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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1676
Cedar Brook Financial Partners
Ohio
$695K -$9.91K -31 -2%
AP
1677
Appleton Partners
Massachusetts
$694K -$242K -757 -29%
VCM
1678
Virtue Capital Management
Tennessee
$689K -$471K -1,473 -44%
IIM
1679
InTrack Investment Management
Vermont
$688K -$221K -692 -27%
CCWM
1680
Cassaday & Co Wealth Management
Virginia
$688K +$72.2K +226 +14%
CWM
1681
Centurion Wealth Management
Virginia
$688K -$10.2K -32 -2%
MHWM
1682
Montz Harcus Wealth Management
Louisiana
$685K +$2.88K +9 +0.5%
TF
1683
Trek Financial
Arizona
$684K +$597K +1,868 New
SP
1684
Stonebrook Private
Michigan
$684K -$2.56K -8 -0.4%
HGWM
1685
Horst & Graben Wealth Management
Oregon
$684K +$1.28K +4 +0.2%
MYIA
1686
Mount Yale Investment Advisors
Colorado
$683K +$247K +774 +71%
MPIA
1687
Mountain Pacific Investment Advisers
Idaho
$681K – – –
TWM
1688
Thrive Wealth Management
Pennsylvania
$678K +$26.5K +83 +5%
LI
1689
LRI Investments
Florida
$678K +$592K +1,851 New
SMWM
1690
Silvia McColl Wealth Management
California
$678K +$37.7K +118 +7%
MSF
1691
Mustard Seed Financial
Arkansas
$678K +$4.16K +13 +0.7%
PFGIA
1692
Patriot Financial Group Insurance Agency
Massachusetts
$676K -$15.3K -48 -3%
RCA
1693
Ranch Capital Advisors
Florida
$675K +$10.9K +34 +2%
NC
1694
NovaPoint Capital
Georgia
$674K -$9.27K -29 -2%
FWP
1695
Firethorn Wealth Partners
Georgia
$673K +$3.83K +12 +0.7%
NG
1696
Norden Group
Utah
$672K +$586K +1,833 New
CMAI
1697
Capital Management Associates Inc
Minnesota
$671K -$93.3K -292 -14%
USB
1698
Union Savings Bank
Connecticut
$670K +$6.71K +21 +1%
FWTB
1699
First Western Trust Bank
Colorado
$669K – – –
FBB
1700
Fulton Breakefield Broenniman
Maryland
$668K -$18.5K -58 -3%
66 67
68
69 70