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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1351
Stokes Family Office
Louisiana
$386K +$6.95K +41 +2%
CA
1352
CGN Advisors
Kansas
$386K +$360K +2,121 New
ACM
1353
Ategra Capital Management
Virginia
$385K +$2.04K +12 +0.6%
S
1354
SimplyRich
California
$384K +$357K +2,107 New
IIM
1355
Ironwood Investment Management
Massachusetts
$382K – – –
KA
1356
Kozak & Associates
Colorado
$382K +$336K +1,979 New
SPC
1357
Stewart & Patten Company
California
$381K -$107K -630 -23%
GAB
1358
German American Bancorp
Indiana
$381K +$355K +2,093 New
VCM
1359
Vivaldi Capital Management
Illinois
$380K +$12.9K +76 +4%
4WM
1360
44 Wealth Management
Oregon
$380K +$354K +2,089 New
ICG
1361
InterOcean Capital Group
Tennessee
$380K +$354K +2,089 New
SC
1362
Solstein Capital
California
$378K +$127K +750 +58%
ARG
1363
Advisory Resource Group
Oklahoma
$377K +$1.86K +11 +0.5%
EHWM
1364
Eads & Heald Wealth Management
Georgia
$377K +$48.8K +288 +16%
DE
1365
Day & Ennis
Georgia
$376K +$170 +1 +0%
PTP
1366
Platform Technology Partners
New York
$376K +$27.1K +160 +8%
CWM
1367
Cornerstone Wealth Management
Missouri
$376K +$31K +183 +10%
FI
1368
Fosun International
China
$374K – – –
ST
1369
Sabal Trust
Florida
$373K -$301K -1,774 -46%
CCM
1370
Covington Capital Management
California
$373K -$25.9K -153 -7%
NIA
1371
Northstar Investment Advisors
Colorado
$373K – – –
BW
1372
Bison Wealth
Georgia
$373K +$347K +2,048 New
TIM
1373
Total Investment Management
Arizona
$372K -$3.73K -22 -1%
AWM
1374
Apollon Wealth Management
South Carolina
$372K +$346K +2,043 New
NAS
1375
Nicolet Advisory Services
Wisconsin
$371K -$30K -177 -8%
53 54
55
56 57