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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1751
Tompkins Financial
New York
$732K – – –
FAB
1752
First American Bank
Illinois
$732K – – –
MAWCM
1753
Mine & Arao Wealth Creation & Management
California
$732K -$64K -165 -8%
TAM
1754
Townsend Asset Management
North Carolina
$731K -$56.2K -145 -7%
SIC
1755
Sage Investment Counsel
Tennessee
$731K +$781K +2,014 New
FFB
1756
First Financial Bankshares
Texas
$730K +$5.04K +13 +0.7%
WAG
1757
Winthrop Advisory Group
Massachusetts
$730K -$2.33K -6 -0.3%
BCM
1758
Bienville Capital Management
New York
$728K +$2.71K +7 +0.4%
BCG
1759
BayBridge Capital Group
California
$727K +$4.27K +11 +0.6%
SAF
1760
Smith Anglin Financial
Texas
$727K +$1.94K +5 +0.3%
SC
1761
Saybrook Capital
North Carolina
$726K – – –
EGM
1762
Engineers Gate Manager
New York
$724K -$414K -1,067 -35%
S
1763
SimplyRich
California
$724K – – –
CWM
1764
Calamos Wealth Management
Illinois
$722K +$38.4K +99 +5%
SIC
1765
Shoker Investment Counsel
Ohio
$722K +$1.94K +5 +0.3%
RWP
1766
Ridgecrest Wealth Partners
California
$720K – – –
CC
1767
Callan Capital
California
$719K +$111K +285 +17%
BFA
1768
Beaumont Financial Advisors
Massachusetts
$718K +$93.9K +242 +14%
LC
1769
LCNB Corp
Ohio
$717K – – –
RFP
1770
Root Financial Partners
California
$716K +$130K +334 +20%
PFGIA
1771
Patriot Financial Group Insurance Agency
Massachusetts
$716K +$46.9K +121 +7%
LSIA
1772
LaSalle St. Investment Advisors
Illinois
$716K +$468K +1,208 +158%
TTWM
1773
TCV Trust & Wealth Management
Virginia
$716K +$194K +500 +34%
BOS
1774
Bank of Stockton
California
$712K +$140K +361 +23%
FIM
1775
Fernwood Investment Management
Massachusetts
$710K – – –
69 70
71
72 73