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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1776
Strategic Investment Advisors
Michigan
$1.55M -$166K -240 -10%
LOWM
1777
Laurel Oak Wealth Management
New Jersey
$1.55M -$68.6K -99 -4%
CM
1778
Cercano Management
Washington
$1.54M – – –
LCM
1779
LVM Capital Management
Michigan
$1.53M – – –
IC
1780
Inscription Capital
Texas
$1.53M -$670K -968 -31%
MWA
1781
Monograph Wealth Advisors
California
$1.53M -$554K -800 -27%
AWM
1782
Aberdeen Wealth Management
Illinois
$1.53M – – –
APA
1783
Astoria Portfolio Advisors
New York
$1.52M +$29.1K +42 +2%
TWM
1784
Thrive Wealth Management
Pennsylvania
$1.52M +$30.5K +44 +2%
YP
1785
YANKCOM Partnership
South Dakota
$1.52M -$253K -366 -15%
CCWM
1786
Cassaday & Co Wealth Management
Virginia
$1.51M -$56.8K -82 -4%
SPC
1787
Spirepoint Private Client
Florida
$1.51M -$2.77K -4 -0.2%
SFG
1788
Sovereign Financial Group
Connecticut
$1.51M +$24.9K +36 +2%
TCP
1789
TMB Capital Partners
Arkansas
$1.51M -$85.9K -124 -5%
IAAG
1790
Innovative Asset Advisors Group
Connecticut
$1.51M +$1.48M +2,132 New
MIC
1791
Means Investment Company
Maine
$1.51M -$15.9K -23 -1%
SWM
1792
SHP Wealth Management
Massachusetts
$1.51M -$74.1K -107 -5%
PFSC
1793
Peoples Financial Services Corp
Pennsylvania
$1.51M -$22.2K -32 -1%
SAG
1794
SageView Advisory Group
California
$1.5M -$103K -149 -7%
CWA
1795
Clarus Wealth Advisors
Arizona
$1.5M +$42.2K +61 +3%
WAL
1796
W Advisors LLC
Tennessee
$1.5M +$693 +1 +0%
MCA
1797
Martin Capital Advisors
Texas
$1.5M – – –
WCM
1798
Windsor Capital Management
Arizona
$1.49M -$32.6K -47 -2%
GG
1799
Gleason Group
Kentucky
$1.49M -$307K -443 -17%
DCM
1800
Davidson Capital Management
Texas
$1.49M -$4.5M -6,502 -76%
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