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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1826
SmartHarvest Portfolios
Washington
$1.16M +$1.13M +2,031 New
NCM
1827
NCM Capital Management
New Jersey
$1.16M – – –
AIM
1828
Advyzon Investment Management
Illinois
$1.16M +$874K +1,573 +347%
WKWM
1829
Walter & Keenan Wealth Management
Indiana
$1.16M +$14.5K +26 +1%
AT
1830
Adelphi Trust
Florida
$1.16M +$1.12M +2,022 New
TIS
1831
Titan Investment Solutions
$1.15M +$1.12M +2,015 New
MWM
1832
Marion Wealth Management
Pennsylvania
$1.15M -$187K -337 -15%
6F
1833
626 Financial
Michigan
$1.15M -$6.11K -11 -0.5%
CWM
1834
Cahaba Wealth Management
Georgia
$1.15M -$8.89K -16 -0.8%
CF
1835
Claris Financial
Virginia
$1.15M +$26.1K +47 +2%
ACM
1836
Arcataur Capital Management
Wisconsin
$1.15M -$2.78K -5 -0.2%
AA
1837
Addison Advisors
Vermont
$1.15M -$262K -472 -19%
A
1838
AlphaQuest
New York
$1.15M +$76.1K +137 +7%
ZWA
1839
Zinnia Wealth Advisory
Florida
$1.15M +$1.11M +2,001 New
FFB
1840
First Financial Bankshares
Texas
$1.15M -$222K -399 -17%
SC
1841
Saybrook Capital
North Carolina
$1.15M – – –
S
1842
SimplyRich
California
$1.14M – – –
VC
1843
Veracity Capital
Georgia
$1.14M -$34.5K -62 -3%
BWM
1844
Base Wealth Management
Florida
$1.14M +$556 +1 +0.1%
MWP
1845
Meriwether Wealth & Planning
Louisiana
$1.14M +$148K +267 +16%
WC
1846
Waterloo Capital
Texas
$1.14M +$42.8K +77 +4%
GAG
1847
GM Advisory Group
New York
$1.13M +$178K +321 +19%
PFGIA
1848
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$132K +238 +14%
WI
1849
WrapManager Inc
California
$1.13M -$257K -463 -19%
FPW
1850
Fairvoy Private Wealth
Alabama
$1.13M -$47.8K -86 -4%
72 73
74
75 76