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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1501
Quattro Financial Advisors
Texas
$328K – – –
FCFC
1502
First Commonwealth Financial Corp
Pennsylvania
$327K +$7.49K +41 +2%
ST
1503
Smithfield Trust
Pennsylvania
$326K – – –
DA
1504
DSC Advisors
Illinois
$324K -$91.2K -499 -20%
AFC
1505
AFT Forsyth & Company
Florida
$322K – – –
LA
1506
Latitude Advisors
Florida
$321K +$21.4K +117 +6%
APA
1507
Astoria Portfolio Advisors
New York
$321K +$104K +568 +41%
HIC
1508
Hartline Investment Corp
Illinois
$321K +$358K +1,958 New
PPP
1509
Private Portfolio Partners
New Jersey
$321K +$36.5K +200 +11%
MCA
1510
MSH Capital Advisors
Arizona
$320K +$9.32K +51 +3%
NAS
1511
Nicolet Advisory Services
Wisconsin
$320K -$6.03K -33 -2%
VCP
1512
Verus Capital Partners
Arizona
$320K -$5.66K -31 -2%
NFSG
1513
Newbridge Financial Services Group
Florida
$320K +$202K +1,107 +131%
FPWM
1514
FSB Premier Wealth Management
Iowa
$318K +$183 +1 +0.1%
GWANC
1515
Guardian Wealth Advisors (North Carolina)
North Carolina
$317K +$83.1K +455 +31%
SIM
1516
Stratos Investment Management
Ohio
$315K -$58.8K -322 -14%
GWM
1517
Greenwich Wealth Management
Connecticut
$315K -$15.5K -85 -4%
PCI
1518
Planning Center Inc
Illinois
$315K – – –
SAF
1519
Smith Anglin Financial
Texas
$314K -$15.2K -83 -4%
FA
1520
Financial Advantage
Maryland
$313K – – –
WAG
1521
Winthrop Advisory Group
Massachusetts
$313K +$365 +2 +0.1%
LAM
1522
L2 Asset Management
Massachusetts
$313K +$68.7K +376 +25%
GA
1523
GraniteShares Advisors
New York
$312K -$34.9K -191 -9%
CC
1524
Constitution Capital
Connecticut
$312K +$347K +1,900 New
AP
1525
Appleton Partners
Massachusetts
$311K -$8.4K -46 -2%
59 60
61
62 63