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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCCM
1626
Hudson Canyon Capital Management
New York
$2.8M +$2.31M +2,625 New
IBOK
1627
Independence Bank of Kentucky
Kentucky
$2.79M +$220K +251 +11%
TF
1628
Tudor Financial
Ohio
$2.79M -$95.8K -109 -4%
LWA
1629
Lineweaver Wealth Advisors
Ohio
$2.79M +$50.1K +57 +2%
UWPG
1630
Ullmann Wealth Partners Group
Florida
$2.78M +$47.4K +54 +2%
EBWM
1631
Eagle Bluffs Wealth Management
Missouri
$2.78M -$28.1K -32 -1%
EFG
1632
Ethos Financial Group
Pennsylvania
$2.77M -$258K -294 -9%
CI
1633
Cherokee Insurance
Michigan
$2.77M – – –
BWM
1634
Bullock Wealth Management
Indiana
$2.77M -$334K -380 -12%
VIS
1635
Vega Investment Solutions
France
$2.76M – – –
AA
1636
Armis Advisers
Georgia
$2.76M +$343K +391 +16%
CAM
1637
Covenant Asset Management
New Jersey
$2.74M -$110K -125 -5%
SAM
1638
Silphium Asset Management
United Kingdom
$2.74M +$745K +848 +49%
PTP
1639
Platform Technology Partners
New York
$2.74M +$36K +41 +2%
TFA
1640
Toth Financial Advisory
Virginia
$2.73M -$64.1K -73 -3%
FCAS
1641
First Command Advisory Services
Texas
$2.73M -$132K -150 -6%
KFS
1642
Keynote Financial Services
Connecticut
$2.73M -$133K -151 -6%
AHC
1643
Adell Harriman & Carpenter
Texas
$2.73M -$350K -398 -13%
PWM
1644
Pinnacle Wealth Management
California
$2.72M -$84.3K -96 -4%
NAG
1645
Northstar Advisory Group
New Jersey
$2.71M -$1.65M -1,880 -42%
OWP
1646
ORG Wealth Partners
Texas
$2.71M +$237K +270 +12%
DIA
1647
Dana Investment Advisors
Wisconsin
$2.71M -$552K -628 -20%
WCM
1648
Winebrenner Capital Management
Kentucky
$2.71M -$130K -148 -6%
BLC
1649
Brown, Lisle/Cummings
Rhode Island
$2.71M -$40.4K -46 -2%
HNWAG
1650
High Net Worth Advisory Group
Florida
$2.7M -$118K -134 -5%
64 65
66
67 68