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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1626
Capital Square
Tennessee
$605K -$11.7K -45 -2%
LWM
1627
Lakeridge Wealth Management
Ohio
$603K +$529K +2,039 New
PWM
1628
Paulson Wealth Management
Illinois
$602K -$141K -545 -21%
GIA
1629
GHP Investment Advisors
Colorado
$601K -$21.8K -84 -4%
AIA
1630
Alera Investment Advisors
Illinois
$601K -$210K -810 -29%
FTIS
1631
First Trust Investment Solutions
Florida
$599K +$526K +2,027 New
TAM
1632
Townsend Asset Management
North Carolina
$597K +$1.04K +4 +0.2%
SC
1633
SRB Corp
Massachusetts
$596K +$523K +2,015 New
MC
1634
Machina Capital
France
$594K +$521K +2,010 New
FAB
1635
First American Bank
Illinois
$594K – – –
BCM
1636
Bienville Capital Management
New York
$591K – – –
JWBC
1637
J.W. Burns & Co
New York
$591K – – –
CCG
1638
Ceeto Capital Group
Florida
$591K – – –
S
1639
SimplyRich
California
$590K – – –
FFA
1640
Founders Financial Alliance
North Carolina
$589K -$98.8K -381 -16%
WCM
1641
Winthrop Capital Management
Indiana
$588K +$516K +1,989 New
AT
1642
American Trust
Kentucky
$585K -$44.1K -170 -8%
FHWM
1643
Fox Hill Wealth Management
Massachusetts
$585K +$513K +1,978 New
PG
1644
Patten Group
Tennessee
$584K +$778 +3 +0.2%
BMCM
1645
Bryn Mawr Capital Management
Pennsylvania
$582K -$112K -433 -18%
SWM
1646
Sterling Wealth Management
Illinois
$582K +$511K +1,969 New
FH
1647
FWG Holdings
Florida
$582K +$315K +1,214 +156%
SIC
1648
Shoker Investment Counsel
Ohio
$582K +$28.5K +110 +6%
GAA
1649
Guardian Asset Advisors
Pennsylvania
$578K +$507K +1,955 New
RFG
1650
Range Financial Group
Oregon
$577K -$180K -694 -26%
64 65
66
67 68