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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1476
CenterStar Asset Management
Illinois
$190K – – –
IBOK
1477
Independence Bank of Kentucky
Kentucky
$190K – – –
QT
1478
Quantbot Technologies
New York
$185K -$1.37M -9,744 -89%
PWMG
1479
Prestige Wealth Management Group
New Jersey
$185K +$31.3K +223 +22%
CDIA
1480
Capital Directions Investment Advisors
Georgia
$183K +$173K +1,228 New
BDWM
1481
Brewin Dolphin Wealth Management
Ireland
$179K – – –
LC
1482
Lindbrook Capital
California
$175K +$4.07K +29 +3%
AF
1483
Allworth Financial
California
$173K +$702 +5 +0.4%
HFRG
1484
Houlihan Financial Resource Group
Virginia
$172K +$143K +1,015 New
HI
1485
Human Investing
Oregon
$169K -$160K -1,140 -50%
NSB
1486
Norway Savings Bank
Maine
$169K – – –
EFSCE
1487
Enterprise Financial Services Corp (EFSC)
Missouri
$167K -$4.21K -30 -3%
BCP
1488
Blue Chip Partners
Michigan
$165K -$8.01K -57 -5%
PFWA
1489
Paces Ferry Wealth Advisors
Georgia
$165K +$155K +1,106 New
OC
1490
Oakworth Capital
Alabama
$162K +$39.2K +279 +35%
SCM
1491
Silvant Capital Management
Georgia
$160K – – –
EIP
1492
Ellis Investment Partners
Pennsylvania
$160K +$702 +5 +0.5%
FPFS
1493
First Personal Financial Services
North Carolina
$159K -$1.97K -14 -1%
IFAM
1494
Institutional & Family Asset Management
Colorado
$158K -$3.37K -24 -2%
SWM
1495
Selective Wealth Management
Virginia
$157K -$8.29K -59 -5%
AWM
1496
Avior Wealth Management
Nebraska
$155K -$5.48K -39 -4%
PFGIA
1497
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$7.45K +53 +6%
MF
1498
Manchester Financial
California
$137K – – –
SBL
1499
Sargent Bickham Lagudis
Colorado
$136K +$140 +1 +0.1%
FP
1500
Financial Perspectives
Minnesota
$135K – – –
58 59
60
61 62