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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
951
RE Dickinson Investment Advisors
Iowa
$1.35M +$1.32M +6,542 New
FSA
952
Franklin Street Advisors
North Carolina
$1.34M – – –
YIH
953
Y-Intercept (HK)
Hong Kong
$1.34M +$631K +3,132 +93%
VBCG
954
Valley Brook Capital Group
Pennsylvania
$1.34M +$15.1K +75 +1%
GVAG
955
Great Valley Advisor Group
Delaware
$1.33M +$4.23K +21 +0.3%
AWM
956
Apollon Wealth Management
South Carolina
$1.33M +$945K +4,694 +269%
FPCP
957
Fort Point Capital Partners
California
$1.33M – – –
WBCM
958
Wilson & Boucher Capital Management
California
$1.32M +$1.28M +6,371 New
CPO
959
Cerity Partners OCIO
New York
$1.3M +$102K +509 +9%
PAS
960
Park Avenue Securities
New York
$1.3M +$155K +772 +14%
JIP
961
Jaffetilchin Investment Partners
Florida
$1.3M +$54.2K +269 +4%
CFA
962
Cahill Financial Advisors
Minnesota
$1.29M -$12.1K -60 -0.9%
CF
963
Centaurus Financial
California
$1.29M -$281K -1,398 -18%
ESB
964
Essex Savings Bank
Connecticut
$1.29M +$35.2K +175 +3%
MWM
965
Mattern Wealth Management
Kansas
$1.29M -$20.1K -100 -2%
TIA
966
Tiemann Investment Advisors
California
$1.29M -$65.4K -325 -5%
TSW
967
Thompson Siegel & Walmsley
Virginia
$1.28M – – –
FFA
968
First Foundation Advisors
California
$1.28M +$2.62K +13 +0.2%
SW
969
SVB Wealth
Massachusetts
$1.28M -$491K -2,439 -28%
BRWM
970
B. Riley Wealth Management
Tennessee
$1.28M +$84.4K +419 +7%
S
971
SimplyRich
California
$1.28M -$9.46K -47 -0.8%
CAAS
972
Capital Asset Advisory Services
Michigan
$1.27M -$55.8K -277 -4%
LIA
973
LS Investment Advisors
Michigan
$1.25M -$254K -1,262 -17%
CGL
974
Clarius Group LLC
Washington
$1.24M +$23.8K +118 +2%
FNBSF
975
First National Bank Sioux Falls
South Dakota
$1.23M +$687K +3,410 +133%
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