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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
1576
ZWJ Investment Counsel
Georgia
$290K – – –
CCWA
1577
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$290K +$52.1K +250 +20%
CA
1578
Continuum Advisory
Idaho
$289K +$2.08K +10 +0.7%
WMC
1579
Westwood Management Corporation
Illinois
$288K -$3.92M -18,800 -93%
CNB
1580
Camden National Bank
Maine
$288K -$16.9K -81 -5%
CCM
1581
Chickasaw Capital Management
Tennessee
$288K – – –
RC
1582
RBO & Co
California
$288K – – –
CA
1583
Cornerstone Advisory
Maryland
$287K +$833 +4 +0.3%
SSW
1584
Smith Shellnut Wilson
Mississippi
$287K +$47.1K +226 +18%
PFA
1585
Pure Financial Advisors
California
$286K +$21K +101 +7%
OCM
1586
One Capital Management
California
$286K +$40K +192 +15%
BDWM
1587
Brewin Dolphin Wealth Management
Ireland
$284K – – –
CWP
1588
Concord Wealth Partners
Virginia
$284K -$60.8K -292 -16%
BB
1589
Bell Bank
North Dakota
$284K – – –
PCH
1590
PGIM Custom Harvest
New Jersey
$284K +$62.1K +298 +25%
SFA
1591
Sequoia Financial Advisors
Ohio
$283K -$951K -4,568 -76%
GC
1592
Grimes & Company
Massachusetts
$282K -$166K -798 -35%
NFG
1593
Nadler Financial Group
Illinois
$282K +$208 +1 +0.1%
GKWIM
1594
Gerber Kawasaki Wealth & Investment Management
California
$281K +$61K +293 +25%
HWM
1595
Hohimer Wealth Management
Washington
$280K – – –
BAS
1596
Brown Advisory Securities
Maryland
$279K +$83.3K +400 +38%
EWA
1597
ERTS Wealth Advisors
Michigan
$278K – – –
WAM
1598
Winslow Asset Management
Ohio
$277K – – –
TCM
1599
Teza Capital Management
Illinois
$276K -$6.48M -31,095 -96%
COCM
1600
Charter Oak Capital Management
New Hampshire
$276K +$417 +2 +0.1%
62 63
64
65 66