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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1076
Flagship Harbor Advisors
Massachusetts
$338K +$70.5K +552 +23%
MHIC
1077
Marble Harbor Investment Counsel
Massachusetts
$337K – – –
TFA
1078
Toth Financial Advisory
Virginia
$336K -$49.3K -386 -12%
GW
1079
GW & Wade
Massachusetts
$335K -$14.4K -113 -4%
SGK
1080
Steigerwald Gordon & Koch
Virginia
$335K -$5.62K -44 -2%
ACM
1081
AlphaCrest Capital Management
New York
$334K -$165K -1,292 -31%
AIA
1082
Avalon Investment & Advisory
Texas
$332K -$12.6M -98,752 -97%
OFS
1083
OneAscent Financial Services
Alabama
$332K -$53.9K -422 -13%
CCFM
1084
Clear Creek Financial Management
Washington
$332K +$370K +2,898 New
V
1085
VeraBank
Texas
$329K – – –
NP
1086
NorthRock Partners
Minnesota
$329K +$25K +196 +7%
MLFP
1087
MPS Loria Financial Planners
Illinois
$328K +$511 +4 +0.1%
PC
1088
Peavine Capital
Nevada
$325K – – –
VNA
1089
Valley National Advisers
Pennsylvania
$325K +$1.53K +12 +0.4%
EWA
1090
EP Wealth Advisors
California
$323K -$1.07M -8,341 -75%
BFA
1091
Beacon Financial Advisory
Ohio
$323K -$124K -968 -26%
BOS
1092
Bingham Osborn & Scarborough
California
$323K +$43.9K +344 +14%
SIAP
1093
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$321K -$124K -972 -26%
BMC
1094
Benin Management Corp
Connecticut
$320K -$131K -1,027 -27%
OL
1095
Optas LLC
Texas
$320K +$353K +2,760 New
WDA
1096
Wendell David Associates
New Hampshire
$319K -$12.8K -100 -4%
FCB
1097
First Command Bank
Texas
$319K – – –
FCFS
1098
First Command Financial Services
Texas
$319K – – –
RT
1099
Rockland Trust
Massachusetts
$318K -$9.71K -76 -3%
SNB
1100
Security National Bank
Nebraska
$318K – – –
42 43
44
45 46