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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
1676
Guardian Wealth Management (Illinois)
Illinois
$409K -$7.36K -33 -2%
KA
1677
KLCM Advisors
Wisconsin
$408K +$24.3K +109 +7%
PWMG
1678
Provence Wealth Management Group
California
$408K +$74K +332 +25%
WDA
1679
Wendell David Associates
New Hampshire
$407K – – –
USB
1680
Union Savings Bank
Connecticut
$407K +$342K +1,534 New
CAM
1681
Close Asset Management
United Kingdom
$406K – – –
KBFS
1682
Kohmann Bosshard Financial Services
Ohio
$406K +$156K +700 +74%
BWA
1683
BDO Wealth Advisors
Florida
$405K +$24.5K +110 +7%
AGAM
1684
Audent Global Asset Management
California
$405K +$367K +1,644 New
LFA
1685
Landmark Financial Advisors
Kentucky
$404K -$51.5K -231 -12%
NCM
1686
Novare Capital Management
North Carolina
$404K – – –
TVAMP
1687
Tennessee Valley Asset Management Partners
Tennessee
$402K +$6.91K +31 +2%
AMM
1688
American Money Management
California
$401K +$669 +3 +0.2%
CNB
1689
Camden National Bank
Maine
$401K – – –
VPP
1690
Vertex Planning Partners
Illinois
$401K +$363K +1,630 New
GCP
1691
GSA Capital Partners
United Kingdom
$401K +$103K +463 +40%
GBT
1692
Grove Bank & Trust
Florida
$400K +$3.79K +17 +1%
SGI
1693
Summit Global Investments
Utah
$400K +$362K +1,624 New
SFG
1694
Sunburst Financial Group
Alabama
$400K +$1.11K +5 +0.3%
SWMG
1695
Sanchez Wealth Management Group
Florida
$399K +$2.01K +9 +0.6%
WA
1696
Wealth Alliance
New York
$399K +$892 +4 +0.2%
CFA
1697
CWS Financial Advisors
Michigan
$399K +$62.9K +282 +21%
AFM
1698
Armstrong Fleming & Moore
District of Columbia
$399K +$361K +1,621 New
CHP
1699
Cable Hill Partners
Oregon
$399K +$32.3K +145 +10%
SFO
1700
Stokes Family Office
Louisiana
$398K +$12.5K +56 +4%
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68
69 70