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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
826
Carroll Financial Associates
North Carolina
$373K +$109K +1,150 +40%
ST
827
Smithfield Trust
Pennsylvania
$371K -$10.4K -110 -3%
WTB
828
Washington Trust Bank
Washington
$371K -$4.73K -50 -1%
SC
829
Saybrook Capital
North Carolina
$371K – – –
ARMT
830
Amica Retiree Medical Trust
Rhode Island
$370K – – –
BHIA
831
Birch Hill Investment Advisors
Massachusetts
$369K +$56.8K +600 +18%
NWP
832
Northstar Wealth Partners
Connecticut
$367K +$368K +3,890 New
ZB
833
Zions Bancorporation
Utah
$365K -$43.2K -456 -10%
TFA
834
Toth Financial Advisory
Virginia
$362K -$519K -5,482 -58%
PFM
835
Parsec Financial Management
North Carolina
$359K -$2.18K -23 -0.6%
BHBT
836
Burke & Herbert Bank & Trust
Virginia
$358K -$39.2K -414 -10%
NB
837
Nicolet Bankshares
Wisconsin
$358K +$17.1K +181 +5%
PAS
838
Partnervest Advisory Services
California
$356K +$364K +3,841 New
RWA
839
River Wealth Advisors
Pennsylvania
$353K -$111K -1,172 -24%
FCB
840
First Command Bank
Texas
$353K +$45.4K +480 +14%
FCFS
841
First Command Financial Services
Texas
$353K +$45.4K +480 +14%
RI
842
Ridgewood Investments
New Jersey
$353K +$52.7K +557 +17%
CCM
843
Coldstream Capital Management
Washington
$352K +$115K +1,210 +47%
WA1
844
Wimmer Associates 1
California
$351K -$224K -2,366 -38%
HS
845
Huntington Steele
Pennsylvania
$351K – – –
TAM
846
Taurus Asset Management
New York
$350K -$56.8K -600 -14%
SFWA
847
Summit Financial Wealth Advisors
Louisiana
$349K -$18.8K -199 -5%
KFA
848
Kelleher Financial Advisors
New York
$347K +$2.56K +27 +0.7%
GT
849
Greenleaf Trust
Michigan
$345K -$25.7K -272 -7%
BDF
850
Balasa Dinverno & Foltz
$343K -$103K -1,087 -23%
32 33
34
35 36