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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1726
Adell Harriman & Carpenter
Texas
$801K -$14.3K -43 -2%
BFA
1727
Beacon Financial Advisory
Ohio
$801K +$28.3K +85 +4%
SIC
1728
Shoker Investment Counsel
Ohio
$801K +$22K +66 +3%
MSCM
1729
McElhenny Sheffield Capital Management
Texas
$800K – – –
AA
1730
AF Advisors
California
$800K – – –
CB
1731
Cadence Bank
Mississippi
$800K -$2.33K -7 -0.3%
IB
1732
Intrust Bank
Kansas
$799K -$23.3K -70 -3%
PFG
1733
Prosperity Financial Group
California
$798K -$23.7K -71 -3%
FFG
1734
Fortem Financial Group
California
$795K -$49K -147 -7%
WAG
1735
Winthrop Advisory Group
Massachusetts
$794K +$10K +30 +1%
SIA
1736
Soltis Investment Advisors
Utah
$793K +$155K +465 +29%
LSIA
1737
LaSalle St. Investment Advisors
Illinois
$792K -$68K -204 -9%
6F
1738
626 Financial
Michigan
$789K – – –
NCM
1739
NCM Capital Management
New Jersey
$788K – – –
PMWMG
1740
Parr McKnight Wealth Management Group
Minnesota
$786K +$1K +3 +0.1%
TTWM
1741
TCV Trust & Wealth Management
Virginia
$786K +$2K +6 +0.3%
BOJHT
1742
Bank of Jackson Hole Trust
Wyoming
$785K +$115K +345 +21%
TF
1743
Tompkins Financial
New York
$784K – – –
JWM
1744
Jacksonville Wealth Management
Florida
$782K +$35.7K +107 +6%
SWM
1745
Shepherd Wealth Management
Ohio
$782K -$217K -651 -26%
PG
1746
Patten Group
Tennessee
$779K +$54.3K +163 +9%
NAS
1747
NWF Advisory Services
California
$778K +$668K +2,003 New
SFG
1748
Sovereign Financial Group
Connecticut
$777K +$4.67K +14 +0.7%
RWM
1749
Revisor Wealth Management
Ohio
$777K -$18K -54 -3%
SC
1750
Saybrook Capital
North Carolina
$776K – – –
68 69
70
71 72