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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1376
First Foundation Advisors
California
$1.35M +$402K +1,206 +53%
EWA
1377
EverSource Wealth Advisors
Alabama
$1.35M -$391K -1,174 -25%
SC
1378
Savoie Capital
Illinois
$1.35M – – –
SS
1379
Sunbelt Securities
Texas
$1.34M -$238K -713 -16%
CIEC
1380
Crédit Industriel et Commercial
France
$1.34M -$2.05M -6,141 -64%
BWM
1381
Bullock Wealth Management
Indiana
$1.34M -$110K -329 -9%
EW
1382
Evoke Wealth
California
$1.34M +$101K +302 +10%
TCM
1383
Telos Capital Management
California
$1.34M +$80K +240 +7%
PWS
1384
Precision Wealth Strategies
Missouri
$1.34M +$731K +2,194 +175%
TCA
1385
Transcend Capital Advisors
New Jersey
$1.34M -$125K -374 -10%
CFS
1386
CRA Financial Services
New Jersey
$1.34M +$3.67K +11 +0.3%
NB
1387
Nicolet Bankshares
Wisconsin
$1.34M -$18K -54 -2%
VA
1388
Valmark Advisers
Ohio
$1.34M +$10K +30 +0.9%
RF
1389
Rossby Financial
Florida
$1.34M +$14.7K +44 +1%
ITFISA
1390
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.33M -$59.3K -178 -5%
LFS
1391
Legacy Financial Strategies
Kansas
$1.33M -$155K -465 -12%
SW
1392
SVB Wealth
Massachusetts
$1.33M +$1.14M +3,420 New
UCI
1393
Uncommon Cents Investing
Wisconsin
$1.32M +$119K +357 +12%
QPBE
1394
Quintet Private Bank (Europe)
Luxembourg
$1.32M -$2.67K -8 -0.2%
TIM
1395
Total Investment Management
Arizona
$1.32M +$3.33K +10 +0.3%
GWMR
1396
GC Wealth Management RIA
Massachusetts
$1.32M +$740K +2,221 +189%
LF
1397
Lantz Financial
Illinois
$1.32M -$245K -735 -18%
RWA
1398
Rooted Wealth Advisors
Illinois
$1.32M +$34K +102 +3%
AIA
1399
Affinity Investment Advisors
California
$1.32M -$129K -387 -10%
AAB
1400
ABN AMRO Bank
Netherlands
$1.31M +$23.3K +70 +2%
54 55
56
57 58