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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1701
Kohmann Bosshard Financial Services
Ohio
$450K – – –
NCM
1702
Novare Capital Management
North Carolina
$448K – – –
TVAMP
1703
Tennessee Valley Asset Management Partners
Tennessee
$448K +$1.36K +5 +0.3%
VPP
1704
Vertex Planning Partners
Illinois
$447K +$1.9K +7 +0.4%
DA
1705
Doliver Advisors
Texas
$447K -$43.1K -159 -9%
RDWM
1706
Red Door Wealth Management
Tennessee
$447K -$13.8K -51 -3%
CNB
1707
Camden National Bank
Maine
$445K – – –
GKWIM
1708
Gerber Kawasaki Wealth & Investment Management
California
$444K +$63.5K +234 +17%
ACS
1709
Archford Capital Strategies
Illinois
$444K -$42.9K -158 -9%
SFP
1710
Sweet Financial Partners
Minnesota
$443K -$128K -470 -22%
UBV
1711
United Bank (Virginia)
Virginia
$443K -$231K -850 -34%
SFB
1712
STAR Financial Bank
Indiana
$443K -$40.7K -150 -8%
AFM
1713
Armstrong Fleming & Moore
District of Columbia
$443K – – –
1IA
1714
1834 Investment Advisors
Wisconsin
$443K -$20.3K -75 -4%
AGAM
1715
Audent Global Asset Management
California
$442K -$7.05K -26 -2%
PP
1716
Pacifica Partners
Canada
$441K +$272K +1,001 +145%
SFG
1717
Sunburst Financial Group
Alabama
$441K -$2.71K -10 -0.6%
ICA
1718
Infrastructure Capital Advisors
New York
$440K +$333K +1,228 New
LCM
1719
Landscape Capital Management
New Jersey
$439K -$221K -813 -34%
VBFG
1720
Vishria Bird Financial Group
Tennessee
$438K – – –
WA
1721
Wealth Alliance
New York
$438K -$4.88K -18 -1%
PWP
1722
Pursue Wealth Partners
California
$437K – – –
WMG
1723
WESCAP Management Group
California
$437K – – –
LCM
1724
Lazari Capital Management
California
$436K +$26K +96 +6%
AA
1725
Addison Advisors
Vermont
$435K +$15.5K +57 +4%
67 68
69
70 71