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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
1401
Redwood Wealth Management Group
New Jersey
$621K +$564K +2,591 New
CM
1402
Castleark Management
Illinois
$620K – – –
SNB
1403
Security National Bank
Nebraska
$619K – – –
IF
1404
Intrua Financial
Texas
$615K +$173K +793 +46%
HWA
1405
Heritage Wealth Advisors
Virginia
$612K – – –
BFA
1406
Bill Few Associates
Pennsylvania
$612K +$218 +1 +0%
LC
1407
Lavaca Capital
Texas
$610K – – –
SI
1408
Saxon Interests
Texas
$606K +$4.57K +21 +0.9%
SAM
1409
Seelaus Asset Management
New Jersey
$605K – – –
BAM
1410
BOS Asset Management
Illinois
$602K +$547K +2,513 New
BWA
1411
Bordeaux Wealth Advisors
California
$601K -$29.2K -134 -5%
PTP
1412
Platform Technology Partners
New York
$600K -$7.84K -36 -1%
WDL
1413
Well Done LLC
Michigan
$600K +$4.14K +19 +0.7%
PCM
1414
Prelude Capital Management
New York
$600K +$545K +2,504 New
SCA
1415
Sippican Capital Advisors
Massachusetts
$599K – – –
KA
1416
Kercheville Advisors
Texas
$599K -$152K -700 -22%
EGA
1417
E&G Advisors
Texas
$599K -$87.1K -400 -14%
SGC
1418
Slocum, Gordon & Co
Rhode Island
$599K +$544K +2,500 New
1WA
1419
180 Wealth Advisors
Washington
$598K -$26.1K -120 -5%
LSA
1420
Lion Street Advisors
Texas
$598K +$1.09K +5 +0.2%
CA
1421
Claris Advisors
Missouri
$597K +$2.61K +12 +0.5%
CWP
1422
Concord Wealth Partners
Virginia
$593K -$16.3K -75 -3%
FSC
1423
Full Sail Capital
Oklahoma
$592K -$3.7K -17 -0.7%
MSWM
1424
McGlone Suttner Wealth Management
Wisconsin
$591K +$537K +2,467 New
OWM
1425
Opes Wealth Management
California
$589K -$44.8K -206 -8%
55 56
57
58 59