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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
601
Level Four Advisory Services
Texas
$5.79M +$534K +1,498 +9%
EH
602
Equitable Holdings
New York
$5.79M +$802K +2,251 +15%
BCCM
603
Bridge Creek Capital Management
Massachusetts
$5.75M +$26.7K +75 +0.4%
EWA
604
EP Wealth Advisors
California
$5.71M -$105K -294 -2%
IIM
605
Ipswich Investment Management
Massachusetts
$5.69M -$158K -444 -3%
CCB
606
Country Club Bank
Missouri
$5.69M +$65.9K +185 +1%
RBC
607
Romano Brothers & Co
Illinois
$5.68M – – –
AG
608
Advocate Group
Minnesota
$5.67M -$90.1K -253 -1%
CTA
609
Colonial Trust Advisors
South Carolina
$5.65M +$25.3K +71 +0.4%
GAM
610
Griffin Asset Management
New York
$5.65M +$11K +31 +0.2%
SWP
611
Stratos Wealth Partners
Ohio
$5.62M -$1.5M -4,222 -20%
FTWA
612
Fifth Third Wealth Advisors
Ohio
$5.51M +$350K +982 +6%
CSP
613
Cary Street Partners
Virginia
$5.51M +$367K +1,031 +7%
FLI
614
Family Legacy Inc
South Carolina
$5.5M +$1.43K +4 +0%
VCM
615
Vivaldi Capital Management
Illinois
$5.48M -$262K -735 -4%
WTFG
616
Wells Trecaso Financial Group
Ohio
$5.47M +$134K +375 +2%
RC
617
Roundview Capital
New Jersey
$5.47M +$141K +396 +2%
MPI
618
Mairs & Power Inc
Minnesota
$5.46M -$49.9K -140 -0.8%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$5.45M +$69.5K +195 +1%
MA
620
Montag & Associates
Georgia
$5.43M +$13.2K +37 +0.2%
CG
621
Caprock Group
Idaho
$5.41M +$535K +1,503 +10%
GT
622
Greenleaf Trust
Michigan
$5.41M -$474K -1,330 -7%
PCA
623
Pallas Capital Advisors
Massachusetts
$5.4M +$164K +461 +3%
SBIA
624
Sheaff Brock Investment Advisors
Indiana
$5.4M -$47.4K -133 -0.8%
TRCT
625
Tower Research Capital (TRC)
New York
$5.39M -$5.49M -15,420 -49%
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