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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
1351
Sun Life Financial
Ontario, Canada
$209K +$1.69K +13 +0.8%
FAN
1352
Financial Advisors Network
California
$208K +$212K +1,633 New
AIS
1353
American Investment Services
Massachusetts
$207K -$107K -821 -34%
AC
1354
Addison Capital
Pennsylvania
$207K – – –
ICM
1355
IMS Capital Management
Oregon
$206K -$16.4K -126 -7%
PFA
1356
Pure Financial Advisors
California
$206K – – –
LA
1357
LexAurum Advisors
Kansas
$206K +$9.89K +76 +5%
CA
1358
Calton & Associates
Florida
$206K +$210K +1,617 New
CAM
1359
Congress Asset Management
Massachusetts
$205K -$159K -1,225 -43%
SIM
1360
Sterling Investment Management
Arizona
$205K -$117K -900 -36%
RSVP
1361
Ramsay Stattman Vela & Price
Colorado
$204K -$13.9K -107 -6%
SCM
1362
Southport Capital Management
Tennessee
$204K -$7.55K -58 -3%
VBFG
1363
Vishria Bird Financial Group
Tennessee
$204K – – –
KA
1364
Kaizen Advisory
Illinois
$204K +$5.33K +41 +3%
QFA
1365
Quattro Financial Advisors
Texas
$203K -$1.01M -7,733 -83%
NCM
1366
Novare Capital Management
North Carolina
$203K -$59.7K -459 -22%
STMM
1367
South Texas Money Management
Texas
$203K -$13K -100 -6%
DWM
1368
Dakota Wealth Management
Florida
$203K – – –
SWMG
1369
Sanchez Wealth Management Group
Florida
$203K +$1.43K +11 +0.7%
TL
1370
TrueWealth LLC
Georgia
$201K +$37.7K +290 +22%
LPWM
1371
Lake Point Wealth Management
Texas
$200K +$205K +1,577 New
IUHSA
1372
Itau Unibanco Holding S.A.
Brazil
$198K +$6.25K +48 +3%
IWA
1373
Intercontinental Wealth Advisors
Texas
$198K +$28.2K +217 +16%
LJHT
1374
Laurie J. Hall Trustee
$197K – – –
QCG
1375
Quadrant Capital Group
Ohio
$197K +$27.5K +211 +15%
53 54
55
56 57