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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1526
Ironwood Investment Counsel
Arizona
$3.16M – – –
KSB
1527
Kennebec Savings Bank
Maine
$3.15M -$42.2K -48 -2%
GFPC
1528
Global Financial Private Client
Florida
$3.15M +$56.2K +64 +2%
SACTSONJ
1529
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.15M -$189K -215 -7%
AAM
1530
Auxier Asset Management
Oregon
$3.14M – – –
GSWM
1531
Golden State Wealth Management
California
$3.14M +$2.63K +3 +0.1%
RCA
1532
Resonant Capital Advisors
Wisconsin
$3.13M +$31.6K +36 +1%
LFA
1533
Legacy Financial Advisors
Kentucky
$3.13M +$125K +142 +5%
SAM
1534
Synergy Asset Management
Washington
$3.13M -$21.1K -24 -0.8%
HNB
1535
Hilltop National Bank
Wyoming
$3.13M +$54.5K +62 +2%
AWA
1536
Ark Wealth Advisors
California
$3.13M +$74.7K +85 +3%
TC
1537
TownSquare Capital
Utah
$3.13M +$59.7K +68 +2%
MWM
1538
Maridea Wealth Management
New York
$3.12M +$1.97M +2,243 +325%
HAS
1539
HBW Advisory Services
California
$3.11M -$174K -198 -6%
OIMU
1540
Osmosis Investment Management UK
United Kingdom
$3.1M -$4.3M -4,900 -63%
GWANC
1541
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.1M -$1.05M -1,193 -29%
HA
1542
Harfst & Associates
Wyoming
$3.09M – – –
SWA
1543
Sax Wealth Advisors
New Jersey
$3.09M +$963K +1,096 +34%
LFIA
1544
Legacy Financial Independent Advisors
Kentucky
$3.08M -$48.3K -55 -2%
UAML
1545
US Asset Management LLC
Pennsylvania
$3.07M – – –
MA
1546
MJP Associates
Connecticut
$3.07M +$1.36M +1,548 +116%
MHIC
1547
Marble Harbor Investment Counsel
Massachusetts
$3.07M -$164K -187 -6%
KA
1548
Klingman & Associates
New York
$3.07M +$72.9K +83 +3%
NJIM
1549
Nabity-Jensen Investment Management
Nebraska
$3.07M -$1.76K -2 -0.1%
DP
1550
Denver PWM
Colorado
$3.07M -$114K -130 -4%
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