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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
1301
Mango Five Family
Nevada
$1.02M +$899K +3,465 New
RCAG
1302
Rehmann Capital Advisory Group
Michigan
$1.02M -$13.2K -51 -1%
TCM
1303
Telos Capital Management
California
$1.02M -$19.5K -75 -2%
QIM
1304
Quantitative Investment Management
Virginia
$1.02M -$2.65M -10,229 -75%
MFG
1305
Menard Financial Group
Texas
$1.02M +$53.7K +207 +6%
TIA
1306
Tiemann Investment Advisors
California
$1.01M -$7.78K -30 -0.9%
GG
1307
Gleason Group
Kentucky
$1.01M -$9.34K -36 -1%
JWA
1308
JFS Wealth Advisors
Pennsylvania
$1.01M +$14.8K +57 +2%
MJP
1309
Michael J. Puzo
$1.01M – – –
CW
1310
CIC Wealth
Maryland
$1M +$139K +535 +19%
ECG
1311
Edge Capital Group
Georgia
$1M -$116K -449 -12%
MCM
1312
Mainstay Capital Management
Michigan
$1M +$878K +3,384 New
MMH
1313
Menora Mivtachim Holdings
Israel
$1,000K +$877K +3,382 New
MTIC
1314
Missouri Trust & Investment Company
Missouri
$999K -$25.9K -100 -3%
HNWAG
1315
High Net Worth Advisory Group
Florida
$998K -$56.8K -219 -6%
BEI
1316
Benjamin Edwards Inc
Missouri
$997K +$15.6K +60 +2%
AP
1317
Atwood & Palmer
Missouri
$993K +$51.9K +200 +6%
SFG
1318
Summit Financial Group
West Virginia
$991K +$45.7K +176 +6%
WAM
1319
WealthTrust Asset Management
Florida
$989K -$87.4K -337 -9%
PCG
1320
PFC Capital Group
California
$985K +$864K +3,332 New
SN
1321
Sittner & Nelson
Oregon
$984K +$23.6K +91 +3%
FHC
1322
First Heartland Consultants
Missouri
$984K +$9.34K +36 +1%
CWP
1323
Curated Wealth Partners
California
$982K -$30.6K -118 -3%
TAM
1324
Titleist Asset Management
Texas
$980K -$8.04K -31 -0.9%
SFS
1325
Security Financial Services
Indiana
$979K – – –
51 52
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