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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
776
Keudell/Morrison Wealth Management
Oregon
$766K +$22.6K +177 +3%
RA
777
RFG Advisory
Alabama
$763K -$11.6K -91 -1%
HTC
778
Haverford Trust Company
Pennsylvania
$758K -$55.4K -434 -6%
RBFC
779
Roman Butler Fullerton & Co
Missouri
$757K +$255 +2 +0%
SCM
780
SOL Capital Management
Maryland
$751K +$9.58K +75 +1%
SFG
781
SevenBridge Financial Group
Pennsylvania
$751K +$217K +1,701 +36%
IFWM
782
Institute for Wealth Management
Colorado
$745K -$21.6K -169 -3%
TAIM
783
TD Ameritrade Investment Management
Nebraska
$745K -$894 -7 -0.1%
IHL
784
Investment House LLC
California
$743K – – –
TIA
785
Tiemann Investment Advisors
California
$741K -$19.8K -155 -2%
DPIM
786
Duff & Phelps Investment Management
Illinois
$741K +$15.3K +120 +2%
GC
787
Garde Capital
Washington
$737K – – –
CG
788
Cutler Group
California
$737K +$789K +6,179 +3,433%
BFA
789
Bragg Financial Advisors
North Carolina
$735K – – –
SW
790
SVB Wealth
Massachusetts
$735K +$24.5K +192 +3%
EH
791
Equitable Holdings
New York
$735K +$66.8K +523 +9%
UR
792
USCA RIA
Texas
$723K -$2.61M -20,460 -77%
RCM
793
RB Capital Management
Nevada
$722K +$76.4K +598 +11%
LS
794
Livforsakringsbolaget Skandia
Sweden
$721K +$230K +1,800 +41%
FAIM
795
Financial Advocates Investment Management
Washington
$720K -$115K -900 -13%
HI
796
Hudock Inc
Pennsylvania
$717K -$15.3K -120 -2%
PA
797
Probity Advisors
Texas
$717K +$116K +909 +17%
CPIA
798
Cornell Pochily Investment Advisors
New York
$716K -$10.2K -80 -1%
TYCC
799
Texas Yale Capital Corp
Florida
$715K -$128K -1,001 -14%
HCM
800
Hodges Capital Management
Texas
$712K -$191K -1,499 -20%
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