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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1676
Addison Advisors
Vermont
$725K +$5.7K +16 +0.7%
CTC
1677
Cetera Trust Company
Minnesota
$725K +$655K +1,839 +512%
FFG
1678
Fortem Financial Group
California
$724K -$121K -339 -13%
HCP
1679
Hexagon Capital Partners
Arkansas
$723K +$61.3K +172 +9%
CAM
1680
CenterStar Asset Management
Illinois
$721K +$778K +2,185 New
HFBOT
1681
Home Federal Bank of Tennessee
Tennessee
$720K +$178K +500 +30%
KAS
1682
KPP Advisory Services
Kentucky
$720K +$571K +1,602 +275%
AWM
1683
Aberdeen Wealth Management
Illinois
$720K +$356 +1 +0%
VAM
1684
Verity Asset Management
North Carolina
$719K +$777K +2,182 New
SFSG
1685
Sound Financial Strategies Group
Mississippi
$719K -$49.9K -140 -6%
3IP
1686
3Chopt Investment Partners
Virginia
$719K +$777K +2,181 New
CM
1687
Cercano Management
Washington
$719K – – –
TSWM
1688
Tyler-Stone Wealth Management
Ohio
$719K -$29.9K -84 -4%
BFA
1689
Bill Few Associates
Pennsylvania
$718K +$25.6K +72 +3%
YP
1690
YANKCOM Partnership
South Dakota
$718K +$22.4K +63 +3%
IBOK
1691
Independence Bank of Kentucky
Kentucky
$716K +$15K +42 +2%
MWM
1692
Marion Wealth Management
Pennsylvania
$715K +$1.78K +5 +0.2%
WAL
1693
W Advisors LLC
Tennessee
$713K +$12.8K +36 +2%
GB
1694
Goepper Burkhardt
South Carolina
$712K – – –
AMBIA
1695
Allen Mooney & Barnes Investment Advisors
Georgia
$712K -$39.2K -110 -5%
LFA
1696
Legacy Financial Advisors
Kentucky
$711K +$356 +1 +0%
LA
1697
LVW Advisors
New York
$708K -$42.4K -119 -5%
WHC
1698
Wulff, Hansen & Co
California
$707K +$764K +2,145 New
CHP
1699
Cable Hill Partners
Oregon
$703K +$84.8K +238 +12%
IB
1700
Intrust Bank
Kansas
$702K -$27.1K -76 -3%
66 67
68
69 70