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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
801
M&R Capital Management
New Jersey
$524K -$915K -9,009 -66%
TAM
802
Taylor Asset Management
Ontario, Canada
$516K – – –
B
803
BancorpSouth
Mississippi
$511K -$105K -1,030 -18%
AIM
804
Aspen Investment Management
Michigan
$508K – – –
ZCA
805
Zeke Capital Advisors
Pennsylvania
$508K +$35.7K +351 +8%
NFG
806
Nations Financial Group
Iowa
$505K +$67.1K +661 +16%
FNT
807
First National Trust
Pennsylvania
$502K -$32.3K -318 -6%
VWA
808
V Wealth Advisors
Kansas
$498K -$47.6K -469 -9%
UF
809
Univest Financial
Pennsylvania
$498K -$11.2K -110 -2%
JWA
810
JFS Wealth Advisors
Pennsylvania
$497K -$13.8K -136 -3%
AB
811
AT Bancorp
Iowa
$490K – – –
AF
812
Aldebaran Financial
$484K +$457K +4,500 New
AT
813
Arden Trust
Delaware
$471K -$21.6K -213 -5%
ISB
814
Iowa State Bank
Iowa
$469K -$40.6K -400 -8%
SBWM
815
Sunflower Bank Wealth Management
Arizona
$465K -$40.6K -400 -8%
KA
816
Kovack Advisors
Florida
$464K +$201K +1,982 +85%
SAA
817
Southeast Asset Advisors
Georgia
$460K +$1.22K +12 +0.3%
SFSG
818
Stearns Financial Services Group
North Carolina
$459K -$14.3K -141 -3%
PL
819
Parkwood LLC
Ohio
$458K -$45.9K -452 -10%
QC
820
Quadrature Capital
United Kingdom
$454K -$6.61M -65,092 -94%
IP
821
Isthmus Partners
Wisconsin
$451K – – –
WAM
822
Wealthspire Advisors (Maryland)
Maryland
$449K -$22.4K -221 -5%
FNBSF
823
First National Bank Sioux Falls
South Dakota
$449K -$16.3K -160 -4%
FCB
824
First Command Bank
Texas
$447K +$36.7K +361 +9%
FCFS
825
First Command Financial Services
Texas
$447K +$36.7K +361 +9%
31 32
33
34 35