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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1751
Wellington Shields Capital Management
New York
$250K – – –
FFG
1752
Frisch Financial Group
New York
$250K +$1.69K +8 +0.6%
VNA
1753
Valley National Advisers
Pennsylvania
$249K – – –
CA
1754
Cortland Associates
Missouri
$248K – – –
ESBC
1755
E.S. Barr & Co
Kentucky
$248K – – –
APA
1756
Astoria Portfolio Advisors
New York
$248K +$56.9K +270 +24%
JCM
1757
Jag Capital Management
Missouri
$248K +$81.6K +387 +39%
PFGIA
1758
Patriot Financial Group Insurance Agency
Massachusetts
$246K -$78.4K -372 -21%
BF
1759
Blankinship & Foster
California
$246K – – –
AW
1760
Apricus Wealth
South Carolina
$246K +$26.3K +125 +10%
EWA
1761
Exencial Wealth Advisors
Oklahoma
$245K +$18.3K +87 +7%
EFSCE
1762
Enterprise Financial Services Corp (EFSC)
Missouri
$244K -$8.43K -40 -3%
NFG
1763
Nadler Financial Group
Illinois
$244K – – –
EWA
1764
EverSource Wealth Advisors
Alabama
$243K -$5.27K -25 -2%
BW
1765
Bison Wealth
Georgia
$243K -$1.48K -7 -0.5%
MHR
1766
Matthew Hamilton Rosenberg
$243K +$2.11K +10 +0.7%
SWA
1767
SFMG Wealth Advisors
Texas
$242K +$1.26K +6 +0.4%
CFA
1768
Compass Financial Advisors
Indiana
$241K +$5.48K +26 +2%
EA
1769
Eudaimonia Advisors
Tennessee
$241K +$284K +1,350 New
YWP
1770
YorkBridge Wealth Partners
New York
$240K -$6.32K -30 -2%
CFC
1771
Coyle Financial Counsel
Illinois
$240K – – –
WAM
1772
Winslow Asset Management
Ohio
$240K – – –
GWMI
1773
Guardian Wealth Management (Illinois)
Illinois
$240K +$1.26K +6 +0.4%
LA
1774
LVW Advisors
New York
$240K +$283K +1,343 New
WFA
1775
WestHill Financial Advisors
California
$239K – – –
69 70
71
72 73