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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
551
Level Four Advisory Services
Texas
$4.26M +$74.6K +323 +2%
BRWA
552
B. Riley Wealth Advisors
Florida
$4.25M +$133K +574 +3%
LSA
553
Leonteq Securities AG
Switzerland
$4.25M +$4.38M +18,951 +3,239%
ACM
554
Alpha Capital Management
Texas
$4.25M -$31.4K -136 -0.7%
CG
555
Cutler Group
California
$4.24M +$4.5M +19,503 New
BFIM
556
Beese Fulmer Investment Management
Ohio
$4.24M -$57.5K -249 -1%
RG
557
Retirement Group
California
$4.24M -$627K -2,713 -12%
MAM
558
Marketfield Asset Management
New York
$4.23M – – –
SC
559
Searle & Co
Connecticut
$4.21M – – –
PWP
560
Principle Wealth Partners
Connecticut
$4.21M -$428K -1,853 -9%
IC
561
Inscription Capital
Texas
$4.21M +$1.56M +6,743 +54%
MWM
562
Meridian Wealth Management
Kentucky
$4.19M +$586K +2,539 +15%
UR
563
USCA RIA
Texas
$4.14M -$132K -573 -3%
PP
564
Palladium Partners
Virginia
$4.12M -$37.2K -161 -0.8%
GLA
565
Great Lakes Advisors
Illinois
$4.11M +$49.7K +215 +1%
CB
566
Community Bank
New York
$4.11M -$66.1K -286 -1%
NIM
567
Northeast Investment Management
Massachusetts
$4.09M +$112K +485 +3%
CCM
568
Channing Capital Management
Illinois
$4.08M +$362K +1,568 +9%
FCH
569
Freestone Capital Holdings
Washington
$4.07M -$3.93K -17 -0.1%
FFN
570
Focus Financial Network
Minnesota
$4.01M -$188K -814 -4%
AIC
571
Ameritas Investment Company
Nebraska
$4M +$715K +3,096 +42%
AWM
572
Aries Wealth Management
Maine
$3.98M -$62.4K -270 -1%
MIM
573
Montgomery Investment Management
Maryland
$3.97M -$178K -772 -4%
GA
574
Gateway Advisory
New Jersey
$3.96M +$4.21M +18,211 New
GCM
575
Graham Capital Management
Connecticut
$3.96M -$6.57M -28,426 -61%
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