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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PVM
2201
Palogic Value Management
Texas
$947K -$47.1K -68 -5%
HCP
2202
Hardin Capital Partners
South Carolina
$946K +$17.3K +25 +2%
CUAMC
2203
China Universal Asset Management Company
China
$944K +$77.6K +112 +9%
GSAM
2204
Grant Street Asset Management
Pennsylvania
$944K -$63K -91 -6%
4WM
2205
44 Wealth Management
Oregon
$944K -$3.46K -5 -0.4%
CSPIA
2206
Cary Street Partners Investment Advisory
Virginia
$943K +$56.1K +81 +6%
MWM
2207
McMill Wealth Management
Nebraska
$943K – – –
GWM
2208
GSB Wealth Management
Connecticut
$943K -$173K -250 -16%
TWP
2209
Triad Wealth Partners
Kansas
$942K +$127K +184 +16%
DWM
2210
Destination Wealth Management
California
$939K +$103K +149 +13%
OL
2211
OneFund LLC
Florida
$938K -$94.9K -137 -10%
RFA
2212
Register Financial Advisors
Georgia
$938K – – –
PBK
2213
Peoples Bank (Kansas)
Kansas
$937K -$34.6K -50 -4%
AFW
2214
Avantra Family Wealth
Pennsylvania
$935K +$287K +415 +46%
RA
2215
Rise Advisors
New York
$935K +$6.23K +9 +0.7%
YIA
2216
YHB Investment Advisors
Connecticut
$934K -$255K -368 -22%
SI
2217
Severin Investments
Missouri
$932K -$403K -582 -31%
OFS
2218
Orrstown Financial Services
Pennsylvania
$930K -$19.4K -28 -2%
FPWM
2219
FSB Premier Wealth Management
Iowa
$929K +$61.6K +89 +7%
MWM
2220
Meadowbrook Wealth Management
New York
$928K -$24.2K -35 -3%
HIM
2221
Hanlon Investment Management
New Jersey
$927K -$50.6K -73 -5%
BWP
2222
Balboa Wealth Partners
Arizona
$927K -$57.5K -83 -6%
SF
2223
Symphony Financial
Texas
$926K -$195K -281 -18%
CFS
2224
Commonwealth Financial Services
West Virginia
$926K +$151K +218 +20%
CWM
2225
CarsonAllaria Wealth Management
Illinois
$925K -$90K -130 -9%
87 88
89
90 91