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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
851
Nations Financial Group
Iowa
$539K -$43.3K -376 -8%
SBWM
852
Sunflower Bank Wealth Management
Arizona
$539K – – –
ISB
853
Iowa State Bank
Iowa
$536K -$7.49K -65 -1%
SAA
854
Southeast Asset Advisors
Georgia
$535K +$1.15K +10 +0.2%
WAM
855
Wealthspire Advisors (Maryland)
Maryland
$535K +$13K +113 +3%
OC
856
Oarsman Capital
Wisconsin
$531K +$40.3K +350 +9%
NWP
857
Northstar Wealth Partners
Connecticut
$529K +$24.8K +215 +5%
UAS
858
United Asset Strategies
New York
$529K +$489K +4,245 New
BL
859
Balentine LLC
Georgia
$524K -$164K -1,426 -25%
B
860
BancorpSouth
Mississippi
$524K -$63.7K -553 -12%
EGM
861
Engineers Gate Manager
New York
$523K -$2.35M -20,430 -83%
PL
862
Perpetual Ltd
Australia
$518K – – –
MRCM
863
M&R Capital Management
New Jersey
$516K -$57.6K -500 -11%
FNBSF
864
First National Bank Sioux Falls
South Dakota
$516K -$5.18K -45 -1%
BMC
865
Benin Management Corp
Connecticut
$516K – – –
VC
866
Vicus Capital
Pennsylvania
$514K – – –
AIA
867
Allegis Investment Advisors
Idaho
$512K -$118K -1,026 -20%
AF
868
Affiance Financial
Minnesota
$512K – – –
CFA
869
Carroll Financial Associates
North Carolina
$501K -$7.37K -64 -2%
KWMG
870
King Wealth Management Group
Florida
$500K -$15.7K -136 -3%
SRSA
871
S.R. Schill & Associates
Washington
$500K -$5.87K -51 -1%
FCBT
872
First Citizens Bank & Trust
North Carolina
$500K +$43.8K +380 +10%
SC
873
Saybrook Capital
North Carolina
$499K – – –
ST
874
Smithfield Trust
Pennsylvania
$499K – – –
CAG
875
Crestwood Advisors Group
Massachusetts
$499K +$89.7K +779 +24%
33 34
35
36 37