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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1126
1900 Wealth Management
Texas
$711K – – –
EGA
1127
E&G Advisors
Texas
$710K +$771K +3,700 New
GWSG
1128
GPS Wealth Strategies Group
Colorado
$709K +$22.7K +109 +3%
ATPW
1129
Ashton Thomas Private Wealth
Arizona
$706K +$32.1K +154 +4%
FLPIM
1130
F.L. Putnam Investment Management
Massachusetts
$705K -$173K -829 -18%
CWM
1131
Circle Wealth Management
New Jersey
$705K – – –
CCB
1132
Cutter & Co Brokerage
Missouri
$703K +$208 +1 +0%
BP
1133
Ballentine Partners
Massachusetts
$697K -$10K -48 -1%
SWA
1134
Stratos Wealth Advisors
Ohio
$697K -$417 -2 -0.1%
DIM
1135
Delta Investment Management
California
$697K +$3.12K +15 +0.4%
CS
1136
Capital Square
Tennessee
$696K +$422K +2,025 +130%
AC
1137
Applied Capital
Arkansas
$694K +$4.37K +21 +0.6%
CG
1138
Cynosure Group
Utah
$691K – – –
JWCA
1139
J.W. Coons Advisors
Ohio
$688K -$202K -970 -21%
SAM
1140
SignalPoint Asset Management
Missouri
$688K +$16.9K +81 +2%
GC
1141
Gilbert & Cook
Iowa
$687K +$109K +523 +17%
WLIM
1142
White Lighthouse Investment Management
Massachusetts
$686K – – –
TAM
1143
Taurus Asset Management
New York
$683K – – –
HI
1144
Horizon Investments
North Carolina
$681K -$68.3K -328 -8%
MF
1145
Montis Financial
Massachusetts
$681K +$1.04K +5 +0.1%
DBIA
1146
Dumont & Blake Investment Advisors
New Jersey
$681K +$8.33K +40 +1%
AAM
1147
Auxier Asset Management
Oregon
$680K – – –
FMB
1148
Field & Main Bank
Kentucky
$680K +$23.9K +115 +3%
RCAG
1149
Rehmann Capital Advisory Group
Michigan
$680K +$31.9K +153 +4%
BRM
1150
Boston Research & Management
Massachusetts
$679K – – –
44 45
46
47 48