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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2076
Baron Wealth Management
Michigan
$1.63M +$59.7K +68 +5%
ACA
2077
Affinity Capital Advisors
California
$1.62M +$27.2K +31 +2%
BWM
2078
Birchcreek Wealth Management
Ohio
$1.61M +$198K +225 +17%
HPBT
2079
Hickory Point Bank & Trust
Illinois
$1.61M -$13.2K -15 -1%
AI
2080
AdvisorShares Investments
Maryland
$1.61M +$676K +770 +104%
WC
2081
Woodstock Corp
Massachusetts
$1.61M -$41.3K -47 -3%
HTIM
2082
Harbour Trust & Investment Management
Indiana
$1.61M -$25.5K -29 -2%
CSPIA
2083
Cary Street Partners Investment Advisory
Virginia
$1.61M +$156K +178 +13%
FPWM
2084
FSB Premier Wealth Management
Iowa
$1.61M +$172K +196 +15%
LAM
2085
Lewis Asset Management
California
$1.6M +$1.04M +1,189 +376%
SIC
2086
SJS Investment Consulting
Ohio
$1.6M +$102K +116 +8%
SGC
2087
Slocum, Gordon & Co
Rhode Island
$1.6M +$2.63K +3 +0.2%
CCM
2088
Chickasaw Capital Management
Tennessee
$1.6M – – –
BFA
2089
Bill Few Associates
Pennsylvania
$1.6M -$344K -392 -21%
VC
2090
Vicus Capital
Pennsylvania
$1.59M -$185K -211 -12%
BEW
2091
Burton Enright Welch
California
$1.59M -$155K -176 -11%
FA
2092
FSA Advisors
Michigan
$1.59M +$2.63K +3 +0.2%
AI
2093
Atom Investors
Texas
$1.58M +$1.3M +1,483 New
CH
2094
Cromwell Holdings
Wyoming
$1.57M – – –
TP
2095
Thayer Partners
Pennsylvania
$1.57M -$106K -121 -8%
OWM
2096
OneAscent Wealth Management
Alabama
$1.57M +$878 +1 +0.1%
AWM
2097
Aberdeen Wealth Management
Illinois
$1.57M -$600K -683 -32%
WFAG
2098
Worth Financial Advisory Group
North Carolina
$1.56M +$1.29M +1,468 New
CFS
2099
Commonwealth Financial Services
West Virginia
$1.56M +$141K +161 +12%
LWCFA
2100
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.56M -$279K -318 -18%
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