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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1576
Stableford Capital II
Arizona
$835K +$128K +360 +15%
BHPW
1577
Beverly Hills Private Wealth
California
$835K +$28.9K +81 +3%
SW
1578
SMART Wealth
Nebraska
$835K +$91.5K +257 +11%
FCAS
1579
First Command Advisory Services
Texas
$834K -$36.3K -102 -4%
FMLI
1580
Fukoku Mutual Life Insurance
Japan
$832K -$10.7K -30 -1%
PWMG
1581
Prestige Wealth Management Group
New Jersey
$832K +$3.21K +9 +0.4%
GWM
1582
Greenwich Wealth Management
Connecticut
$830K +$53.8K +151 +6%
SWM
1583
Shepherd Wealth Management
Ohio
$828K -$162K -456 -15%
SL
1584
Sentinus LLC
Illinois
$827K +$81.9K +230 +10%
LMKC
1585
L.M. Kohn & Company
Ohio
$826K -$51.3K -144 -5%
CF
1586
Copperwynd Financial
Arizona
$826K +$165K +462 +23%
WWA
1587
Wealth Watch Advisors
Colorado
$826K +$411K +1,153 +45%
WCM
1588
Winebrenner Capital Management
Kentucky
$825K -$49.9K -140 -5%
DEM
1589
Disciplined Equity Management
Florida
$825K -$14.2K -40 -2%
SCA
1590
Sippican Capital Advisors
Massachusetts
$825K – – –
SGC
1591
Slocum, Gordon & Co
Rhode Island
$825K – – –
FMN
1592
Financial Management Network
California
$824K +$712 +2 +0.1%
TPW
1593
Talon Private Wealth
Florida
$823K +$862K +2,421 +3,272%
MJP
1594
Michael J. Puzo
$821K -$78.4K -220 -8%
BWA
1595
Bordeaux Wealth Advisors
California
$821K +$346K +972 +64%
CIM
1596
Contravisory Investment Management
Massachusetts
$820K -$6.96M -19,545 -89%
QT
1597
Quantbot Technologies
New York
$819K -$31.3K -88 -3%
BCM
1598
BluePath Capital Management
Georgia
$811K -$212K -596 -20%
SAM
1599
Seelaus Asset Management
New Jersey
$809K – – –
BCM
1600
Brasada Capital Management
Texas
$808K +$873K +2,450 New
62 63
64
65 66