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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1826
BSW Wealth Partners
Colorado
$305K +$7.84K +36 +3%
SIC
1827
SJS Investment Consulting
Ohio
$304K -$9.14K -42 -3%
1IA
1828
1834 Investment Advisors
Wisconsin
$304K – – –
JWM
1829
JGP Wealth Management
Oregon
$304K +$653 +3 +0.2%
AFT
1830
Alpha Family Trust
California
$304K +$276K +1,270 New
GLLW
1831
Graves Light Lenhart Wealth
Virginia
$304K +$218 +1 +0.1%
CA
1832
Cornerstone Advisory
Maryland
$303K +$1.74K +8 +0.6%
LFA
1833
Legacy Financial Advisors
Kentucky
$302K +$275K +1,262 New
NLP
1834
Next Level Private
New York
$301K – – –
HA
1835
Herold Advisors
New York
$300K -$7.62K -35 -3%
RTC
1836
Riverview Trust Company
Washington
$300K +$40.5K +186 +17%
OLA
1837
Oliver Luxxe Assets
New Jersey
$299K – – –
MPW
1838
Monterey Private Wealth
California
$298K -$6.31K -29 -2%
CWM
1839
Calamos Wealth Management
Illinois
$298K – – –
EA
1840
Eudaimonia Advisors
Tennessee
$298K -$6.97K -32 -3%
TWM
1841
Thrive Wealth Management
Pennsylvania
$297K +$270K +1,242 New
HC
1842
Hamilton Capital
Ohio
$297K +$270K +1,239 New
BFA
1843
Beacon Financial Advisory
Ohio
$296K +$218 +1 +0.1%
TIM
1844
Tortoise Investment Management
New York
$295K – – –
LWP
1845
Lumature Wealth Partners
Georgia
$295K -$7.4K -34 -3%
BWM
1846
Birchcreek Wealth Management
Ohio
$295K – – –
BW
1847
Basepoint Wealth
Iowa
$295K +$653 +3 +0.2%
GAM
1848
Gould Asset Management
California
$295K -$86K -395 -24%
SAS
1849
Stelac Advisory Services
New York
$295K – – –
RCG
1850
Resource Consulting Group
Florida
$293K – – –
72 73
74
75 76