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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1626
Doliver Advisors
Texas
$442K +$62.9K +282 +19%
PCP
1627
Proficio Capital Partners
Massachusetts
$441K -$18.7K -84 -4%
VAG
1628
VisionPoint Advisory Group
Texas
$440K +$399K +1,790 New
CT
1629
Clearstead Trust
Maine
$439K -$1.07M -4,780 -71%
BWM
1630
Benchmark Wealth Management
Connecticut
$438K +$223 +1 +0.1%
LA
1631
Lakeside Advisors
Washington
$438K +$223 +1 +0.1%
WCM
1632
Washburn Capital Management
Florida
$437K -$37.9K -170 -9%
SMH
1633
Sanders Morris Harris
Texas
$437K – – –
GCA
1634
Gradient Capital Advisors
California
$436K +$4.01K +18 +1%
ABLA
1635
Alan B. Lancz & Associates
Ohio
$436K – – –
SFB
1636
STAR Financial Bank
Indiana
$436K +$197K +885 +100%
PI
1637
PFS Investments
Georgia
$436K +$3.12K +14 +0.8%
LF
1638
LifeSteps Financial
California
$433K +$16.7K +75 +4%
AR
1639
Advisory Research
Illinois
$432K +$392K +1,756 New
NEWAS
1640
N.E.W. Advisory Services
Wisconsin
$432K -$99.4K -446 -20%
ACM
1641
Arcataur Capital Management
Wisconsin
$432K +$391K +1,754 New
PFGIA
1642
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$5.57K +25 +1%
WA
1643
WealthTrust Axiom
Pennsylvania
$431K – – –
CMTU
1644
Capital Markets Trading (UK)
United Kingdom
$431K +$390K +1,751 New
QCM
1645
Qsemble Capital Management
New York
$431K -$89.2K -400 -19%
MGWM
1646
Marks Group Wealth Management
Minnesota
$430K – – –
THWM
1647
Taylor Hoffman Wealth Management
Virginia
$430K – – –
TWM
1648
Thrive Wealth Management
Pennsylvania
$428K +$27.6K +124 +8%
ARG
1649
Advisory Resource Group
Oklahoma
$428K – – –
BFS
1650
Bard Financial Services
Connecticut
$427K – – –
64 65
66
67 68