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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
1451
Well Done LLC
Michigan
$963K -$12.5K -36 -1%
RFG
1452
RFP Financial Group
Georgia
$959K -$183K -528 -15%
DAS
1453
Diversify Advisory Services
Utah
$959K +$137K +394 +15%
FNB
1454
Farmers National Bank
Kentucky
$959K -$36.1K -104 -3%
SL
1455
Sentinus LLC
Illinois
$958K +$28.1K +81 +3%
IIC
1456
Ironwood Investment Counsel
Arizona
$958K +$2.43K +7 +0.2%
TFA
1457
Toth Financial Advisory
Virginia
$958K -$693 -2 -0.1%
WTA
1458
Washington Trust Advisors
Massachusetts
$956K – – –
HH
1459
Hilltop Holdings
Texas
$955K -$83.2K -240 -8%
SCI
1460
Stableford Capital II
Arizona
$951K +$73.5K +212 +9%
VCP
1461
Verus Capital Partners
Arizona
$946K +$83.9K +242 +9%
TCB
1462
Texas Capital Bancshares
Texas
$944K – – –
BI
1463
Ballast Inc
Kentucky
$942K – – –
MSWM
1464
McGlone Suttner Wealth Management
Wisconsin
$941K -$192K -555 -15%
BA
1465
Ballast Advisors
Minnesota
$936K -$13.5K -39 -1%
CFA
1466
Capstone Financial Advisors
Illinois
$935K -$5.89K -17 -0.6%
DWM
1467
Drive Wealth Management
Utah
$934K +$23.9K +69 +3%
VRM
1468
Vectors Research Management
New York
$934K -$21.8K -63 -2%
PC
1469
Peavine Capital
Nevada
$933K – – –
AWM
1470
Avior Wealth Management
Nebraska
$932K -$196K -566 -17%
AMBIA
1471
Allen Mooney & Barnes Investment Advisors
Georgia
$931K +$1.04K +3 +0.1%
BWA
1472
BlueSky Wealth Advisors
North Carolina
$931K +$99.9K +288 +11%
TF
1473
Threadgill Financial
Texas
$931K -$66.9K -193 -6%
SN
1474
Sittner & Nelson
Oregon
$928K +$693 +2 +0.1%
GP
1475
Girard Partners
Pennsylvania
$926K +$347 +1 +0%
57 58
59
60 61