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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1676
Northstar Group
New York
$1.42M – – –
IB
1677
Intrust Bank
Kansas
$1.42M +$3.89K +7 +0.3%
WLIM
1678
White Lighthouse Investment Management
Massachusetts
$1.42M – – –
SGI
1679
Summit Global Investments
Utah
$1.42M +$1.13M +2,027 +458%
TLA
1680
Tanglewood Legacy Advisors
Texas
$1.41M -$1.14M -2,055 -45%
RMCM
1681
Reynders McVeigh Capital Management
Massachusetts
$1.41M -$556 -1 -0%
BCA
1682
Bay Colony Advisors
Massachusetts
$1.41M -$127K -228 -8%
OCM
1683
One Capital Management
California
$1.41M +$76.7K +138 +6%
SF
1684
Sun Financial
Utah
$1.41M +$1.36M +2,455 New
PF
1685
Prosperitas Financial
California
$1.41M -$141K -254 -9%
FG
1686
Fiduciary Group
Georgia
$1.4M – – –
EGA
1687
E&G Advisors
Texas
$1.4M +$55.6K +100 +4%
LWCFA
1688
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.4M -$133K -240 -10%
AWA
1689
Arbor Wealth Advisors
Michigan
$1.4M – – –
FWP
1690
Firethorn Wealth Partners
Georgia
$1.4M -$7.78K -14 -0.6%
TAM
1691
Trillium Asset Management
Massachusetts
$1.39M – – –
LCM
1692
Leisure Capital Management
California
$1.39M +$533K +959 +65%
BCP
1693
Blackhawk Capital Partners
Wisconsin
$1.39M -$430K -774 -24%
BNA
1694
BankChampaign National Association
Illinois
$1.39M +$1.35M +2,427 New
GWM
1695
Greenwich Wealth Management
Connecticut
$1.39M -$16.1K -29 -1%
SIA
1696
Strategic Investment Advisors
Michigan
$1.39M +$350K +630 +35%
SSA
1697
Shepherd Street Advisors
California
$1.39M +$1.35M +2,422 New
AW
1698
Alteri Wealth
California
$1.38M +$479K +862 +56%
BWP
1699
BSW Wealth Partners
Colorado
$1.38M -$48.4K -87 -3%
WFA
1700
Wellspring Financial Advisors
Ohio
$1.38M +$1.03M +1,850 +331%
66 67
68
69 70