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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1451
Titleist Asset Management
Texas
$1.11M +$198K +511 +20%
MWA
1452
Monograph Wealth Advisors
California
$1.11M -$39.6K -102 -3%
BCM
1453
BluePath Capital Management
Georgia
$1.11M +$230K +592 +24%
GG
1454
Gleason Group
Kentucky
$1.11M -$26.8K -69 -2%
TF
1455
Trek Financial
Arizona
$1.1M +$270K +695 +30%
FCB
1456
First County Bank
Connecticut
$1.1M -$462K -1,190 -28%
GWM
1457
Gray Wealth Management
Maine
$1.1M -$22.1K -57 -2%
VWM
1458
Vermillion Wealth Management
Minnesota
$1.09M +$1.17M +3,012 New
UCI
1459
Uncommon Cents Investing
Wisconsin
$1.09M -$25.2K -65 -2%
WMP
1460
Wealth Management Partners
Arizona
$1.09M -$148K -382 -11%
FFA
1461
Founders Financial Alliance
North Carolina
$1.09M -$13.2K -34 -1%
BA
1462
Birinyi Associates
Connecticut
$1.09M – – –
SACTSONJ
1463
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.09M – – –
MWA
1464
Martel Wealth Advisors
Washington
$1.09M +$1.16M +3,000 New
VST
1465
Van Strum & Towne
California
$1.09M +$136K +350 +13%
SWM
1466
Shepherd Wealth Management
Ohio
$1.08M +$1.16M +2,981 New
MAM
1467
Morse Asset Management
Connecticut
$1.08M – – –
WQ
1468
Wealth Quarterback
New Jersey
$1.08M +$6.98K +18 +0.6%
RL
1469
Rogco LP
Oklahoma
$1.08M -$30.6K -79 -3%
CAI
1470
Capital Advisors Inc
Oklahoma
$1.08M +$25.2K +65 +2%
AIM
1471
Aspen Investment Management
Michigan
$1.08M -$42.7K -110 -4%
AA
1472
Ancora Advisors
Ohio
$1.07M +$7.37K +19 +0.6%
WE
1473
Wealth Effects
Massachusetts
$1.07M +$103K +265 +10%
CIA
1474
Compass Ion Advisors
Pennsylvania
$1.07M -$10.9K -28 -0.9%
FHB
1475
First Hawaiian Bank
Hawaii
$1.07M +$583K +1,504 +103%
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