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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1251
Summit X LLC
Missouri
$254K +$224K +1,613 New
JCM
1252
Janney Capital Management
Pennsylvania
$252K -$29.4K -212 -12%
CGA
1253
Crescent Grove Advisors
Illinois
$252K +$222K +1,597 New
JWBC
1254
J.W. Burns & Co
New York
$252K +$222K +1,598 New
CA
1255
Cornerstone Advisory
Maryland
$252K +$222K +1,600 New
MGIA
1256
Moneta Group Investment Advisors
Missouri
$252K +$222K +1,600 New
RAM
1257
Redmond Asset Management
Virginia
$251K -$45.2K -326 -17%
LJHT
1258
Laurie J. Hall Trustee
$251K – – –
GLA
1259
Good Life Advisors
Pennsylvania
$251K +$213K +1,533 New
HPWM
1260
Highland Private Wealth Management
Washington
$251K +$221K +1,590 New
CAW
1261
Cornerstone Advisors (Washington)
Washington
$250K – – –
CBT
1262
Central Bank & Trust
Kentucky
$250K +$200K +1,439 +959%
IWP
1263
Icon Wealth Partners
Texas
$250K +$220K +1,586 New
IF
1264
IRON Financial
Illinois
$249K -$4.16K -30 -2%
MPWT
1265
MassMutual Private Wealth & Trust
Connecticut
$248K +$22.5K +162 +11%
GIA
1266
Granite Investment Advisors
New Hampshire
$248K +$218K +1,572 New
AA
1267
Alesco Advisors
New York
$247K -$18.7K -135 -8%
OIA
1268
OneDigital Investment Advisors
Kansas
$245K +$88.1K +635 +69%
RPG
1269
Risk Paradigm Group
Texas
$244K +$131K +948 +157%
FAB
1270
First American Bank
Illinois
$244K -$18.4K -133 -8%
FG
1271
Fiduciary Group
Georgia
$242K +$213K +1,534 New
AWM
1272
Avior Wealth Management
Nebraska
$239K +$971 +7 +0.4%
TDC
1273
Thompson Davis & Co
Virginia
$238K +$96.1K +693 +85%
RWP
1274
RWA Wealth Partners
Massachusetts
$238K +$209K +1,507 New
CA
1275
CapWealth Advisors
Tennessee
$237K +$209K +1,505 New
49 50
51
52 53