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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
776
Mairs & Power Inc
Minnesota
$1.04M – – –
HTC
777
Haverford Trust Company
Pennsylvania
$1.03M +$174K +1,250 +22%
AB
778
Atlas Brown
Kentucky
$1.02M -$13.8K -99 -1%
JWCA
779
J.W. Cole Advisors
Florida
$1.02M +$961K +6,887 New
CCT
780
Country Club Trust
Missouri
$1.01M +$1.26K +9 +0.1%
PA
781
PSI Advisors
Florida
$1.01M +$957K +6,855 New
CAMG
782
CWA Asset Management Group
Florida
$1.01M +$84.4K +605 +10%
SFO
783
Stokes Family Office
Louisiana
$1.01M +$926K +6,639 New
BSW
784
Buckingham Strategic Wealth
Missouri
$1.01M +$8.51K +61 +0.9%
WAP
785
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$1.26K +9 +0.1%
AAM
786
AR Asset Management
California
$1.01M – – –
CCMG
787
Clark Capital Management Group
Pennsylvania
$1M +$698 +5 +0.1%
HAM
788
Highstreet Asset Management
Ontario, Canada
$1M -$334K -2,394 -26%
CL
789
CPWM LLC
Washington
$1M -$135K -964 -12%
TSW
790
Thompson Siegel & Walmsley
Virginia
$994K +$9.77K +70 +1%
ZCA
791
Zeke Capital Advisors
Pennsylvania
$993K +$56.2K +403 +6%
BCP
792
Blackhawk Capital Partners
Wisconsin
$992K – – –
CT
793
Clearstead Trust
Maine
$989K – – –
JHCP
794
Jackson Hole Capital Partners
Oklahoma
$988K – – –
CT
795
Columbia Trust
Oregon
$987K +$934K +6,690 New
EB
796
Eastern Bank
Massachusetts
$986K -$396K -2,836 -30%
SRAM
797
Stone Ridge Asset Management
New York
$986K +$27.9K +200 +3%
RA
798
RFG Advisory
Alabama
$985K +$306K +2,190 +49%
APW
799
Aurora Private Wealth
New Jersey
$980K +$926K +6,639 New
IFWM
800
Institute for Wealth Management
Colorado
$973K -$16.2K -116 -2%
30 31
32
33 34