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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1351
Evergreen Capital Management
Washington
$944K +$11.7K +45 +1%
RPC
1352
Rossmore Private Capital
Connecticut
$943K – – –
MSWM
1353
McGlone Suttner Wealth Management
Wisconsin
$941K +$85.1K +328 +11%
FNB
1354
Farmers National Bank
Kentucky
$939K -$6.75K -26 -0.8%
SAM
1355
SignalPoint Asset Management
Missouri
$935K +$778 +3 +0.1%
MFG
1356
Magnus Financial Group
New York
$934K -$3.89K -15 -0.5%
CT
1357
Colonial Trust
South Carolina
$932K -$25.4K -98 -3%
MBT
1358
Montecito Bank & Trust
California
$932K +$1.82K +7 +0.2%
SPA
1359
Sherbrooke Park Advisers
New York
$932K +$333K +1,283 +69%
CWM
1360
Concentric Wealth Management
California
$931K – – –
PWA
1361
Provenance Wealth Advisors
Florida
$929K +$36.3K +140 +5%
KWMG
1362
King Wealth Management Group
Florida
$928K -$1.04K -4 -0.1%
GWM
1363
Gray Wealth Management
Maine
$927K +$16.9K +65 +2%
IGWM
1364
ICA Group Wealth Management
Colorado
$927K +$68.2K +263 +9%
AAIS
1365
ABN AMRO Investment Solutions
$925K +$18.7K +72 +2%
HVIA
1366
Hudson Valley Investment Advisors
New York
$924K +$64.9K +250 +9%
MLFP
1367
MPS Loria Financial Planners
Illinois
$921K -$88.7K -342 -10%
CWM
1368
CCG Wealth Management
California
$920K -$2.08K -8 -0.3%
LSA
1369
Lion Street Advisors
Texas
$915K -$7.26K -28 -0.9%
GC
1370
Grimes & Company
Massachusetts
$914K +$184K +710 +30%
LWAM
1371
Legacy Wealth Asset Management
Minnesota
$914K -$3.11K -12 -0.4%
YDMI
1372
Y.D. More Investments
Israel
$912K +$54.7K +211 +7%
BST
1373
Bath Savings Trust
Maine
$911K +$30.4K +117 +4%
FFG
1374
Fortem Financial Group
California
$911K – – –
UCI
1375
Uncommon Cents Investing
Wisconsin
$908K +$419K +1,615 +111%
53 54
55
56 57