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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
2226
Warther Private Wealth
Ohio
$504K -$89.2K -209 -17%
CWM
2227
Crowley Wealth Management
Delaware
$504K – – –
MWA
2228
Miller Wealth Advisors
Colorado
$504K – – –
FHB
2229
First Hawaiian Bank
Hawaii
$504K +$5.12K +12 +1%
BWP
2230
Balboa Wealth Partners
Arizona
$503K -$12.8K -30 -3%
AFA
2231
Antonelli Financial Advisors
Michigan
$503K – – –
CFS
2232
Commonwealth Financial Services
West Virginia
$503K +$29.5K +69 +7%
CWA
2233
Clarity Wealth Advisors
California
$502K -$11.1K -26 -2%
AI
2234
AdvisorShares Investments
Maryland
$501K +$448K +1,050 New
RWM
2235
Rockline Wealth Management
New York
$501K – – –
LWM
2236
LJI Wealth Management
Indiana
$501K -$32.4K -76 -7%
VP
2237
Verum Partners
North Carolina
$500K -$4.7K -11 -1%
FBT
2238
First Bankers Trust
Kentucky
$500K – – –
LBC
2239
Leigh Baldwin & Co
New York
$499K +$17.1K +40 +4%
LIA
2240
Lynx Investment Advisory
District of Columbia
$498K +$4.27K +10 +1%
RFA
2241
Register Financial Advisors
Georgia
$497K +$1.71K +4 +0.4%
ECM
2242
Elgethun Capital Management
South Dakota
$496K – – –
TC
2243
Touchstone Capital
Pennsylvania
$495K +$443K +1,038 New
SPWG
2244
Syntegra Private Wealth Group
Missouri
$495K +$10.2K +24 +2%
AWM
2245
Angeles Wealth Management
California
$493K +$10.7K +25 +2%
CVA
2246
Central Valley Advisors
California
$492K +$23.5K +55 +6%
MAWA
2247
Moss Adams Wealth Advisors
Washington
$491K +$49.9K +117 +13%
DOA
2248
D'Orazio & Associates
Virginia
$491K +$7.26K +17 +2%
SWIM
2249
Smallwood Wealth Investment Management
New Jersey
$491K – – –
NBWM
2250
North Berkeley Wealth Management
California
$491K – – –
88 89
90
91 92