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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
751
Spirit of America Management Corp
New York
$3.83M – – –
FRA
752
Frank Rimerman Advisors
California
$3.82M +$3.97M +11,463 New
XT
753
XTX Topco
Cayman Islands
$3.81M +$3.97M +11,453 New
PWA
754
Providence Wealth Advisors
Illinois
$3.78M +$23.2K +67 +0.6%
JIC
755
Johnson Investment Counsel
Ohio
$3.78M -$18K -52 -0.5%
CFD
756
Creative Financial Designs
Indiana
$3.76M +$85.3K +246 +2%
SMC
757
Smith, Moore & Co
Missouri
$3.76M +$83.2K +240 +2%
CG
758
Caprock Group
Idaho
$3.76M +$1.46M +4,225 +60%
MAM
759
MWA Asset Management
Massachusetts
$3.75M -$20.8K -60 -0.5%
MA
760
Modus Advisors
Minnesota
$3.75M +$18.4K +53 +0.5%
NHC
761
Nicholas Hoffman & Company
Georgia
$3.74M +$190K +549 +5%
WAM
762
Wakefield Asset Management
Colorado
$3.74M -$303K -875 -7%
MGIA
763
Moneta Group Investment Advisors
Missouri
$3.72M +$218K +630 +6%
BBA
764
BLB&B Advisors
Pennsylvania
$3.72M -$71.4K -206 -2%
LSPW
765
Lake Street Private Wealth
Illinois
$3.69M +$2.25M +6,493 +142%
RVPG
766
Relative Value Partners Group
$3.69M +$3.51M +10,112 +1,048%
AMG
767
Asset Management Group
Connecticut
$3.68M +$21.8K +63 +0.6%
CICI
768
Capital Investment Counsel Inc
North Carolina
$3.68M +$104K +300 +3%
MCC
769
Money Concepts Capital
Florida
$3.67M -$98.5K -284 -3%
CAM
770
CPA Asset Management
Florida
$3.67M – – –
RCM
771
Regency Capital Management
Hawaii
$3.66M +$286K +825 +8%
EWM
772
Empirical Wealth Management
Washington
$3.65M +$1.52M +4,372 +66%
CA
773
Commerzbank Aktiengesellschaft
Germany
$3.64M +$32.6K +94 +0.9%
HT
774
Heritage Trust
Oklahoma
$3.64M -$22.9K -66 -0.6%
IWM
775
IHT Wealth Management
Illinois
$3.63M +$173K +498 +5%
29 30
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