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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
501
Community Bank & Trust (Waco, Texas)
Texas
$3.9M +$226K +1,333 +7%
GCM
502
Gladius Capital Management
Illinois
$3.88M +$3.36M +19,835 +1,337%
GSC
503
G&S Capital
Colorado
$3.88M +$738K +4,350 +26%
BWL
504
Bogart Wealth LLC
Virginia
$3.87M +$148K +875 +4%
UR
505
USCA RIA
Texas
$3.86M +$191K +1,124 +6%
BC
506
Brookfield Corp
Ontario, Canada
$3.84M +$2.82M +16,610 +369%
HAG
507
HighPoint Advisor Group
Illinois
$3.81M +$269K +1,586 +9%
PFS
508
Prospera Financial Services
Texas
$3.81M +$3.55M +20,931 New
CWG
509
Cornerstone Wealth Group
North Carolina
$3.81M +$1.56M +9,211 +79%
LFAS
510
Level Four Advisory Services
Texas
$3.79M +$1.27M +7,506 +56%
SB
511
Simmons Bank
Arkansas
$3.77M +$170K +1,004 +5%
ACM
512
Argyle Capital Management
Pennsylvania
$3.77M -$84.8K -500 -2%
UIM
513
USS Investment Management
United Kingdom
$3.76M – – –
PWP
514
Principle Wealth Partners
Connecticut
$3.76M +$3.5M +20,660 New
B
515
BP
United Kingdom
$3.76M -$3.75M -22,103 -52%
SCM
516
Stonebridge Capital Management
California
$3.73M +$33.9K +200 +1%
RF
517
Robbins Farley
New Hampshire
$3.71M +$3.46M +20,411 New
BFIM
518
Beese Fulmer Investment Management
Ohio
$3.69M -$3.22K -19 -0.1%
IRF
519
IBM Retirement Fund
New York
$3.66M +$217K +1,280 +7%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$3.66M +$260K +1,535 +8%
AWM
521
Aries Wealth Management
Maine
$3.65M +$21.5K +127 +0.7%
KPWS
522
Kestra Private Wealth Services
Texas
$3.65M -$8.65K -51 -0.3%
ACM
523
Alpha Capital Management
Texas
$3.65M +$17.5K +103 +0.5%
NRS
524
Neville Rodie & Shaw
New York
$3.64M -$78K -460 -2%
CTA
525
Colonial Trust Advisors
South Carolina
$3.61M +$17.8K +105 +0.5%
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