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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1351
VeraBank
Texas
$586K – – –
MBTD
1352
Mechanics Bank - Trust Department
California
$585K – – –
BI
1353
Ballast Inc
Kentucky
$585K +$570K +2,833 New
MCWA
1354
Meadow Creek Wealth Advisors
Georgia
$583K +$568K +2,820 New
MLFP
1355
MPS Loria Financial Planners
Illinois
$580K -$39.5K -196 -7%
SFSG
1356
Sound Financial Strategies Group
Mississippi
$579K -$8.86K -44 -2%
PC
1357
Peavine Capital
Nevada
$579K – – –
SCA
1358
Sippican Capital Advisors
Massachusetts
$579K – – –
SNB
1359
Security National Bank
Nebraska
$578K – – –
CI
1360
CPR Investments
Michigan
$578K +$563K +2,794 New
HIIFS
1361
Harel Insurance Investments & Financial Services
Israel
$577K -$462K -2,295 -45%
BCA
1362
Bay Colony Advisors
Massachusetts
$576K -$65.2K -324 -10%
THWM
1363
Taylor Hoffman Wealth Management
Virginia
$573K -$5.03K -25 -0.9%
VAM
1364
Verity Asset Management
North Carolina
$573K +$185K +917 +49%
PFM
1365
Parsec Financial Management
North Carolina
$571K – – –
SC
1366
Stephens Consulting
Michigan
$571K +$556K +2,761 New
BMC
1367
Benin Management Corp
Connecticut
$570K – – –
LC
1368
Landaas & Company
Wisconsin
$569K – – –
LA
1369
Latitude Advisors
Florida
$569K +$10.7K +53 +2%
BFM
1370
Boston Financial Management
Massachusetts
$565K -$25.2K -125 -4%
TFA
1371
Toth Financial Advisory
Virginia
$565K -$3.62K -18 -0.7%
LA
1372
Lifeworks Advisors
Michigan
$565K +$550K +2,731 New
LC
1373
LCNB Corp
Ohio
$562K +$78.9K +392 +17%
FHA
1374
Flagship Harbor Advisors
Massachusetts
$562K +$92.8K +461 +20%
FC
1375
Ferris Capital
Massachusetts
$557K – – –
53 54
55
56 57