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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
1376
Security National Bank
Nebraska
$424K -$2.74K -15 -0.6%
RDWM
1377
Red Door Wealth Management
Tennessee
$424K +$472K +2,585 New
CPIG
1378
Chicago Partners Investment Group
Illinois
$420K +$67.8K +371 +25%
MIAS
1379
Mason Investment Advisory Services
Virginia
$419K -$66.5K -364 -12%
HWA
1380
Heritage Wealth Advisors
Virginia
$419K – – –
WAL
1381
W Advisors LLC
Tennessee
$419K -$548 -3 -0.1%
BFA
1382
Bill Few Associates
Pennsylvania
$419K -$183 -1 -0%
CWP
1383
Concord Wealth Partners
Virginia
$418K -$4.02K -22 -0.9%
PTP
1384
Platform Technology Partners
New York
$417K -$43.1K -236 -8%
SAM
1385
Seelaus Asset Management
New Jersey
$414K +$2.74K +15 +0.6%
VIA
1386
Vident Investment Advisory
Georgia
$414K +$44.8K +245 +7%
ECM
1387
Evergreen Capital Management
Washington
$414K +$49.5K +271 +12%
BWA
1388
BlueSky Wealth Advisors
North Carolina
$411K +$94.3K +516 +26%
SCA
1389
Sippican Capital Advisors
Massachusetts
$410K – – –
GWA
1390
Gibson Wealth Advisors
Texas
$410K +$457K +2,500 New
FSC
1391
Full Sail Capital
Oklahoma
$408K +$67.8K +371 +18%
CA
1392
Claris Advisors
Missouri
$407K – – –
ST
1393
Sabal Trust
Florida
$406K -$34.3K -188 -7%
BEI
1394
Benjamin Edwards Inc
Missouri
$405K +$19.2K +105 +4%
WANY
1395
Wealthspire Advisors (New York)
New York
$405K +$83.1K +455 +23%
TAM
1396
Trillium Asset Management
Massachusetts
$404K – – –
WF
1397
Wayfinding Financial
Washington
$404K +$6.58K +36 +1%
RMCM
1398
Reynders McVeigh Capital Management
Massachusetts
$403K -$9.13K -50 -2%
KP
1399
Keel Point
Alabama
$403K +$34.2K +187 +8%
AIA
1400
Avalon Investment & Advisory
Texas
$402K -$52.6K -288 -11%
54 55
56
57 58