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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2351
Pathway Wealth Management
Texas
$1.17M – – –
HIA
2352
Highland Investment Advisors
Florida
$1.17M +$961K +1,094 New
CWG
2353
Crown Wealth Group
North Carolina
$1.16M +$25.5K +29 +3%
HEM
2354
Henson-Edgewater Management
Ohio
$1.16M +$93.1K +106 +8%
LWM
2355
LJI Wealth Management
Indiana
$1.16M -$36.9K -42 -4%
LWMNY
2356
Landmark Wealth Management (New York)
New York
$1.16M -$4.39K -5 -0.5%
CGIM
2357
Capital Group Investment Management
Singapore
$1.16M -$2.1M -2,389 -69%
WDG
2358
Wealth Dimensions Group
Ohio
$1.16M +$15.8K +18 +2%
KCM
2359
Kornitzer Capital Management
Kansas
$1.16M -$22K -25 -2%
SA
2360
Sonoma Allocations
California
$1.16M -$66.8K -76 -6%
SWA
2361
Strategies Wealth Advisors
Michigan
$1.16M -$7.03K -8 -0.7%
BTW
2362
Boston Trust Walden
Massachusetts
$1.16M -$38.7K -44 -4%
FI
2363
Finivi Inc
Massachusetts
$1.16M -$50.1K -57 -5%
VPWA
2364
Vestia Personal Wealth Advisors
Indiana
$1.15M +$2.63K +3 +0.3%
DSAM
2365
Dock Street Asset Management
Florida
$1.15M -$3.51K -4 -0.4%
BFPW
2366
BOK Financial Private Wealth
Colorado
$1.15M +$67.6K +77 +8%
AGP
2367
Aspire Growth Partners
Florida
$1.15M +$1.76K +2 +0.2%
CBT
2368
Crews Bank & Trust
Florida
$1.15M -$8.79K -10 -0.9%
EP
2369
Edgestream Partners
New Jersey
$1.15M -$1.13M -1,284 -54%
DOA
2370
D'Orazio & Associates
Virginia
$1.15M +$4.39K +5 +0.5%
GCA
2371
Greenwood Capital Associates
South Carolina
$1.14M – – –
CWA
2372
CJM Wealth Advisers
Virginia
$1.14M -$3.51K -4 -0.4%
WWG
2373
West Wealth Group
California
$1.14M +$133K +151 +16%
LWANC
2374
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14M -$41.3K -47 -4%
LFGO
2375
Legacy Financial Group (Oklahoma)
Oklahoma
$1.14M -$3.51K -4 -0.4%
93 94
95
96 97