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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1551
LCNB Corp
Ohio
$855K +$6.39K +20 +0.9%
SMA
1552
Sage Mountain Advisors
Georgia
$855K +$244K +762 +49%
CPA
1553
Capital Planning Advisors
California
$855K +$8.31K +26 +1%
RPCONE
1554
Retirement Planning Company of New England
Rhode Island
$854K -$1.41M -4,413 -65%
GWM
1555
Greenwich Wealth Management
Connecticut
$853K -$35.5K -111 -5%
RCM
1556
RNC Capital Management
California
$853K -$47.6K -149 -6%
TF
1557
Tompkins Financial
New York
$852K -$57.2K -179 -7%
ZF
1558
Zega Financial
Florida
$849K -$507K -1,585 -41%
AAIS
1559
ABN AMRO Investment Solutions
$849K -$260K -812 -26%
RIG
1560
RiverFront Investment Group
Virginia
$847K -$18.6M -58,122 -96%
FHWM
1561
Fox Hill Wealth Management
Massachusetts
$846K +$105K +330 +17%
ACGA
1562
Atlanta Consulting Group Advisors
Georgia
$846K +$738K +2,308 New
CWM
1563
Cahaba Wealth Management
Georgia
$836K +$20.1K +63 +3%
AC
1564
Avestar Capital
New York
$834K +$147K +461 +25%
IB
1565
Intrust Bank
Kansas
$833K +$12.5K +39 +2%
SAM
1566
Smartleaf Asset Management
Massachusetts
$833K +$204K +637 +39%
MIC
1567
Maxi Investments CY
Cyprus
$833K +$726K +2,272 New
CAM
1568
Close Asset Management
United Kingdom
$831K -$90.8K -284 -11%
BHPW
1569
Beverly Hills Private Wealth
California
$830K +$2.24K +7 +0.3%
AWM
1570
Aberdeen Wealth Management
Illinois
$829K – – –
NFSG
1571
Newbridge Financial Services Group
Florida
$825K +$98.4K +308 +16%
GAMC
1572
Garner Asset Management Corp
Texas
$823K -$1.28K -4 -0.2%
CCG
1573
Catalina Capital Group
California
$822K +$329K +1,030 +85%
PAMG
1574
Patton Albertson Miller Group
Tennessee
$822K -$63.9K -200 -8%
SFSG
1575
Sound Financial Strategies Group
Mississippi
$822K -$29.1K -91 -4%
61 62
63
64 65