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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2501
Buckhead Capital Management
Georgia
$677K -$144K -208 -18%
BW
2502
BIP Wealth
Georgia
$677K +$58.2K +84 +10%
NRI
2503
NFP Retirement Inc
California
$677K +$2.77K +4 +0.4%
CIM
2504
Cambria Investment Management
California
$675K -$181K -261 -21%
FCT
2505
First Community Trust
Iowa
$674K – – –
DCM
2506
DGS Capital Management
New Jersey
$674K +$273K +394 +71%
AFM
2507
Abbot Financial Management
Massachusetts
$673K – – –
FISPB
2508
Fideuram - Intesa Sanpaolo Private Banking
$672K +$657K +949 New
BPC
2509
Bearing Point Capital
Minnesota
$671K -$94.9K -137 -13%
IF
2510
Intrua Financial
Texas
$669K -$88.7K -128 -12%
SPWG
2511
Syntegra Private Wealth Group
Missouri
$669K -$73.4K -106 -10%
RMC
2512
Ring Mountain Capital
California
$668K +$2.08K +3 +0.3%
MFS
2513
Miller Financial Services
Michigan
$668K +$148K +214 +29%
SSA
2514
South Street Advisors
New York
$666K – – –
PF
2515
Prota Financial
Texas
$666K +$33.9K +49 +5%
SIA
2516
SGL Investment Advisors
Montana
$665K -$23.5K -34 -5%
KFA
2517
Kelleher Financial Advisors
New York
$665K -$162K -234 -20%
BWP
2518
Barlow Wealth Partners
Kentucky
$664K – – –
SAM
2519
Smithbridge Asset Management
Pennsylvania
$664K -$630K -909 -49%
CWA
2520
Canvas Wealth Advisors
Kansas
$664K -$62.3K -90 -9%
AP
2521
Advisortrust Partners
North Carolina
$664K +$214K +309 +49%
MWA
2522
Medallion Wealth Advisors
Connecticut
$663K +$45K +65 +7%
HWA
2523
HighRoad Wealth Advisors
Oregon
$662K – – –
DC
2524
DeDora Capital
California
$662K +$26.3K +38 +4%
FWP
2525
Falcon Wealth Planning
California
$662K +$285K +412 +79%
99 100
101
102 103