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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1451
BOS Asset Management
Illinois
$575K – – –
GFS
1452
GYL Financial Synergies
Connecticut
$573K +$91.9K +380 +18%
KA
1453
Kercheville Advisors
Texas
$572K – – –
SCA
1454
Sippican Capital Advisors
Massachusetts
$572K – – –
SGC
1455
Slocum, Gordon & Co
Rhode Island
$572K – – –
MAG
1456
MRA Advisory Group
New Jersey
$570K -$209K -866 -26%
FSC
1457
Full Sail Capital
Oklahoma
$567K +$1.69K +7 +0.3%
UBV
1458
United Bank (Virginia)
Virginia
$566K +$11.4K +47 +2%
HIA
1459
Harbor Investment Advisory
Maryland
$565K -$37.7K -156 -6%
YDMI
1460
Y.D. More Investments
Israel
$564K +$170K +703 +40%
IA
1461
IFG Advisory
Georgia
$563K +$967 +4 +0.2%
OWM
1462
Opes Wealth Management
California
$563K – – –
IWA
1463
Intercontinental Wealth Advisors
Texas
$562K -$126K -520 -17%
NAS
1464
Nicolet Advisory Services
Wisconsin
$562K +$217K +899 +50%
IA
1465
IFP Advisors
Florida
$560K -$1.96M -8,098 -55%
DFCM
1466
Dark Forest Capital Management
Puerto Rico
$559K +$590K +2,442 New
SAM
1467
Seelaus Asset Management
New Jersey
$558K -$11.6K -48 -2%
STA
1468
Summit Trail Advisors
New York
$557K +$271K +1,122 +85%
FFA
1469
Founders Financial Alliance
North Carolina
$556K -$202K -835 -26%
TBC
1470
Ted Buchan & Co
California
$555K -$66K -273 -10%
ECM
1471
Evergreen Capital Management
Washington
$555K -$51.7K -214 -8%
HCP
1472
Hexagon Capital Partners
Arkansas
$555K +$725 +3 +0.1%
JWM
1473
Jackson Wealth Management
Florida
$555K +$110K +457 +23%
SN
1474
Sittner & Nelson
Oregon
$553K +$40.9K +169 +8%
QPWM
1475
Quadrant Private Wealth Management
Pennsylvania
$552K +$7.01K +29 +1%
57 58
59
60 61