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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1326
9258 Wealth Management
Ohio
$528K +$58.4K +277 +10%
CAMG
1327
CWA Asset Management Group
Florida
$526K -$9.69K -46 -2%
EBWM
1328
Eagle Bluffs Wealth Management
Missouri
$526K – – –
IWA
1329
Intercontinental Wealth Advisors
Texas
$525K -$143K -677 -19%
HWA
1330
HHM Wealth Advisors
Tennessee
$522K -$21.1K -100 -3%
HH
1331
Hilltop Holdings
Texas
$522K -$7.38K -35 -1%
MIAS
1332
Mason Investment Advisory Services
Virginia
$522K -$1.88M -8,918 -75%
TSS
1333
Two Sigma Securities
New York
$520K -$992K -4,706 -62%
FMN
1334
Financial Management Network
California
$520K -$55.4K -263 -8%
BST
1335
Bath Savings Trust
Maine
$519K -$1.05K -5 -0.2%
AWM
1336
Accurate Wealth Management
Florida
$519K +$19K +90 +3%
WPC
1337
Wedmont Private Capital
Pennsylvania
$516K +$91.5K +434 +18%
IB
1338
Intrust Bank
Kansas
$515K -$5.9K -28 -1%
T
1339
TOBAM
France
$512K +$39.4K +187 +7%
6F
1340
626 Financial
Michigan
$511K -$56.7K -269 -9%
WP
1341
Wealthspan Partners
Iowa
$511K -$14.8K -70 -2%
CG
1342
Corundum Group
Colorado
$511K +$15.6K +74 +3%
GP
1343
Girard Partners
Pennsylvania
$511K +$16K +76 +3%
HWA
1344
HCR Wealth Advisors
California
$509K – – –
MCA
1345
Martin Capital Advisors
Texas
$509K – – –
V
1346
VeraBank
Texas
$507K – – –
MBTD
1347
Mechanics Bank - Trust Department
California
$504K – – –
FIA
1348
Foundations Investment Advisors
Arizona
$504K +$135K +640 +28%
LS
1349
Livforsakringsbolaget Skandia
Sweden
$503K -$253K -1,200 -30%
CCFCSB
1350
Cape Cod Five Cents Savings Bank
Massachusetts
$503K -$33.3K -158 -5%
52 53
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55 56