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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1376
Maryland Capital Management
Maryland
$423K -$53.3K -256 -10%
AWM
1377
Aberdeen Wealth Management
Illinois
$422K – – –
TWM
1378
Tolleson Wealth Management
Texas
$422K – – –
KA
1379
Kozak & Associates
Colorado
$419K +$420K +2,015 New
DE
1380
Day & Ennis
Georgia
$418K +$417 +2 +0.1%
LFF
1381
Level Four Financial
Texas
$417K -$70.8K -340 -14%
DTC
1382
Davidson Trust Company
Washington
$417K – – –
CPA
1383
Capital Planning Advisors
California
$416K – – –
FSC
1384
Full Sail Capital
Oklahoma
$415K +$44.8K +215 +11%
AMG
1385
Advisors Management Group
Wisconsin
$414K +$833 +4 +0.2%
RFN
1386
RDA Financial Network
Iowa
$413K +$78.5K +377 +21%
TTWM
1387
TCV Trust & Wealth Management
Virginia
$413K +$448K +2,149 New
FFC
1388
First Financial Corp
Indiana
$412K +$104K +500 +30%
PFBT
1389
Parkside Financial Bank & Trust
Missouri
$411K -$1.87K -9 -0.4%
ACM
1390
Ategra Capital Management
Virginia
$410K – – –
HFG
1391
Heron Financial Group
New York
$410K +$1.04K +5 +0.2%
SMF
1392
Sterling Manor Financial
New York
$409K -$25.4K -122 -5%
NEWAS
1393
N.E.W. Advisory Services
Wisconsin
$409K +$31.9K +153 +8%
RWP
1394
Ridgecrest Wealth Partners
California
$408K +$187K +900 +73%
BHB
1395
Bank Hapoalim BM
Israel
$407K +$16.7K +80 +4%
NPPM
1396
North Point Portfolio Managers
Ohio
$406K -$208K -1,000 -32%
AIM
1397
Avity Investment Management
Connecticut
$406K +$38.1K +183 +9%
BFPW
1398
BOK Financial Private Wealth
Colorado
$406K +$70.8K +340 +19%
BBNA
1399
Bremer Bank National Association
Minnesota
$406K +$91K +437 +26%
FAFN
1400
First Affirmative Financial Network
Colorado
$406K +$440K +2,115 New
54 55
56
57 58