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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1176
Souders Financial Advisors
Ohio
$791K +$90.8K +451 +13%
GG
1177
Golden Green
South Carolina
$790K +$441K +2,190 +134%
AA
1178
Ancora Advisors
Ohio
$789K +$63.2K +314 +9%
CC
1179
Courier Capital
New York
$788K -$30K -149 -4%
CFN
1180
Cordasco Financial Network
Florida
$787K -$32K -159 -4%
4WM
1181
44 Wealth Management
Oregon
$787K -$18.5K -92 -2%
CS
1182
Capital Square
Tennessee
$787K – – –
UAML
1183
US Asset Management LLC
Pennsylvania
$786K -$604 -3 -0.1%
LNWTC
1184
Laird Norton Wetherby Trust Company
Washington
$781K -$12.5K -62 -2%
GI
1185
Gradient Investments
Minnesota
$779K +$3.02K +15 +0.4%
FMLI
1186
Fukoku Mutual Life Insurance
Japan
$777K -$576K -2,860 -43%
OQS
1187
Occudo Quantitative Strategies
Florida
$773K -$2.03M -10,086 -73%
GSWM
1188
Golden State Wealth Management
California
$773K +$107K +530 +17%
ED
1189
Exane Derivatives
France
$770K -$401K -1,989 -35%
SAM
1190
SignalPoint Asset Management
Missouri
$767K +$26.2K +130 +4%
MAG
1191
MRA Advisory Group
New Jersey
$767K +$513K +2,546 +218%
1WM
1192
1900 Wealth Management
Texas
$766K -$201 -1 -0%
EN1L
1193
Engine No 1 LLC
California
$766K +$150K +746 +25%
EGA
1194
E&G Advisors
Texas
$765K – – –
GC
1195
Gilbert & Cook
Iowa
$763K +$22.4K +111 +3%
WWM
1196
Western Wealth Management
Colorado
$763K +$741K +3,681 New
MCS
1197
Metatron Capital SICAV
Malta
$761K +$741K +3,680 New
CCB
1198
Cutter & Co Brokerage
Missouri
$760K +$3.42K +17 +0.5%
CWM
1199
Circle Wealth Management
New Jersey
$758K -$1.21K -6 -0.2%
RCAG
1200
Rehmann Capital Advisory Group
Michigan
$758K +$21.3K +106 +3%
46 47
48
49 50