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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
1551
Asset Allocation & Management Company
Illinois
$297K – – –
ARG
1552
Advisory Resource Group
Oklahoma
$297K +$4.57K +25 +1%
BBNB
1553
Baker Boyer National Bank
Washington
$296K – – –
MIP
1554
Marietta Investment Partners
Wisconsin
$296K – – –
MA
1555
MBA Advisors
Pennsylvania
$296K – – –
DCM
1556
Dupont Capital Management
Delaware
$295K -$30.9K -169 -9%
SXL
1557
Summit X LLC
Missouri
$295K +$49.9K +273 +18%
BAM
1558
Blueshift Asset Management
New Jersey
$294K -$1.1M -6,001 -77%
SPC
1559
Stewart & Patten Company
California
$294K – – –
JSW
1560
Journey Strategic Wealth
New Jersey
$293K +$325K +1,778 New
SMH
1561
Sanders Morris Harris
Texas
$292K – – –
BWM
1562
Benchmark Wealth Management
Connecticut
$292K +$365 +2 +0.1%
RFG
1563
Range Financial Group
Oregon
$292K +$1.83K +10 +0.6%
CGA
1564
Crescent Grove Advisors
Illinois
$292K +$58.6K +321 +22%
ABLA
1565
Alan B. Lancz & Associates
Ohio
$291K – – –
LA
1566
Lakeside Advisors
Washington
$291K +$18.4K +101 +6%
MHWM
1567
Montz Harcus Wealth Management
Louisiana
$291K +$27.8K +152 +9%
KWM
1568
Kaydan Wealth Management
Michigan
$289K – – –
GCA
1569
Gradient Capital Advisors
California
$288K -$39.6K -217 -11%
TBNY
1570
Trustco Bank (New York)
New York
$288K -$36.5K -200 -10%
MGWM
1571
Marks Group Wealth Management
Minnesota
$287K -$45.1K -247 -12%
GBT
1572
Grove Bank & Trust
Florida
$287K – – –
TW
1573
TrinityPoint Wealth
Connecticut
$286K -$7.67K -42 -2%
YIA
1574
YHB Investment Advisors
Connecticut
$286K +$365 +2 +0.1%
WP
1575
WealthShield Partners
North Carolina
$286K +$13.5K +74 +4%
61 62
63
64 65