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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1351
Nicolet Advisory Services
Wisconsin
$447K +$112K +536 +30%
LC
1352
LCNB Corp
Ohio
$446K -$9.37K -45 -2%
MA
1353
Montag & Associates
Georgia
$444K -$62.5K -300 -11%
AWA
1354
Acorn Wealth Advisors
Michigan
$443K -$11K -53 -2%
TCMP
1355
Thrive Capital Management (Pennsylvania)
Pennsylvania
$442K -$16.5K -79 -3%
RIM
1356
Regent Investment Management
Kentucky
$442K – – –
ZF
1357
Zhang Financial
Michigan
$442K +$25.4K +122 +6%
HIA
1358
Harbor Investment Advisory
Maryland
$441K -$41.7K -200 -8%
MG
1359
Mather Group
Illinois
$440K -$8.96K -43 -2%
SFP
1360
Shepherd Financial Partners
Massachusetts
$440K +$12.1K +58 +3%
DAM
1361
Derbend Asset Management
Georgia
$438K -$104K -499 -18%
CFG
1362
Cooper Financial Group
California
$436K +$4.17K +20 +0.9%
SAMT
1363
Select Asset Management & Trust
Pennsylvania
$436K +$473K +2,272 New
AWP
1364
Abacus Wealth Partners
California
$436K +$52.9K +254 +13%
FC
1365
Forte Capital
New York
$434K -$833 -4 -0.2%
GB
1366
Goepper Burkhardt
South Carolina
$434K – – –
WA1
1367
Wimmer Associates 1
California
$434K +$7.29K +35 +2%
GAB
1368
German American Bancorp
Indiana
$433K +$1.04K +5 +0.2%
PTP
1369
Platform Technology Partners
New York
$433K +$7.29K +35 +2%
LCM
1370
LVM Capital Management
Michigan
$432K +$5.21K +25 +1%
CG
1371
Corundum Group
Colorado
$430K +$65K +312 +16%
SS
1372
Sunbelt Securities
Texas
$429K – – –
KFP
1373
KMG Fiduciary Partners
Ohio
$429K +$92.7K +445 +25%
ECM
1374
Evergreen Capital Management
Washington
$428K +$25K +120 +6%
FHC
1375
First Heartland Consultants
Missouri
$424K +$34.4K +165 +8%
53 54
55
56 57