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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
976
Csenge Advisory Group
Florida
$962K -$50.2K -296 -5%
RA
977
RFG Advisory
Alabama
$956K -$295K -1,741 -26%
NA
978
Navellier & Associates
Nevada
$947K – – –
NNP
979
Nachman Norwood & Parrott
South Carolina
$943K +$215K +1,268 +32%
CB
980
Cadence Bank
Mississippi
$941K +$178K +1,050 +25%
IFWM
981
Institute for Wealth Management
Colorado
$940K -$12.4K -73 -1%
EB
982
Eastern Bank
Massachusetts
$940K – – –
NFG
983
Norris Financial Group
South Carolina
$935K -$259K -1,528 -23%
IP
984
Investment Partners
Ohio
$933K -$32.7K -193 -4%
PA
985
Parallel Advisors
California
$932K +$13.4K +79 +2%
SCM
986
Schnieders Capital Management
California
$922K – – –
HA
987
HYA Advisors
Missouri
$922K +$65.1K +384 +8%
FF
988
FourThought Financial
Florida
$917K +$855K +5,040 New
HCA
989
Heck Capital Advisors
Wisconsin
$912K -$509 -3 -0.1%
LWAM
990
Legacy Wealth Asset Management
Minnesota
$905K +$843K +4,971 New
RWA
991
River Wealth Advisors
Pennsylvania
$902K -$14.4K -85 -2%
S
992
SignatureFD
Georgia
$899K +$47.5K +280 +6%
FCIM
993
Fairview Capital Investment Management
California
$898K -$77.3K -456 -8%
WC
994
Woodstock Corp
Massachusetts
$898K -$8.48K -50 -1%
HPC
995
HM Payson & Co
Maine
$894K -$249K -1,466 -23%
MJP
996
Michael J. Puzo
$892K -$67.8K -400 -8%
EI
997
Ethic Inc
New York
$892K +$255K +1,502 +44%
CBT
998
CoreFirst Bank & Trust
Kansas
$887K +$827K +4,876 New
NQWM
999
Northwest Quadrant Wealth Management
Oregon
$886K -$44.8K -264 -5%
WOC
1000
West Oak Capital
California
$883K +$52.6K +310 +7%
38 39
40
41 42