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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1851
Chas P. Smith & Associates (CPS)
Florida
$538K +$22.4K +70 +5%
HC
1852
Hara Capital
Washington
$537K – – –
PCI
1853
Planning Center Inc
Illinois
$536K – – –
FPGK
1854
Financial Partners Group (Kansas)
Kansas
$536K +$3.52K +11 +0.8%
CW
1855
Channel Wealth
California
$534K -$2.24K -7 -0.5%
BCM
1856
BluePath Capital Management
Georgia
$533K +$89.2K +279 +24%
FFG
1857
Frisch Financial Group
New York
$532K +$2.56K +8 +0.6%
LI
1858
Lafayette Investments
Maryland
$531K -$63.9K -200 -12%
WC
1859
Weil Company
California
$531K -$6.39K -20 -1%
GFP
1860
Gryphon Financial Partners
Ohio
$530K -$16K -50 -3%
HB
1861
HTLF Bank
Colorado
$530K – – –
NFG
1862
Nadler Financial Group
Illinois
$530K +$4.16K +13 +0.9%
NEWAS
1863
N.E.W. Advisory Services
Wisconsin
$529K -$13.1K -41 -3%
SSA
1864
South Street Advisors
New York
$528K – – –
EM
1865
Excalibur Management
Massachusetts
$527K -$639 -2 -0.1%
NB
1866
Northwest Bancshares
Pennsylvania
$527K +$49.9K +156 +12%
IAS
1867
Investment Advisory Services
Texas
$527K +$45.1K +141 +11%
CWM
1868
CarsonAllaria Wealth Management
Illinois
$525K +$26.5K +83 +6%
RZH
1869
Relyea Zuckerberg Hanson
Connecticut
$525K +$23.7K +74 +5%
OW
1870
Olistico Wealth
Oklahoma
$524K -$224K -700 -33%
MC
1871
McCarthy & Cox
Ohio
$524K +$457K +1,429 New
RA
1872
Rise Advisors
New York
$523K +$113K +354 +33%
SWM
1873
Sugarloaf Wealth Management
Georgia
$523K +$320 +1 +0.1%
SCA
1874
Sandy Cove Advisors
Massachusetts
$523K -$13.4K -42 -3%
BEAM
1875
Baker Ellis Asset Management
Washington
$523K +$200K +627 +78%
73 74
75
76 77