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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1001
Capital Investment Advisory Services
North Carolina
$562K -$2.26K -16 -0.4%
BMC
1002
Benin Management Corp
Connecticut
$561K -$14.1K -100 -3%
AWM
1003
Avior Wealth Management
Nebraska
$559K – – –
FNBSF
1004
First National Bank Sioux Falls
South Dakota
$559K – – –
SWM
1005
SVA Wealth Management
Wisconsin
$555K – – –
FWP
1006
FAS Wealth Partners
Kansas
$551K +$14.4K +102 +3%
PFM
1007
Parsec Financial Management
North Carolina
$550K – – –
VHAM
1008
Van Hulzen Asset Management
California
$550K +$215K +1,520 +73%
CA
1009
Cynosure Advisors
Utah
$549K -$420K -2,968 -45%
NB
1010
Nicolet Bankshares
Wisconsin
$548K – – –
WMG
1011
WESCAP Management Group
California
$548K – – –
TTWM
1012
TCV Trust & Wealth Management
Virginia
$548K +$3.54K +25 +0.7%
XS
1013
XR Securities
Illinois
$547K +$86.3K +610 +20%
MWAC
1014
Mariner Wealth Advisors (Cincinnati)
Ohio
$543K -$347K -2,453 -41%
WDA
1015
Wendell David Associates
New Hampshire
$542K – – –
ERIM
1016
Eagle Ridge Investment Management
Connecticut
$539K – – –
CFGS
1017
Concourse Financial Group Securities
Alabama
$538K +$499K +3,531 New
KFA
1018
Kelleher Financial Advisors
New York
$537K +$141 +1 +0%
TI
1019
Trexquant Investment
Connecticut
$536K -$3.62M -25,593 -88%
SFG
1020
Summit Financial Group
West Virginia
$531K -$10.6K -75 -2%
APG
1021
Abacus Planning Group
South Carolina
$530K – – –
NCMW
1022
Northern Capital Management (Wisconsin)
Wisconsin
$530K – – –
MBT
1023
Montecito Bank & Trust
California
$529K -$189K -1,339 -28%
FFA
1024
First Foundation Advisors
California
$529K +$61.1K +432 +14%
SFG
1025
SNS Financial Group
Minnesota
$526K -$4.81K -34 -1%
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