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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
976
King Wealth Management Group
Florida
$486K -$2.02K -17 -0.4%
AC
977
Arjuna Capital
North Carolina
$486K +$12.1K +102 +3%
ST
978
Sabal Trust
Florida
$484K -$11.9K -100 -3%
BCB
979
Brian C. Broderick
$484K – – –
SFG
980
SNS Financial Group
Minnesota
$483K +$119 +1 +0%
BA
981
Ballast Advisors
Minnesota
$483K +$11.9K +100 +3%
WANY
982
Wealthspire Advisors (New York)
New York
$480K -$613K -5,173 -58%
CCFCSB
983
Cape Cod Five Cents Savings Bank
Massachusetts
$479K -$47.4K -400 -10%
CHA
984
Carmichael Hill & Associates
Maryland
$479K +$119 +1 +0%
WWM
985
Western Wealth Management
Colorado
$479K +$48.6K +410 +12%
WCM
986
Whitener Capital Management
North Carolina
$477K – – –
AGM
987
Alpine Global Management
New York
$477K +$447K +3,773 New
BHIA
988
Birch Hill Investment Advisors
Massachusetts
$476K – – –
DJSG
989
D.J. St. Germain
Massachusetts
$475K -$32K -270 -7%
CIAS
990
Capital Investment Advisory Services
North Carolina
$473K -$96.4K -813 -18%
RG
991
Rikoon Group
New Mexico
$473K -$1.78K -15 -0.4%
RM
992
Resource Management
Louisiana
$469K -$23.2K -196 -5%
WLIM
993
White Lighthouse Investment Management
Massachusetts
$468K – – –
WEC
994
Winslow Evans & Crocker
Massachusetts
$464K -$29.8K -251 -6%
CAG
995
Csenge Advisory Group
Florida
$464K +$213K +1,796 +96%
AWA
996
Arkadios Wealth Advisors
Georgia
$460K +$18.4K +155 +5%
OSNBOA
997
Old Second National Bank of Aurora
Illinois
$458K -$16.2K -137 -4%
CWM
998
Circle Wealth Management
New Jersey
$457K +$2.02K +17 +0.5%
CT
999
Cambridge Trust
Massachusetts
$456K -$5.22K -44 -1%
ITIM
1000
Indiana Trust & Investment Management
Indiana
$455K – – –
38 39
40
41 42