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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1226
Nicolet Bankshares
Wisconsin
$2.06M +$374K +876 +25%
SIA
1227
Sit Investment Associates
Minnesota
$2.05M – – –
AFCM
1228
Applied Finance Capital Management
Puerto Rico
$2.05M -$589K -1,379 -24%
UF
1229
Univest Financial
Pennsylvania
$2.04M – – –
EFA
1230
Evernest Financial Advisors
Indiana
$2.04M +$20.9K +49 +1%
PA
1231
Promethium Advisors
Maryland
$2.03M +$295K +690 +19%
FAM
1232
Flaharty Asset Management
Florida
$2.03M -$17.9K -42 -1%
NS
1233
NBC Securities
Alabama
$2.03M -$47.8K -112 -3%
FTC
1234
Farmers Trust Company
Ohio
$2.02M – – –
CCG
1235
Cypress Capital Group
Florida
$2.02M +$221K +518 +14%
NG
1236
Norden Group
Utah
$2.02M -$201K -470 -10%
RCM
1237
RNC Capital Management
California
$2.02M -$9.39K -22 -0.5%
KF
1238
Krilogy Financial
Missouri
$2.02M +$1.51M +3,544 New
WP
1239
Wealthspan Partners
Iowa
$2.01M +$11.5K +27 +0.6%
WAM
1240
Werlinich Asset Management
Connecticut
$2.01M – – –
AWA
1241
Acorn Wealth Advisors
Michigan
$2.01M +$15.4K +36 +0.9%
RPC
1242
Rossmore Private Capital
Connecticut
$2.01M +$81.1K +190 +5%
KA
1243
Kovack Advisors
Florida
$2.01M -$148K -347 -8%
AWE
1244
Avidian Wealth Enterprises
Texas
$2.01M +$29.9K +70 +2%
HR
1245
Hardy Reed
Mississippi
$2M +$47K +110 +3%
SI
1246
Symmetry Investments
Jersey
$2M +$1.79M +4,200 New
BG
1247
Bahl & Gaynor
Ohio
$2M -$844K -1,977 -32%
VA
1248
Valmark Advisers
Ohio
$2M +$318K +745 +22%
ZI
1249
ZEGA Investments
Florida
$2M +$1.07M +2,508 +150%
AAM
1250
Aureus Asset Management
Massachusetts
$1.99M – – –
48 49
50
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