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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1176
Golden Green
South Carolina
$790K +$441K +2,190 +134%
AA
1177
Ancora Advisors
Ohio
$789K +$63.2K +314 +9%
CC
1178
Courier Capital
New York
$788K -$30K -149 -4%
CFN
1179
Cordasco Financial Network
Florida
$787K -$32K -159 -4%
4WM
1180
44 Wealth Management
Oregon
$787K -$18.5K -92 -2%
CS
1181
Capital Square
Tennessee
$787K – – –
UAML
1182
US Asset Management LLC
Pennsylvania
$786K -$604 -3 -0.1%
LNWTC
1183
Laird Norton Wetherby Trust Company
Washington
$781K -$12.5K -62 -2%
GI
1184
Gradient Investments
Minnesota
$779K +$3.02K +15 +0.4%
FMLI
1185
Fukoku Mutual Life Insurance
Japan
$777K -$576K -2,860 -43%
OQS
1186
Occudo Quantitative Strategies
Florida
$773K -$2.03M -10,086 -73%
GSWM
1187
Golden State Wealth Management
California
$773K +$107K +530 +17%
ED
1188
Exane Derivatives
France
$770K -$401K -1,989 -35%
SAM
1189
SignalPoint Asset Management
Missouri
$767K +$26.2K +130 +4%
MAG
1190
MRA Advisory Group
New Jersey
$767K +$513K +2,546 +218%
1WM
1191
1900 Wealth Management
Texas
$766K -$201 -1 -0%
EN1L
1192
Engine No 1 LLC
California
$766K +$150K +746 +25%
EGA
1193
E&G Advisors
Texas
$765K – – –
GC
1194
Gilbert & Cook
Iowa
$763K +$22.4K +111 +3%
WWM
1195
Western Wealth Management
Colorado
$763K +$741K +3,681 New
MCS
1196
Metatron Capital SICAV
Malta
$761K +$741K +3,680 New
CCB
1197
Cutter & Co Brokerage
Missouri
$760K +$3.42K +17 +0.5%
CWM
1198
Circle Wealth Management
New Jersey
$758K -$1.21K -6 -0.2%
RCAG
1199
Rehmann Capital Advisory Group
Michigan
$758K +$21.3K +106 +3%
RBFC
1200
Roman Butler Fullerton & Co
Missouri
$755K +$1.01K +5 +0.1%
46 47
48
49 50