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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1376
Fernwood Investment Management
Massachusetts
$648K +$32.6K +135 +5%
WDL
1377
Well Done LLC
Michigan
$647K -$5.08K -21 -0.7%
AMBIA
1378
Allen Mooney & Barnes Investment Advisors
Georgia
$646K -$9.25M -38,255 -93%
SF
1379
Symphony Financial
Texas
$645K +$463K +1,917 +200%
CWM
1380
Cornerstone Wealth Management
Missouri
$645K +$682K +2,820 New
WCM
1381
Windsor Capital Management
Arizona
$645K -$2.18K -9 -0.3%
HH
1382
Hilltop Holdings
Texas
$645K -$34.1K -141 -5%
V
1383
VeraBank
Texas
$644K – – –
FB
1384
Fulton Bank
Pennsylvania
$643K -$10.4K -43 -2%
RAG
1385
RIA Advisory Group
Iowa
$643K -$169K -699 -20%
TF
1386
Tompkins Financial
New York
$642K – – –
FTWA
1387
Fifth Third Wealth Advisors
Ohio
$641K +$678K +2,803 New
RCM
1388
RNC Capital Management
California
$641K -$288K -1,190 -30%
MCM
1389
Manchester Capital Management
Vermont
$641K – – –
PC
1390
Peavine Capital
Nevada
$641K – – –
KA
1391
Kozak & Associates
Colorado
$639K +$967 +4 +0.1%
AL
1392
Aspiriant LLC
California
$639K -$4.35K -18 -0.6%
VV
1393
Verity & Verity
South Carolina
$637K +$8.46K +35 +1%
FMN
1394
Financial Management Network
California
$636K -$7.74K -32 -1%
EBWM
1395
Eagle Bluffs Wealth Management
Missouri
$635K +$5.32K +22 +0.8%
CCFCSB
1396
Cape Cod Five Cents Savings Bank
Massachusetts
$634K -$6.04K -25 -0.9%
AAB
1397
ABN AMRO Bank
Netherlands
$634K +$667K +2,759 New
LOIP
1398
Live Oak Investment Partners
Texas
$633K – – –
CFA
1399
Capstone Financial Advisors
Illinois
$630K +$13.1K +54 +2%
EWA
1400
EverSource Wealth Advisors
Alabama
$630K +$201K +830 +43%
54 55
56
57 58