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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1851
Cornerstone Advisory
Maryland
$291K +$1.93K +8 +0.6%
GM
1852
GeoWealth Management
Illinois
$291K -$72.3K -299 -19%
CAC
1853
Certified Advisory Corp
Florida
$291K +$54.9K +227 +22%
AFT
1854
Alpha Family Trust
California
$291K – – –
GLLW
1855
Graves Light Lenhart Wealth
Virginia
$291K +$484 +2 +0.2%
SIC
1856
SJS Investment Consulting
Ohio
$290K -$484 -2 -0.2%
DU
1857
Delphia (USA)
Ontario, Canada
$290K -$200K -826 -39%
VNA
1858
Valley National Advisers
Pennsylvania
$289K – – –
QC
1859
Quent Capital
New York
$288K +$39.2K +162 +15%
LFA
1860
Legacy Financial Advisors
Kentucky
$288K -$1.21K -5 -0.4%
IP
1861
Isthmus Partners
Wisconsin
$288K +$36.3K +150 +14%
SAS
1862
Stelac Advisory Services
New York
$287K +$5.56K +23 +2%
SIM
1863
SSI Investment Management
California
$286K -$84.9K -351 -22%
OLA
1864
Oliver Luxxe Assets
New Jersey
$286K – – –
RZH
1865
Relyea Zuckerberg Hanson
Connecticut
$286K -$24.4K -101 -7%
RWM
1866
Revisor Wealth Management
Ohio
$286K +$302K +1,249 New
ASBI
1867
American State Bank (Iowa)
Iowa
$286K +$205K +848 +212%
UF
1868
Univest Financial
Pennsylvania
$284K +$50K +207 +20%
SIS
1869
Sound Income Strategies
Florida
$284K -$10.2K -42 -3%
BBA
1870
Braun-Bostich & Associates
Pennsylvania
$284K +$67.9K +281 +29%
BFA
1871
Beacon Financial Advisory
Ohio
$283K – – –
LC
1872
Lavaca Capital
Texas
$283K -$411K -1,700 -60%
BWP
1873
BSW Wealth Partners
Colorado
$283K -$9.67K -40 -3%
BW
1874
Basepoint Wealth
Iowa
$282K +$725 +3 +0.2%
AA
1875
Alesco Advisors
New York
$282K -$38.9K -161 -12%
73 74
75
76 77