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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1101
Aspen Investment Management
Michigan
$761K -$278K -1,337 -25%
FHB
1102
First Hawaiian Bank
Hawaii
$761K -$87.3K -419 -10%
CFN
1103
Cordasco Financial Network
Florida
$761K +$24.4K +117 +3%
CC
1104
Courier Capital
New York
$760K +$208 +1 +0%
WPW
1105
Waldron Private Wealth
Pennsylvania
$756K +$154K +740 +23%
FC
1106
FORA Capital
Florida
$756K +$820K +3,937 New
O
1107
Ossiam
France
$755K -$25.5M -122,500 -97%
IC
1108
Intersect Capital
California
$753K -$67.7K -325 -8%
4WM
1109
44 Wealth Management
Oregon
$748K +$208K +997 +34%
WC
1110
Westhampton Capital
North Carolina
$742K +$46.9K +225 +6%
ANRIA
1111
American National Registered Investment Advisor
Texas
$740K -$5.42K -26 -0.7%
SFG
1112
SNS Financial Group
Minnesota
$738K -$2.29K -11 -0.3%
LNWTC
1113
Laird Norton Wetherby Trust Company
Washington
$737K +$26.9K +129 +3%
XWM
1114
Xcel Wealth Management
Florida
$736K – – –
VWA
1115
Visionary Wealth Advisors
Illinois
$732K +$73.1K +351 +10%
ESCM
1116
Echo Street Capital Management
New York
$732K +$105K +504 +15%
UAML
1117
US Asset Management LLC
Pennsylvania
$730K +$792K +3,805 New
HH
1118
Hilltop Holdings
Texas
$728K -$23.5K -113 -3%
HW
1119
Hancock Whitney
Mississippi
$725K -$53.3K -256 -6%
NP
1120
NorthRock Partners
Minnesota
$723K +$131K +627 +21%
RBFC
1121
Roman Butler Fullerton & Co
Missouri
$722K +$208 +1 +0%
GI
1122
Gradient Investments
Minnesota
$720K +$6.66K +32 +0.9%
LTI
1123
Laffer Tengler Investments
Tennessee
$713K +$493K +2,365 +175%
RSWM
1124
Robertson Stephens Wealth Management
California
$712K +$41.7K +200 +6%
1WM
1125
1900 Wealth Management
Texas
$711K – – –
43 44
45
46 47