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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1101
Hilltop Holdings
Texas
$401K -$191K -1,443 -33%
BFM
1102
Boston Financial Management
Massachusetts
$401K -$22.5K -170 -5%
SFG
1103
SevenBridge Financial Group
Pennsylvania
$401K +$215K +1,625 +124%
MIFH
1104
Migdal Insurance & Financial Holdings
Israel
$401K +$302K +2,289 +339%
TF
1105
Tompkins Financial
New York
$400K -$12.6K -95 -3%
IIC
1106
Ironwood Investment Counsel
Arizona
$400K +$1.06K +8 +0.3%
SFP
1107
Shepherd Financial Partners
Massachusetts
$399K +$132 +1 +0%
CCMD
1108
Cypress Capital Management (Delaware)
Delaware
$398K – – –
BFIM
1109
Beese Fulmer Investment Management
Ohio
$398K +$2.64K +20 +0.7%
RWM
1110
Ritholtz Wealth Management
New York
$397K – – –
WA1
1111
Wimmer Associates 1
California
$396K – – –
MHIC
1112
Marble Harbor Investment Counsel
Massachusetts
$396K +$23.8K +180 +7%
FHC
1113
First Heartland Consultants
Missouri
$396K +$50.3K +381 +15%
CWM
1114
Concentric Wealth Management
California
$395K – – –
WA
1115
Wealth Architects
California
$395K +$30.4K +230 +9%
HWA
1116
HHM Wealth Advisors
Tennessee
$394K – – –
ZCM
1117
Zebra Capital Management
Connecticut
$394K +$382K +2,890 New
DIA
1118
Davidson Investment Advisors
Montana
$393K -$44.3K -335 -10%
SBL
1119
Sargent Bickham Lagudis
Colorado
$392K – – –
CIA
1120
Choate Investment Advisors
Massachusetts
$391K -$6.61K -50 -2%
BRWM
1121
B. Riley Wealth Management
Tennessee
$390K -$725K -5,483 -66%
GCM
1122
Gladius Capital Management
Illinois
$389K -$1.41M -10,650 -79%
DI
1123
Diligent Investors
California
$389K +$1.32K +10 +0.4%
ACM
1124
Ategra Capital Management
Virginia
$388K – – –
WPW
1125
Waldron Private Wealth
Pennsylvania
$386K -$55.6K -421 -13%
43 44
45
46 47