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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1501
First Bank & Trust
South Dakota
$4K – – –
MSA
1502
Marino Stram & Associates
Massachusetts
$4K – – –
MPPLM
1503
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K – – –
CDIA
1504
Capital Directions Investment Advisors
Georgia
$4K +$4.18K +28 New
RWG
1505
Regal Wealth Group
California
$3K – – –
EWM
1506
Edge Wealth Management
New York
$2K – – –
CIA
1507
CSat Investment Advisory
Michigan
$2K +$1.79K +12 New
NA
1508
NewEdge Advisors
Louisiana
$1.23K +$557K +3,729 +71%
WF
1509
WealthTrust Fairport
Ohio
$1K – – –
TFA
1510
Transamerica Financial Advisors
Florida
$1K +$598 +4 New
LWA
1511
Lenox Wealth Advisors
New York
$1K +$897 +6 New
AFNAS
1512
American Financial Network Advisory Services
California
$523 -$1.49K -10 -10%
CLM
1513
ClearBridge LLC (Maryland)
Maryland
$151 +$33.2K +222 +25%
EMG
1514
ETF Managers Group
New Jersey
$59 +$102K +684 New
FRA
1515
Front Row Advisors
California
$55 -$74.7K -500 -56%
AIL
1516
AGF Investments LLC
Ontario, Canada
$36 +$12.6K +84 +46%
TPCM
1517
Tide Point Capital Management
Connecticut
– -$63.2M -428,722 Closed
NSLI
1518
Nan Shan Life Insurance
Taiwan
– -$33.9M -230,000 Closed
QIM
1519
Quantitative Investment Management
Virginia
– -$30.7M -208,500 Closed
PPC
1520
Precision Path Capital
New York
– -$29.5M -200,000 Closed
SCM
1521
Sanoor Capital Management
Connecticut
– -$19.1M -129,500 Closed
SCM
1522
Suffolk Capital Management
New York
– -$11.3M -76,667 Closed
PWPCM
1523
Perella Weinberg Partners Capital Management
New York
– -$10.3M -70,031 Closed
SG
1524
Swarthmore Group
Pennsylvania
– -$8.85M -60,050 Closed
IP
1525
Interval Partners
New York
– -$5.98M -40,000 Closed
59 60
61
62 63