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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
976
IHT Wealth Management
Illinois
$1.25M -$8.28K -40 -0.7%
ATWA
977
Arbor Trust Wealth Advisors
Michigan
$1.25M +$147K +710 +15%
SAM
978
Sawgrass Asset Management
Florida
$1.25M -$29.4K -142 -3%
SFG
979
SevenBridge Financial Group
Pennsylvania
$1.25M – – –
ATC
980
Argent Trust Co
Tennessee
$1.24M -$98.7K -477 -8%
CRC
981
Curi RMB Capital
Illinois
$1.24M +$248K +1,197 +29%
OCM
982
Orleans Capital Management
Louisiana
$1.24M +$176K +850 +19%
AIM
983
Aspen Investment Management
Michigan
$1.23M +$143K +692 +15%
LC
984
Lavaca Capital
Texas
$1.23M +$1.1M +5,320 New
CCG
985
Cypress Capital Group
Florida
$1.23M -$544K -2,627 -33%
TWP
986
Tempus Wealth Planning
California
$1.23M – – –
GPA
987
Garrison Point Advisors
California
$1.23M -$3.1K -15 -0.3%
RA
988
RFG Advisory
Alabama
$1.22M +$74.3K +359 +7%
OIA
989
OneDigital Investment Advisors
Kansas
$1.22M -$287K -1,384 -21%
SIM
990
Sentry Investment Management
Wisconsin
$1.22M -$5.95M -28,726 -84%
IFWM
991
Institute for Wealth Management
Colorado
$1.21M +$10.4K +50 +1%
ESB
992
Essex Savings Bank
Connecticut
$1.21M +$9.32K +45 +0.8%
LIM
993
Longfellow Investment Management
Massachusetts
$1.2M -$502K -2,425 -32%
NNP
994
Nachman Norwood & Parrott
South Carolina
$1.2M +$414 +2 +0%
SCM
995
Schnieders Capital Management
California
$1.2M +$24.8K +120 +2%
TNBTD
996
Trustmark National Bank Trust Department
Mississippi
$1.2M -$89K -430 -8%
CL
997
CPWM LLC
Washington
$1.2M -$237K -1,147 -18%
EB
998
Eastern Bank
Massachusetts
$1.2M – – –
IP
999
Investment Partners
Ohio
$1.19M +$1.45K +7 +0.1%
HZ
1000
Hixon Zuercher
Ohio
$1.18M +$1.06M +5,099 New
38 39
40
41 42