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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1101
Financial Enhancement Group
Indiana
$6.23M -$1.25M -1,423 -20%
BMC
1102
Beaton Management Company
Massachusetts
$6.19M +$72K +82 +1%
HWMO
1103
Heritage Wealth Management (Ohio)
Ohio
$6.19M +$5.11M +5,813 New
JWA
1104
JFS Wealth Advisors
Pennsylvania
$6.19M -$126K -143 -2%
HVCM
1105
Hel Ved Capital Management
Hong Kong
$6.19M +$5.1M +5,810 New
WBCM
1106
Wilson & Boucher Capital Management
California
$6.18M -$43.9K -50 -0.9%
GWP
1107
Gateway Wealth Partners
Wisconsin
$6.18M -$4.44M -5,053 -47%
IHL
1108
Investment House LLC
California
$6.17M -$8.79K -10 -0.2%
CFM
1109
Compass Financial Management
Florida
$6.16M +$5.93M +6,752 New
HH
1110
Hilltop Holdings
Texas
$6.15M +$368K +419 +8%
LS
1111
Leelyn Smith
Illinois
$6.14M +$259K +295 +5%
SWM
1112
SeaCrest Wealth Management
New York
$6.14M -$1.51M -1,718 -23%
CIAS
1113
Capital Investment Advisory Services
North Carolina
$6.13M +$242K +276 +5%
KTC
1114
Kentucky Trust Company
Kentucky
$6.11M -$79.1K -90 -2%
CWM
1115
Cordatus Wealth Management
Pennsylvania
$6.09M -$52.7K -60 -1%
AIS
1116
AM Investment Strategies
Tennessee
$6.09M -$19.3K -22 -0.4%
NFG
1117
Nations Financial Group
Iowa
$6.09M -$108K -123 -2%
SSW
1118
Stone Summit Wealth
Florida
$6.08M -$385K -438 -7%
FM
1119
Family Management
New York
$6.07M -$124K -141 -2%
AC
1120
Apella Capital
Connecticut
$6.04M +$54.5K +62 +1%
BFA
1121
Bragg Financial Advisors
North Carolina
$6.03M +$12.3K +14 +0.2%
FCBT
1122
First Citizens Bank & Trust
North Carolina
$6.03M +$450K +512 +10%
FPW
1123
Fairvoy Private Wealth
Alabama
$6.03M +$3.38M +3,845 +211%
SSA
1124
Sierra Summit Advisors
Nevada
$6.02M +$92.2K +105 +2%
FCA
1125
FLC Capital Advisors
California
$6M -$132K -150 -3%
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