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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1526
Valmark Advisers
Ohio
$486K +$1.52K +7 +0.3%
AIM
1527
Acropolis Investment Management
Missouri
$484K -$7.84K -36 -2%
WF
1528
Wayfinding Financial
Washington
$483K -$40.3K -185 -8%
MYIA
1529
Mount Yale Investment Advisors
Colorado
$483K +$30.3K +139 +7%
MSCM
1530
McElhenny Sheffield Capital Management
Texas
$483K – – –
WQ
1531
Wealth Quarterback
New Jersey
$480K +$71.6K +329 +20%
ESCM
1532
Echo Street Capital Management
New York
$480K +$436K +2,003 New
BCM
1533
Bienville Capital Management
New York
$479K – – –
JWBC
1534
J.W. Burns & Co
New York
$479K -$3.27K -15 -0.7%
CCG
1535
Ceeto Capital Group
Florida
$479K – – –
XT
1536
XTX Topco
Cayman Islands
$479K +$435K +1,998 New
S
1537
SimplyRich
California
$478K -$13.9K -64 -3%
LFA
1538
Landmark Financial Advisors
Kentucky
$477K -$10.9K -50 -2%
EWM
1539
Edge Wealth Management
New York
$477K – – –
CC
1540
Callan Capital
California
$476K +$433K +1,988 New
DWM
1541
Drive Wealth Management
Utah
$475K +$58.3K +268 +16%
ST
1542
Smithfield Trust
Pennsylvania
$475K – – –
RCA
1543
Ranch Capital Advisors
Florida
$474K -$10.7K -49 -2%
B
1544
Bensler
Washington
$474K -$34.2K -157 -7%
CWM
1545
Centurion Wealth Management
Virginia
$473K +$430K +1,973 New
JWM
1546
Jackson Wealth Management
Florida
$471K -$193K -886 -31%
CHA
1547
Cooper/Haims Advisors
New York
$470K -$7.84K -36 -2%
AFC
1548
AFT Forsyth & Company
Florida
$470K – – –
WAG
1549
Winthrop Advisory Group
Massachusetts
$470K +$11.5K +53 +3%
FCFC
1550
First Commonwealth Financial Corp
Pennsylvania
$469K -$8.93K -41 -2%
60 61
62
63 64