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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1526
TBH Global Asset Management
Tennessee
$499K +$106K +439 +25%
ZB
1527
Zions Bancorporation
Utah
$499K +$1.93K +8 +0.4%
SFS
1528
Summit Financial Strategies
Ohio
$498K – – –
SWM
1529
Segment Wealth Management
Texas
$498K -$157K -649 -23%
GWANC
1530
Guardian Wealth Advisors (North Carolina)
North Carolina
$496K +$22K +91 +4%
MA
1531
Montag & Associates
Georgia
$495K – – –
BHPW
1532
Beverly Hills Private Wealth
California
$495K +$523K +2,163 New
GB
1533
Goepper Burkhardt
South Carolina
$494K – – –
LCM
1534
LVM Capital Management
Michigan
$494K -$18.1K -75 -3%
MAWCM
1535
Mine & Arao Wealth Creation & Management
California
$494K -$6.53K -27 -1%
BWP
1536
Baldwin Wealth Partners
Massachusetts
$493K – – –
HFG
1537
Heron Financial Group
New York
$492K -$23K -95 -4%
QCM
1538
Qsemble Capital Management
New York
$492K +$520K +2,150 New
BFG
1539
Berger Financial Group
Minnesota
$491K +$967 +4 +0.2%
SAM
1540
Sompo Asset Management
Japan
$490K +$62.9K +260 +14%
FMLI
1541
Fukoku Mutual Life Insurance
Japan
$489K -$273K -1,131 -35%
WIC
1542
Woodmont Investment Counsel
Tennessee
$489K -$655K -2,710 -56%
CPA
1543
Capital Planning Advisors
California
$485K +$2.42K +10 +0.5%
FFC
1544
First Financial Corp
Indiana
$485K -$9.43K -39 -2%
PCI
1545
Planning Center Inc
Illinois
$483K – – –
HFBOT
1546
Home Federal Bank of Tennessee
Tennessee
$483K – – –
HGERS
1547
Householder Group Estate & Retirement Specialist
Arizona
$482K +$509K +2,107 New
FC
1548
Financial Consulate
Maryland
$481K – – –
MA
1549
McBroom & Associates
Nevada
$481K – – –
ACP
1550
Arcus Capital Partners
Georgia
$478K +$725 +3 +0.1%
60 61
62
63 64