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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1376
Pathway Financial Advisors
Vermont
$1.16M – – –
WMP
1377
Wealth Management Partners
Arizona
$1.16M +$183K +514 +17%
XWM
1378
Xcel Wealth Management
Florida
$1.16M -$160K -449 -11%
HBW
1379
Hazlett, Burt & Watson
West Virginia
$1.16M +$23.2K +65 +2%
SC
1380
SummitTX Capital
Texas
$1.16M +$1.25M +3,518 New
PA
1381
Probity Advisors
Texas
$1.16M -$58.4K -164 -4%
LOPW
1382
Live Oak Private Wealth
North Carolina
$1.16M -$17.8K -50 -1%
BDWCC
1383
B&D White Capital Company
Texas
$1.15M +$1.25M +3,500 New
TF
1384
Trek Financial
Arizona
$1.15M +$162K +455 +15%
SAM
1385
Sequent Asset Management
Texas
$1.15M – – –
NB
1386
Nicolet Bankshares
Wisconsin
$1.15M +$76.2K +214 +7%
CCM
1387
CAAS Capital Management
New York
$1.15M +$725K +2,035 +139%
GC
1388
Gilbert & Cook
Iowa
$1.15M -$37K -104 -3%
KWMG
1389
King Wealth Management Group
Florida
$1.15M +$55.9K +157 +5%
RF
1390
Roxbury Financial
New Jersey
$1.14M -$6.41K -18 -0.5%
AFA
1391
AA Financial Advisors
Ohio
$1.14M -$99K -278 -7%
BCA
1392
Bay Colony Advisors
Massachusetts
$1.14M +$79.1K +222 +7%
SFS
1393
Security Financial Services
Indiana
$1.13M +$10.7K +30 +0.9%
CFS
1394
CRA Financial Services
New Jersey
$1.13M -$179K -503 -13%
LA
1395
Legacy Advisors
Pennsylvania
$1.13M +$111K +311 +10%
QPBE
1396
Quintet Private Bank (Europe)
Luxembourg
$1.13M -$22.8K -64 -2%
VA
1397
Valmark Advisers
Ohio
$1.13M +$30.6K +86 +3%
NAS
1398
Nicolet Advisory Services
Wisconsin
$1.12M +$6.77K +19 +0.5%
BST
1399
Bath Savings Trust
Maine
$1.12M -$1.78K -5 -0.1%
MFG
1400
Magnus Financial Group
New York
$1.12M -$92.6K -260 -7%
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