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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1251
Live Oak Private Wealth
North Carolina
$1.36M – – –
EB
1252
Eastern Bank
Massachusetts
$1.36M -$34.7K -100 -2%
QPBE
1253
Quintet Private Bank (Europe)
Luxembourg
$1.35M -$85.3K -246 -6%
OHIS
1254
Oak Harvest Investment Services
Texas
$1.35M +$102K +293 +8%
BHIA
1255
Birch Hill Investment Advisors
Massachusetts
$1.35M – – –
SB
1256
Strategic Blueprint
Georgia
$1.35M -$121K -348 -8%
ZIC
1257
ZWJ Investment Counsel
Georgia
$1.34M -$5.2K -15 -0.4%
SFG
1258
SNS Financial Group
Minnesota
$1.34M +$4.85K +14 +0.3%
KJHP
1259
K.J. Harrison & Partners
Ontario, Canada
$1.34M -$7.97K -23 -0.6%
VFM
1260
Viking Fund Management
North Dakota
$1.33M – – –
9WM
1261
9258 Wealth Management
Ohio
$1.33M -$2.08K -6 -0.1%
SNB
1262
Security National Bank
Nebraska
$1.33M – – –
WI
1263
WrapManager Inc
California
$1.33M +$181K +521 +15%
HR
1264
Hardy Reed
Mississippi
$1.33M +$1.38M +3,981 New
QCIG
1265
Quad-Cities Investment Group
Iowa
$1.32M +$1.04K +3 +0.1%
MFA
1266
Mayflower Financial Advisors
Massachusetts
$1.32M -$61K -176 -4%
EWA
1267
Elevate Wealth Advisory
Georgia
$1.32M +$347 +1 +0%
CSB
1268
City State Bank
Iowa
$1.32M -$3.47K -10 -0.3%
CIM
1269
CIM Investment Management
Pennsylvania
$1.31M -$11.1K -32 -0.8%
WAAG
1270
Wealth Alliance Advisory Group
Kansas
$1.31M +$424K +1,223 +45%
RGF
1271
Retirement Guys Formula
Ohio
$1.31M +$115K +332 +9%
ECM
1272
Evergreen Capital Management
Washington
$1.31M +$204K +588 +18%
BFG
1273
Berger Financial Group
Minnesota
$1.3M +$76.6K +221 +6%
CNFG
1274
Creegan & Nassoura Financial Group
New Hampshire
$1.3M – – –
BTC
1275
Bank & Trust Company
Illinois
$1.3M +$1.35M +3,905 New
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