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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
776
Argent Financial Group
Louisiana
$4.25M +$3.75M +10,871 New
LFS
777
Legacy Financial Strategies
Kansas
$4.24M +$111K +321 +3%
HCM
778
Hudson Capital Management
New Jersey
$4.24M +$165K +479 +5%
WPP
779
Whalerock Point Partners
Rhode Island
$4.22M +$17.3K +50 +0.5%
IWA
780
IBEX Wealth Advisors
New Jersey
$4.22M -$2.93M -8,493 -89%
AMG
781
Asset Management Group
Connecticut
$4.2M -$110K -318 -3%
BWAM
782
Boyd Watterson Asset Management
Ohio
$4.2M -$1.73K -5 -0%
MCM
783
MV Capital Management
Maryland
$4.19M – – –
TW
784
TritonPoint Wealth
Maryland
$4.19M +$34.2K +99 +0.9%
GL
785
Graypoint LLC
New York
$4.19M +$40.8K +118 +1%
VC
786
Vestor Capital
Illinois
$4.18M +$3.69M +10,687 New
HCA
787
Harbor Capital Advisors
Illinois
$4.15M +$26.9K +78 +0.7%
TCOT
788
Trust Company of Toledo
Ohio
$4.1M +$90.1K +261 +3%
KFP
789
KMG Fiduciary Partners
Ohio
$4.07M +$81.5K +236 +2%
KC
790
Kinloch Capital
Virginia
$4.04M -$125K -362 -3%
OCAM
791
Onex Canada Asset Management
Ontario, Canada
$4.04M – – –
MAM
792
Mystic Asset Management
Rhode Island
$4.03M -$48.3K -140 -1%
GVAG
793
Great Valley Advisor Group
Delaware
$4.03M -$1.43M -4,145 -29%
MMPW
794
Mitchell McLeod Pugh & Williams
Alabama
$4.02M -$15.5K -45 -0.4%
NP
795
NorthRock Partners
Minnesota
$4.01M +$144K +416 +4%
PFA
796
Pure Financial Advisors
California
$4.01M -$144K -417 -4%
IFG
797
Independent Financial Group
California
$4.01M +$171K +494 +5%
MMG
798
Monetary Management Group
Missouri
$4M +$20.7K +60 +0.6%
CW
799
CreativeOne Wealth
Kansas
$3.96M +$436K +1,263 +14%
NGA
800
Naples Global Advisors
Florida
$3.93M -$46.3K -134 -1%
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