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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2276
Basepoint Wealth
Iowa
$1.25M -$58K -66 -5%
SFC
2277
SYM Financial Corp
Indiana
$1.25M +$84.3K +96 +9%
ACM
2278
AUA Capital Management
Pennsylvania
$1.25M – – –
PCH
2279
PGIM Custom Harvest
New Jersey
$1.24M +$320K +364 +45%
AWM
2280
Aviso Wealth Management
Washington
$1.24M +$34.3K +39 +3%
LCM
2281
Lazari Capital Management
California
$1.24M -$90.5K -103 -8%
PPWM
2282
Paragon Private Wealth Management
Kentucky
$1.24M +$22K +25 +2%
BF
2283
Brogan Financial
Tennessee
$1.24M +$1.76K +2 +0.2%
CPC
2284
Cookson Peirce & Co
Pennsylvania
$1.23M +$133K +151 +15%
BBNB
2285
Baker Boyer National Bank
Washington
$1.23M +$11.4K +13 +1%
QFW
2286
QTR Family Wealth
Florida
$1.23M +$33.4K +38 +3%
MWA
2287
Meridian Wealth Advisors
Texas
$1.23M +$65.9K +75 +7%
BWP
2288
BlueStem Wealth Partners
Minnesota
$1.23M -$45.7K -52 -4%
HVIA
2289
Hudson Valley Investment Advisors
New York
$1.23M -$87.8K -100 -8%
WSFG
2290
Wall Street Financial Group
Illinois
$1.23M +$87.8K +100 +9%
OFG
2291
Oxford Financial Group
Indiana
$1.23M +$344K +392 +52%
FWM
2292
Fingerlakes Wealth Management
New York
$1.23M -$1.76K -2 -0.2%
LI
2293
Lafayette Investments
Maryland
$1.23M -$514K -585 -34%
SMA
2294
Sage Mountain Advisors
Georgia
$1.23M +$590K +672 +140%
NB
2295
Northwest Bancshares
Pennsylvania
$1.22M -$26.4K -30 -3%
ABLA
2296
Alan B. Lancz & Associates
Ohio
$1.22M – – –
TSW
2297
Three Seasons Wealth
Utah
$1.22M -$296K -337 -23%
IIC
2298
Integrated Investment Consultants
Michigan
$1.22M -$114K -130 -10%
MBWA
2299
Marin Bay Wealth Advisors
California
$1.22M -$65K -74 -6%
TGAM
2300
TBH Global Asset Management
Tennessee
$1.21M -$46.6K -53 -4%
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