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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1026
SevenBridge Financial Group
Pennsylvania
$1.28M -$4.14K -19 -0.4%
SIMG
1027
Sonora Investment Management Group
Arizona
$1.28M +$115K +526 +11%
TWP
1028
Tempus Wealth Planning
California
$1.27M -$74.7K -343 -6%
SCM
1029
SOL Capital Management
Maryland
$1.27M – – –
EB
1030
Eastern Bank
Massachusetts
$1.25M -$50.7K -233 -4%
RA
1031
RFG Advisory
Alabama
$1.24M -$30.3K -139 -3%
SFP
1032
Shepherd Financial Partners
Massachusetts
$1.24M +$12.2K +56 +1%
FFA
1033
First Foundation Advisors
California
$1.24M -$10K -46 -0.9%
EP
1034
Eudaimonia Partners
Tennessee
$1.24M -$309K -1,421 -22%
HPC
1035
HM Payson & Co
Maine
$1.24M +$1.09K +5 +0.1%
AW
1036
Alaethes Wealth
Nevada
$1.24M -$27.2K -125 -2%
IFWM
1037
Institute for Wealth Management
Colorado
$1.24M -$22.6K -104 -2%
SC
1038
SouthState Corp
Florida
$1.24M +$95.1K +437 +9%
WR
1039
WD Rutherford
Oregon
$1.24M – – –
IP
1040
Interval Partners
New York
$1.23M +$1.12M +5,150 New
DAS
1041
Dynamic Advisor Solutions
Arizona
$1.23M -$62.7K -288 -5%
WFM
1042
Wolff Financial Management
Michigan
$1.23M -$44.6K -205 -4%
HCM
1043
Howland Capital Management
Massachusetts
$1.23M – – –
BP
1044
Ballentine Partners
Massachusetts
$1.21M -$28.5K -131 -3%
TA
1045
TKG Advisors
Indiana
$1.21M -$192K -881 -15%
BCP
1046
Blackhawk Capital Partners
Wisconsin
$1.2M +$1.09M +5,027 New
GJIC
1047
Gamble Jones Investment Counsel
California
$1.2M – – –
MSS
1048
Mitchell Sinkler & Starr
Pennsylvania
$1.19M +$1.08M +4,980 New
VIA
1049
Vident Investment Advisory
Georgia
$1.19M +$248K +1,138 +30%
CAG
1050
Csenge Advisory Group
Florida
$1.19M -$325K -1,492 -23%
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