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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1276
Insight Advisors
Pennsylvania
$796K -$141K -647 -16%
BL
1277
Balentine LLC
Georgia
$795K +$86K +395 +14%
WMP
1278
Wealth Management Partners
Arizona
$795K -$218K -1,000 -25%
WE
1279
Wealth Effects
Massachusetts
$794K +$43.8K +201 +6%
CHA
1280
Carmichael Hill & Associates
Maryland
$785K -$5.01K -23 -0.7%
FFG
1281
Fortem Financial Group
California
$785K +$31.3K +144 +5%
FFA
1282
Founders Financial Alliance
North Carolina
$784K +$19.2K +88 +3%
FMLI
1283
Fukoku Mutual Life Insurance
Japan
$783K +$6.53K +30 +0.9%
CA
1284
Clearstead Advisors
Ohio
$782K +$131K +601 +23%
SAM
1285
Sawgrass Asset Management
Florida
$780K -$2.83K -13 -0.4%
GAM
1286
Grandview Asset Management
Pennsylvania
$779K -$45.9K -211 -6%
HWAM
1287
Hennion & Walsh Asset Management
New Jersey
$778K -$131K -600 -16%
CCFM
1288
Clear Creek Financial Management
Washington
$774K +$12.4K +57 +2%
DMBA
1289
Deseret Mutual Benefit Administrators
Utah
$774K -$537K -2,469 -43%
SFS
1290
Security Financial Services
Indiana
$773K – – –
KWMG
1291
King Wealth Management Group
Florida
$770K -$19.4K -89 -3%
CT
1292
Colonial Trust
South Carolina
$769K +$1.96K +9 +0.3%
TC
1293
Trust Company
Kansas
$769K -$13.3K -61 -2%
AP
1294
Atwood & Palmer
Missouri
$769K – – –
RPC
1295
Rossmore Private Capital
Connecticut
$768K +$24.8K +114 +4%
BBP
1296
Banco BTG Pactual
Brazil
$768K +$698K +3,205 New
GP
1297
Girard Partners
Pennsylvania
$767K +$94.9K +436 +16%
HBW
1298
Hazlett, Burt & Watson
West Virginia
$760K +$8.93K +41 +1%
PFA
1299
Pathway Financial Advisors
Vermont
$758K – – –
VHAM
1300
Van Hulzen Asset Management
California
$753K +$684K +3,142 New
50 51
52
53 54