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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1401
Cynosure Group
Utah
$1.22M -$247K -638 -16%
MMM
1402
Mendel Money Management
Illinois
$1.21M +$145K +375 +13%
1WM
1403
1858 Wealth Management
Ohio
$1.21M +$142K +365 +12%
PCG
1404
Prosperity Consulting Group
Maryland
$1.21M +$48.5K +125 +4%
GCM
1405
GKV Capital Management
California
$1.21M +$1.29M +3,330 New
VA
1406
Valmark Advisers
Ohio
$1.21M +$21.3K +55 +2%
GSWM
1407
Golden State Wealth Management
California
$1.21M +$1.29M +3,326 New
GM
1408
GeoWealth Management
Illinois
$1.21M +$74.5K +192 +6%
KWMG
1409
King Wealth Management Group
Florida
$1.2M +$33.4K +86 +3%
TNBTD
1410
Trustmark National Bank Trust Department
Mississippi
$1.2M -$148K -381 -10%
LAM
1411
Lakewood Asset Management
Illinois
$1.2M -$12K -31 -0.9%
BFO
1412
Boston Family Office
Massachusetts
$1.2M -$466K -1,201 -27%
CIM
1413
Corda Investment Management
Texas
$1.2M -$5.43K -14 -0.4%
SI
1414
Saxon Interests
Texas
$1.19M +$40.7K +105 +3%
GCP
1415
GSA Capital Partners
United Kingdom
$1.19M +$1.28M +3,288 New
NB
1416
Nicolet Bankshares
Wisconsin
$1.19M – – –
OWM
1417
Orca Wealth Management
Florida
$1.19M +$1.27M +3,280 New
APC
1418
Aspire Private Capital
North Carolina
$1.18M +$14.7K +38 +1%
AAB
1419
ABN AMRO Bank
Netherlands
$1.18M +$143K +369 +13%
TIA
1420
Tiemann Investment Advisors
California
$1.18M -$18.6K -48 -1%
FCIM
1421
Fairview Capital Investment Management
California
$1.18M -$53.5K -138 -4%
FHC
1422
First Heartland Consultants
Missouri
$1.18M -$31.4K -81 -2%
PPWP
1423
Premier Path Wealth Partners
New Jersey
$1.18M +$191K +492 +18%
CGH
1424
CMG Global Holdings
Texas
$1.18M -$1.94K -5 -0.2%
LA
1425
LexAurum Advisors
Kansas
$1.18M +$4.65K +12 +0.4%
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