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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
676
Plato Investment Management
Australia
$4.86M +$391K +1,129 +8%
SSB
677
Sandy Spring Bank
Maryland
$4.83M -$73.9K -213 -1%
GVAG
678
Great Valley Advisor Group
Delaware
$4.81M +$184K +532 +4%
MCCP
679
Mission Creek Capital Partners
California
$4.79M +$887K +2,559 +22%
FFWA
680
FRG Family Wealth Advisors
Washington
$4.77M -$58.9K -170 -1%
CIA
681
Covington Investment Advisors
Pennsylvania
$4.77M +$4.97M +14,325 New
SG
682
StoneX Group
New York
$4.76M +$537K +1,549 +12%
WB
683
Webster Bank
Connecticut
$4.72M -$159K -459 -3%
FC
684
FORA Capital
Florida
$4.71M +$4.9M +14,144 New
WIS
685
Wright Investors Service
Connecticut
$4.71M +$46.1K +133 +0.9%
MFG
686
Merit Financial Group
Georgia
$4.71M +$166K +479 +4%
VWM
687
Valley Wealth Managers
New Jersey
$4.7M -$572K -1,651 -10%
SCM
688
Seascape Capital Management
New Hampshire
$4.67M +$58.6K +169 +1%
GH
689
GAM Holding
Switzerland
$4.65M -$1.39M -4,006 -22%
FMC
690
First Merchants Corp
Indiana
$4.65M -$1.04M -2,992 -18%
WAP
691
Wealthcare Advisory Partners
Pennsylvania
$4.64M +$373K +1,075 +8%
AF
692
Arrow Financial
New York
$4.62M -$247K -711 -5%
USCWA
693
U.S. Capital Wealth Advisors
Texas
$4.62M +$192K +553 +4%
ACM
694
Altrius Capital Management
North Carolina
$4.59M +$110K +318 +2%
JFGIW
695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.58M +$2.69M +7,748 +129%
LG
696
Leuthold Group
Minnesota
$4.57M -$42.6K -123 -0.9%
IPW
697
IronBridge Private Wealth
Texas
$4.55M -$71.1K -205 -1%
SFS
698
Sowell Financial Services
Arkansas
$4.48M -$207K -597 -4%
B
699
Bailard
California
$4.48M +$138K +398 +3%
FA
700
Faithward Advisors
Pennsylvania
$4.46M +$4.44M +12,792 +2,164%
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