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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1701
First Western Trust Bank
Colorado
$669K – – –
FBB
1702
Fulton Breakefield Broenniman
Maryland
$668K -$18.5K -58 -3%
KFS
1703
Kaizen Financial Strategies
California
$668K -$328K -1,027 -36%
TA
1704
TFG Advisers
Michigan
$667K -$7.03K -22 -1%
AFC
1705
AFT Forsyth & Company
Florida
$665K -$35.2K -110 -6%
ESBC
1706
E.S. Barr & Co
Kentucky
$664K -$16K -50 -3%
SFG
1707
Sovereign Financial Group
Connecticut
$663K +$19.2K +60 +3%
WKWM
1708
Walter & Keenan Wealth Management
Indiana
$663K +$16K +50 +3%
SGI
1709
Summit Global Investments
Utah
$662K -$103K -321 -15%
MA
1710
McBroom & Associates
Nevada
$662K -$94K -294 -14%
TFG
1711
Taylor Financial Group
Virginia
$661K – – –
BBNB
1712
Baker Boyer National Bank
Washington
$660K – – –
Harris Associates
1713
Harris Associates
Illinois
$660K – – –
SFB
1714
STAR Financial Bank
Indiana
$660K +$13.7K +43 +2%
SCA
1715
Sassicaia Capital Advisers
New York
$660K +$575K +1,800 New
AGAM
1716
Audent Global Asset Management
California
$658K +$639 +2 +0.1%
EI
1717
EDMP Inc
Florida
$657K – – –
CA
1718
Cornerstone Advisory
Maryland
$654K +$37.4K +117 +7%
BWM
1719
Benchmark Wealth Management
Connecticut
$654K +$320 +1 +0.1%
LA
1720
Lakeside Advisors
Washington
$653K +$320 +1 +0.1%
FC
1721
FCA Corp
Texas
$653K +$186K +582 +49%
LF
1722
LifeSteps Financial
California
$652K +$6.39K +20 +1%
SFO
1723
Stokes Family Office
Louisiana
$650K +$87.9K +275 +18%
SMH
1724
Sanders Morris Harris
Texas
$650K +$567K +1,775 New
Savvy Advisors Inc
1725
Savvy Advisors Inc
New York
$650K +$49.2K +154 +10%