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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
901
Biltmore Family Office
North Carolina
$683K – – –
TU
902
TDAM USA
Ontario, Canada
$681K -$170K -1,285 -20%
COI
903
Capital One Investing
Virginia
$681K -$66.1K -500 -9%
S
904
SignatureFD
Georgia
$680K -$118K -893 -15%
SIG
905
Sargent Investment Group
Maryland
$678K – – –
MOS
906
MGO One Seven
Ohio
$674K -$6.21K -47 -0.9%
WOC
907
West Oak Capital
California
$674K +$3.96K +30 +0.6%
MAM
908
Mastrapasqua Asset Management
Tennessee
$673K -$2.64K -20 -0.4%
FDS
909
Freedom Day Solutions
Texas
$667K +$38.7K +293 +6%
PA
910
Parallel Advisors
California
$663K +$48.4K +366 +8%
PWAP
911
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$662K -$17.4K -132 -3%
HWA
912
HCR Wealth Advisors
California
$660K -$69.2K -524 -10%
CFS
913
CRA Financial Services
New Jersey
$650K +$19.6K +148 +3%
SFA
914
Sequoia Financial Advisors
Ohio
$649K -$18.2K -138 -3%
CWM
915
Calamos Wealth Management
Illinois
$648K -$70K -530 -10%
FQ
916
First Quadrant
California
$646K – – –
CPO
917
Cerity Partners OCIO
New York
$646K +$138K +1,042 +28%
NA
918
Navellier & Associates
Nevada
$644K -$40.3K -305 -6%
AIM
919
Aspen Investment Management
Michigan
$644K -$6.61K -50 -1%
CCFCSB
920
Cape Cod Five Cents Savings Bank
Massachusetts
$644K -$6.61K -50 -1%
EFSCE
921
Enterprise Financial Services Corp (EFSC)
Missouri
$644K -$6.47K -49 -1%
WEC
922
Winslow Evans & Crocker
Massachusetts
$644K +$28K +212 +5%
VCA
923
Verdence Capital Advisors
Maryland
$643K -$57.1K -432 -8%
EGA
924
E&G Advisors
Texas
$641K +$13.2K +100 +2%
FFA
925
First Foundation Advisors
California
$641K +$27.2K +206 +5%
35 36
37
38 39