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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2201
Ifrah Financial Services
Arkansas
$325K -$4.16K -13 -1%
PMG
2202
ProVise Management Group
Florida
$324K – – –
AWM
2203
Aprio Wealth Management
Georgia
$324K +$23.3K +73 +9%
AT
2204
American Trust
Kentucky
$322K -$352K -1,100 -56%
BFA
2205
Beacon Financial Advisory
Ohio
$322K -$4.16K -13 -1%
PWM
2206
Penobscot Wealth Management
Maine
$322K -$892K -2,792 -76%
MCP
2207
Mirador Capital Partners
California
$322K -$9.91K -31 -3%
SAW
2208
Signal Advisors Wealth
Michigan
$321K -$22.4K -70 -7%
WA
2209
Waterford Advisors
New York
$321K – – –
ME
2210
McIlrath & Eck
Washington
$321K +$28.1K +88 +11%
PIAS
2211
PCA Investment Advisory Services
Ohio
$321K +$1.6K +5 +0.6%
AWM
2212
Adams Wealth Management
Utah
$321K – – –
MME
2213
Meag Munich Ergo
Germany
$321K +$40.9K +128 +17%
AC
2214
AlphaCore Capital
California
$320K +$15K +47 +6%
CFO
2215
Callan Family Office
Pennsylvania
$319K -$256K -802 -48%
FDCP
2216
Foster Dykema Cabot & Partners
Massachusetts
$318K -$320 -1 -0.1%
RCM
2217
Requisite Capital Management
Texas
$316K +$959 +3 +0.3%
HAS
2218
Holland Advisory Services
Florida
$316K +$1.6K +5 +0.6%
BBI
2219
Baxter Bros Inc
Connecticut
$315K -$3.2K -10 -1%
VP
2220
Verum Partners
North Carolina
$314K +$959 +3 +0.4%
EA
2221
Eclectic Associates
California
$312K -$12.5K -39 -4%
CAM
2222
Concorde Asset Management
Michigan
$311K +$9.91K +31 +4%
OWA
2223
Octavia Wealth Advisors
Ohio
$311K -$59.8K -187 -18%
NFA
2224
Northwest Financial Advisors
Virginia
$311K +$320 +1 +0.1%
SFA
2225
Source Financial Advisors
New York
$311K -$396K -1,238 -59%
87 88
89
90 91