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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
2251
Bridgewealth Advisory Group
California
$1.29M -$58.9K -67 -5%
MCM
2252
Maple Capital Management
Vermont
$1.28M – – –
SSW
2253
Smith Shellnut Wilson
Mississippi
$1.28M – – –
KAM
2254
KEB Asset Management
Illinois
$1.28M – – –
KFAS
2255
Keating Financial Advisory Services
Kansas
$1.28M -$35.1K -40 -3%
SP
2256
Symmetry Partners
Connecticut
$1.28M +$531K +604 +102%
TA
2257
TFB Advisors
Kansas
$1.27M -$5.27K -6 -0.5%
PFG
2258
Pinnacle Financial Group
Illinois
$1.27M -$19.3K -22 -2%
RGC
2259
Roberts, Glore & Co
Illinois
$1.27M +$381K +434 +57%
EL
2260
EWA LLC
Pennsylvania
$1.27M +$111K +126 +12%
NLP
2261
Next Level Private
New York
$1.27M -$227K -258 -18%
DBFM
2262
Dickmeyer Boyce Financial Management
Indiana
$1.27M -$5.27K -6 -0.5%
AMM
2263
American Money Management
California
$1.26M +$878 +1 +0.1%
LBC
2264
Leigh Baldwin & Co
New York
$1.26M -$70.3K -80 -6%
IWS
2265
Integrity Wealth Solutions
Colorado
$1.26M +$878 +1 +0.1%
PIP
2266
Philadelphia Investment Partners
New Jersey
$1.26M – – –
AIM
2267
Avity Investment Management
Connecticut
$1.26M -$180K -205 -15%
MSCM
2268
McElhenny Sheffield Capital Management
Texas
$1.26M -$8.79K -10 -0.8%
OIS
2269
Okabena Investment Services
Minnesota
$1.25M – – –
ASBI
2270
American State Bank (Iowa)
Iowa
$1.25M +$58.9K +67 +6%
EWS
2271
Eagle Wealth Strategies
New Jersey
$1.25M +$3.51K +4 +0.3%
FOA
2272
Five Oceans Advisors
California
$1.25M -$4.39K -5 -0.4%
AWC
2273
Adamsbrown Wealth Consultants
Kansas
$1.25M -$2.63K -3 -0.3%
CWR
2274
Chico Wealth RIA
California
$1.25M +$12.3K +14 +1%
WW
2275
Westshore Wealth
California
$1.25M -$2.63K -3 -0.3%
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