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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1676
Bard Financial Services
Connecticut
$550K – – –
MHWM
1677
Montz Harcus Wealth Management
Louisiana
$550K +$2.33K +9 +0.5%
D
1678
Diversified
Delaware
$549K -$16.1K -62 -3%
MPIA
1679
Mountain Pacific Investment Advisers
Idaho
$549K -$4.93K -19 -1%
LFA
1680
Legacy Financial Advisors
Kentucky
$548K +$37.4K +144 +8%
SIAP
1681
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$546K +$259 +1 +0.1%
TA
1682
TFG Advisers
Michigan
$545K +$47.5K +183 +11%
SWM
1683
Shelton Wealth Management
Texas
$545K +$478K +1,842 New
ZIG
1684
Zullo Investment Group
Pennsylvania
$544K +$30.6K +118 +7%
CMAI
1685
Capital Management Associates Inc
Minnesota
$544K +$551K +2,124 New
CPIG
1686
Chicago Partners Investment Group
Illinois
$543K -$58.1K -224 -11%
MSF
1687
Mustard Seed Financial
Arkansas
$543K +$476K +1,836 New
CA
1688
Commerzbank Aktiengesellschaft
Germany
$541K +$132K +507 +38%
SC
1689
Sepio Capital
Utah
$540K +$34.2K +132 +8%
FWTB
1690
First Western Trust Bank
Colorado
$540K +$778 +3 +0.2%
PL
1691
Plancorp LLC
Missouri
$540K +$13.7K +53 +3%
FWP
1692
Firethorn Wealth Partners
Georgia
$540K +$76.8K +296 +19%
SAF
1693
Smith Anglin Financial
Texas
$539K +$1.56K +6 +0.3%
BFC
1694
Bedel Financial Consulting
Indiana
$537K -$17.9K -69 -4%
AC
1695
Avestar Capital
New York
$537K +$76K +293 +19%
HFBOT
1696
Home Federal Bank of Tennessee
Tennessee
$535K -$77.8K -300 -14%
MW
1697
MBL Wealth
North Carolina
$535K +$469K +1,808 New
USB
1698
Union Savings Bank
Connecticut
$535K – – –
RCA
1699
Ranch Capital Advisors
Florida
$535K -$4.67K -18 -1%
TFG
1700
Taylor Financial Group
Virginia
$534K +$468K +1,805 New
66 67
68
69 70