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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1126
West Oak Capital
California
$753K -$45.3K -215 -5%
BHIA
1127
Birch Hill Investment Advisors
Massachusetts
$753K – – –
FNB
1128
Farmers National Bank
Kentucky
$752K +$80.1K +380 +10%
FF
1129
FourThought Financial
Florida
$752K -$29.5K -140 -3%
NA
1130
Navellier & Associates
Nevada
$751K – – –
SAA
1131
Southeast Asset Advisors
Georgia
$750K +$1.69K +8 +0.2%
PFT
1132
Providence First Trust
Arizona
$749K -$82.2K -390 -9%
IGGA
1133
Iron Gate Global Advisors
Utah
$749K -$211 -1 -0%
OPS
1134
Orion Portfolio Solutions
Nebraska
$748K +$8.01K +38 +0.9%
CRC
1135
Curi RMB Capital
Illinois
$743K -$1.26K -6 -0.1%
NQWM
1136
Northwest Quadrant Wealth Management
Oregon
$742K +$4.21K +20 +0.5%
DIA
1137
Dana Investment Advisors
Wisconsin
$741K -$786K -3,728 -47%
WWM
1138
Windsor Wealth Management
Indiana
$740K -$808K -3,833 -47%
CC
1139
Chicago Capital
Illinois
$739K – – –
MFP
1140
Meridian Financial Partners
Virginia
$739K +$841K +3,990 New
FCIM
1141
Fairview Capital Investment Management
California
$735K – – –
RT
1142
Rockland Trust
Massachusetts
$734K – – –
MFA
1143
Mayflower Financial Advisors
Massachusetts
$728K -$211 -1 -0%
IWA
1144
IVC Wealth Advisors
Pennsylvania
$727K -$4.85K -23 -0.6%
GC
1145
Gilbert & Cook
Iowa
$727K +$31K +147 +4%
IA
1146
Insight Advisors
Pennsylvania
$726K -$127K -604 -13%
SVWAG
1147
Sound View Wealth Advisors Group
Georgia
$725K +$259K +1,228 +43%
BIM
1148
Bridges Investment Management
Nebraska
$724K – – –
WT
1149
Washington Trust
Rhode Island
$723K +$3.79K +18 +0.4%
CFN
1150
Cordasco Financial Network
Florida
$721K +$33.7K +160 +4%
44 45
46
47 48