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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1926
Interchange Capital Partners
Pennsylvania
$759K +$117K +275 +21%
IAS
1927
Investment Advisory Services
Texas
$758K -$39.3K -92 -5%
VPP
1928
Vertex Planning Partners
Illinois
$757K +$9.82K +23 +1%
VNA
1929
Valley National Advisers
Pennsylvania
$755K -$2.29M -5,358 -77%
KLCM
1930
KG&L Capital Management
Louisiana
$755K -$169K -397 -20%
AF
1931
Apollon Financial
South Carolina
$754K +$82K +192 +14%
FPGK
1932
Financial Partners Group (Kansas)
Kansas
$752K +$59.8K +140 +10%
BEW
1933
Burton Enright Welch
California
$751K +$12K +28 +2%
NFG
1934
Nadler Financial Group
Illinois
$750K +$53.4K +125 +9%
SIA
1935
SeaBridge Investment Advisors
New Jersey
$747K – – –
LW
1936
Linscomb Wealth
Texas
$746K +$5.12K +12 +0.8%
RPWA
1937
Regent Peak Wealth Advisors
Georgia
$743K +$665K +1,558 New
AW
1938
Alteri Wealth
California
$740K +$12.4K +29 +2%
QFA
1939
Quantum Financial Advisors
California
$740K – – –
MWS
1940
MFA Wealth Services
California
$739K +$10.7K +25 +2%
GS
1941
GWN Securities
Florida
$738K +$21.8K +51 +3%
NRC
1942
New Republic Capital
North Carolina
$737K -$27.3K -64 -4%
ICA
1943
Infrastructure Capital Advisors
New York
$737K +$545K +1,277 New
SEIA
1944
Signature Estate & Investment Advisors
California
$737K -$1.28K -3 -0.2%
TA
1945
Tectonic Advisors
Texas
$735K +$2.13K +5 +0.3%
SA
1946
SAM Advisors
California
$735K – – –
FDCP
1947
Foster Dykema Cabot & Partners
Massachusetts
$735K +$237K +556 +57%
S
1948
Sunpointe
Missouri
$734K -$1.39M -3,248 -68%
SEM
1949
Strategic Equity Management
Arizona
$733K +$4.27K +10 +0.7%
EA
1950
Everpar Advisors
Oklahoma
$729K -$28.2K -66 -4%
76 77
78
79 80