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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1776
TFR Capital
Texas
$1.25M +$18.9K +34 +2%
CM
1777
Cercano Management
Washington
$1.25M – – –
SIA
1778
Soltis Investment Advisors
Utah
$1.25M +$1.67K +3 +0.1%
CPA
1779
Capital Performance Advisors
California
$1.24M +$816K +1,469 +209%
LCM
1780
LVM Capital Management
Michigan
$1.24M -$16.7K -30 -1%
IWA
1781
Icon Wealth Advisors
Texas
$1.24M +$257K +463 +27%
PAMG
1782
Patton Albertson Miller Group
Tennessee
$1.24M -$11.1K -20 -0.9%
HWAM
1783
Hennion & Walsh Asset Management
New Jersey
$1.24M +$679K +1,221 +130%
FA
1784
Fiduciary Alliance
South Carolina
$1.24M +$36.7K +66 +3%
BEAM
1785
Baker Ellis Asset Management
Washington
$1.24M +$305K +549 +34%
PFSC
1786
Peoples Financial Services Corp
Pennsylvania
$1.24M -$55.6K -100 -4%
RPCONE
1787
Retirement Planning Company of New England
Rhode Island
$1.23M -$142K -255 -11%
WCM
1788
Windsor Capital Management
Arizona
$1.23M +$556 +1 +0%
MIC
1789
Means Investment Company
Maine
$1.23M -$67.8K -122 -5%
AWM
1790
Aberdeen Wealth Management
Illinois
$1.23M -$16.7K -30 -1%
SSA
1791
Schonfeld Strategic Advisors
New York
$1.23M -$31.3M -56,260 -96%
SPC
1792
Spirepoint Private Client
Florida
$1.23M +$23.3K +42 +2%
FMI
1793
Frec Markets Inc
California
$1.22M +$1.18M +2,130 New
HIA
1794
Harbor Investment Advisory
Maryland
$1.22M +$26.7K +48 +2%
ML
1795
McAdam LLC
Pennsylvania
$1.22M +$28.9K +52 +3%
WAL
1796
W Advisors LLC
Tennessee
$1.21M +$2.78K +5 +0.2%
MCA
1797
Martin Capital Advisors
Texas
$1.21M – – –
BFA
1798
Bill Few Associates
Pennsylvania
$1.21M -$106K -191 -8%
TWM
1799
Thrive Wealth Management
Pennsylvania
$1.21M +$119K +214 +11%
SFG
1800
Sovereign Financial Group
Connecticut
$1.2M +$28.3K +51 +2%
70 71
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