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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1351
Good Life Advisors
Pennsylvania
$534K +$18K +87 +4%
RIM
1352
Regent Investment Management
Kentucky
$533K – – –
MG
1353
Mather Group
Illinois
$532K +$66.9K +323 +16%
PI
1354
Putnam Investments
Massachusetts
$531K -$14.1K -68 -3%
HBT
1355
Hills Bank & Trust
Iowa
$525K – – –
GB
1356
Goepper Burkhardt
South Carolina
$524K – – –
SMF
1357
Sterling Manor Financial
New York
$522K +$70.8K +342 +18%
CFG
1358
Cooper Financial Group
California
$521K +$8.28K +40 +2%
SFP
1359
Shepherd Financial Partners
Massachusetts
$519K +$20.7K +100 +5%
GAB
1360
German American Bancorp
Indiana
$518K +$29.6K +143 +7%
TI
1361
Tidal Investments
Wisconsin
$518K +$105K +509 +30%
WA1
1362
Wimmer Associates 1
California
$516K -$12K -58 -3%
LDFR
1363
Lehman & Derafelo Financial Resources
Pennsylvania
$516K – – –
LCM
1364
LVM Capital Management
Michigan
$516K +$20.7K +100 +5%
TWM
1365
Tolleson Wealth Management
Texas
$510K – – –
DC
1366
Derby & Company
Massachusetts
$509K – – –
LC
1367
LCNB Corp
Ohio
$508K -$36.2K -175 -7%
BB
1368
Berkshire Bank
Massachusetts
$505K – – –
EHWM
1369
Eads & Heald Wealth Management
Georgia
$505K +$21.7K +105 +5%
CWM
1370
Cornerstone Wealth Management
Missouri
$505K +$23.2K +112 +5%
AWM
1371
Aberdeen Wealth Management
Illinois
$503K – – –
AMG
1372
Advisors Management Group
Wisconsin
$500K -$44.7K -216 -9%
ACM
1373
Ategra Capital Management
Virginia
$493K +$2.28K +11 +0.5%
MCM
1374
Maryland Capital Management
Maryland
$493K -$10.4K -50 -2%
FPWM
1375
FSB Premier Wealth Management
Iowa
$493K -$4.14K -20 -0.9%
53 54
55
56 57