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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1751
Herold Advisors
New York
$211K +$183 +1 +0.1%
GHAM
1752
Gilman Hill Asset Management
Connecticut
$210K +$234K +1,280 New
BWP
1753
Balboa Wealth Partners
Arizona
$210K +$234K +1,281 New
EA
1754
Eudaimonia Advisors
Tennessee
$209K -$13.9K -76 -6%
GC
1755
Grimes & Company
Massachusetts
$209K -$3.1K -17 -1%
WSWA
1756
Warren Street Wealth Advisors
California
$209K +$18.1K +99 +8%
AC
1757
Avestar Capital
New York
$208K -$136K -742 -37%
1IA
1758
1834 Investment Advisors
Wisconsin
$208K -$35.4K -194 -13%
GLLW
1759
Graves Light Lenhart Wealth
Virginia
$208K +$183 +1 +0.1%
LWP
1760
Lumature Wealth Partners
Georgia
$208K +$13.2K +72 +6%
AG
1761
Ascent Group
Virginia
$208K +$175K +960 New
D
1762
Dentgroup
Louisiana
$208K +$211K +1,157 New
CA
1763
Cornerstone Advisory
Maryland
$207K +$548 +3 +0.2%
SWM
1764
Selective Wealth Management
Virginia
$207K +$1.64K +9 +0.7%
OLA
1765
Oliver Luxxe Assets
New Jersey
$205K -$5.12K -28 -2%
MCA
1766
Martin Capital Advisors
Texas
$204K -$292K -1,600 -56%
CWM
1767
Calamos Wealth Management
Illinois
$204K +$227K +1,244 New
BFA
1768
Beacon Financial Advisory
Ohio
$203K -$51.9K -284 -19%
BWP
1769
BSW Wealth Partners
Colorado
$203K -$8.77K -48 -4%
CWM
1770
Cordatus Wealth Management
Pennsylvania
$203K – – –
SCA
1771
Sandy Cove Advisors
Massachusetts
$203K +$365 +2 +0.2%
D
1772
Diversified
Delaware
$203K +$226K +1,235 New
BWM
1773
Birchcreek Wealth Management
Ohio
$202K -$10.8K -59 -5%
SAS
1774
Stelac Advisory Services
New York
$202K – – –
TIM
1775
Tortoise Investment Management
New York
$202K +$206K +1,127 +1,073%
69 70
71
72 73