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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1876
Stokes Family Office
Louisiana
$792K +$6.83K +16 +1%
LC
1877
LCNB Corp
Ohio
$792K +$20.1K +47 +3%
TWM
1878
Tripletail Wealth Management
Florida
$791K +$10.7K +25 +2%
PL
1879
Perpetual Ltd
Australia
$791K +$152K +357 +27%
GAG
1880
GM Advisory Group
New York
$789K +$149K +350 +27%
RDWM
1881
Red Door Wealth Management
Tennessee
$788K +$1.28K +3 +0.2%
AP
1882
Appleton Partners
Massachusetts
$788K -$14.9K -35 -2%
WP
1883
WealthPLAN Partners
Nebraska
$788K +$234K +549 +50%
ESBC
1884
E.S. Barr & Co
Kentucky
$787K -$10.7K -25 -1%
CNB
1885
Camden National Bank
Maine
$786K +$20.1K +47 +3%
LA
1886
LVW Advisors
New York
$784K +$45.3K +106 +7%
KWM
1887
Kaydan Wealth Management
Michigan
$784K – – –
RWA
1888
Redhawk Wealth Advisors
Minnesota
$784K -$8.54K -20 -1%
SWA
1889
Strategies Wealth Advisors
Michigan
$784K +$328K +768 +88%
SCA
1890
Stonebridge Capital Advisors
Minnesota
$782K -$21.3K -50 -3%
LSWP
1891
Liberty Square Wealth Partners
Pennsylvania
$781K – – –
CB
1892
Cadence Bank
Mississippi
$780K -$182K -427 -21%
FFG
1893
Frisch Financial Group
New York
$779K +$2.56K +6 +0.4%
QC
1894
Quent Capital
New York
$778K +$16.6K +39 +2%
GAM
1895
Gould Asset Management
California
$775K – – –
APA
1896
Astoria Portfolio Advisors
New York
$775K -$689K -1,615 -51%
VAG
1897
VisionPoint Advisory Group
Texas
$774K +$19.6K +46 +3%
DA
1898
Denali Advisors
California
$773K -$491K -1,150 -42%
HTIM
1899
Harbour Trust & Investment Management
Indiana
$773K -$23.5K -55 -3%
ARG
1900
Advisory Resource Group
Oklahoma
$773K +$854 +2 +0.1%
74 75
76
77 78