K – – –
CFA
1758
CWS Financial Advisors
Michigan
$303K – – –
LJHT
1759
Laurie J. Hall Trustee
$302K – – –
STA
1760
Summit Trail Advisors
New York
$302K +$284K +1,354 New
AF
1761
Alerus Financial
North Dakota
$301K -$13.2K -63 -4%
SWA
1762
SFMG Wealth Advisors
Texas
$301K -$13K -62 -4%
MHR
1763
Matthew Hamilton Rosenberg
$301K +$16.4K +78 +6%
RWM
1764
RKL Wealth Management
Pennsylvania
$301K +$27.9K +133 +11%
EGM
1765
Engineers Gate Manager
New York
$300K -$436K -2,081 -61%
WAM
1766
Winslow Asset Management
Ohio
$300K -$21K -100 -7%
CFC
1767
Coyle Financial Counsel
Illinois
$299K – – –
WFA
1768
WestHill Financial Advisors
California
$298K – – –
IAP
1769
Indie Asset Partners
Indiana
$297K – – –
GWMI
1770
Guardian Wealth Management (Illinois)
Illinois
$297K +$9.65K +46 +4%
JCM
1771
J2 Capital Management
Michigan
$294K +$6.08K +29 +2%
CFA
1772
Compass Financial Advisors
Indiana
$294K +$29.2K +139 +12%
AW
1773
Apricus Wealth
South Carolina
$294K +$262K +1,250 New
MCM
1774
Monarch Capital Management
Indiana
$293K – – –
SIA
1775
Sage Investment Advisers
New York
$293K +$1.47K +7 +0.5%
69 70
71
72 73