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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1626
Lakeridge Wealth Management
Ohio
$603K +$529K +2,039 New
PWM
1627
Paulson Wealth Management
Illinois
$602K -$141K -545 -21%
GIA
1628
GHP Investment Advisors
Colorado
$601K -$21.8K -84 -4%
AIA
1629
Alera Investment Advisors
Illinois
$601K -$210K -810 -29%
FTIS
1630
First Trust Investment Solutions
Florida
$599K +$526K +2,027 New
TAM
1631
Townsend Asset Management
North Carolina
$597K +$1.04K +4 +0.2%
SC
1632
SRB Corp
Massachusetts
$596K +$523K +2,015 New
MC
1633
Machina Capital
France
$594K +$521K +2,010 New
FAB
1634
First American Bank
Illinois
$594K – – –
BCM
1635
Bienville Capital Management
New York
$591K – – –
JWBC
1636
J.W. Burns & Co
New York
$591K – – –
CCG
1637
Ceeto Capital Group
Florida
$591K – – –
S
1638
SimplyRich
California
$590K – – –
FFA
1639
Founders Financial Alliance
North Carolina
$589K -$98.8K -381 -16%
WCM
1640
Winthrop Capital Management
Indiana
$588K +$516K +1,989 New
AT
1641
American Trust
Kentucky
$585K -$44.1K -170 -8%
FHWM
1642
Fox Hill Wealth Management
Massachusetts
$585K +$513K +1,978 New
PG
1643
Patten Group
Tennessee
$584K +$778 +3 +0.2%
BMCM
1644
Bryn Mawr Capital Management
Pennsylvania
$582K -$112K -433 -18%
SWM
1645
Sterling Wealth Management
Illinois
$582K +$511K +1,969 New
FH
1646
FWG Holdings
Florida
$582K +$315K +1,214 +156%
SIC
1647
Shoker Investment Counsel
Ohio
$582K +$28.5K +110 +6%
GAA
1648
Guardian Asset Advisors
Pennsylvania
$578K +$507K +1,955 New
RFG
1649
Range Financial Group
Oregon
$577K -$180K -694 -26%
BFG
1650
Berger Financial Group
Minnesota
$577K -$25.4K -98 -5%
64 65
66
67 68