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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1751
CFS Investment Advisory Services
New Jersey
$733K -$2.33K -6 -0.3%
HCP
1752
Hexagon Capital Partners
Arkansas
$733K -$35.3K -91 -4%
TF
1753
Tompkins Financial
New York
$732K – – –
FAB
1754
First American Bank
Illinois
$732K – – –
MAWCM
1755
Mine & Arao Wealth Creation & Management
California
$732K -$64K -165 -8%
TAM
1756
Townsend Asset Management
North Carolina
$731K -$56.2K -145 -7%
SIC
1757
Sage Investment Counsel
Tennessee
$731K +$781K +2,014 New
FFB
1758
First Financial Bankshares
Texas
$730K +$5.04K +13 +0.7%
WAG
1759
Winthrop Advisory Group
Massachusetts
$730K -$2.33K -6 -0.3%
BCM
1760
Bienville Capital Management
New York
$728K +$2.71K +7 +0.4%
BCG
1761
BayBridge Capital Group
California
$727K +$4.27K +11 +0.6%
SAF
1762
Smith Anglin Financial
Texas
$727K +$1.94K +5 +0.3%
SC
1763
Saybrook Capital
North Carolina
$726K – – –
EGM
1764
Engineers Gate Manager
New York
$724K -$414K -1,067 -35%
S
1765
SimplyRich
California
$724K – – –
CWM
1766
Calamos Wealth Management
Illinois
$722K +$38.4K +99 +5%
SIC
1767
Shoker Investment Counsel
Ohio
$722K +$1.94K +5 +0.3%
RWP
1768
Ridgecrest Wealth Partners
California
$720K – – –
CC
1769
Callan Capital
California
$719K +$111K +285 +17%
BFA
1770
Beaumont Financial Advisors
Massachusetts
$718K +$93.9K +242 +14%
LC
1771
LCNB Corp
Ohio
$717K – – –
RFP
1772
Root Financial Partners
California
$716K +$130K +334 +20%
PFGIA
1773
Patriot Financial Group Insurance Agency
Massachusetts
$716K +$46.9K +121 +7%
LSIA
1774
LaSalle St. Investment Advisors
Illinois
$716K +$468K +1,208 +158%
TTWM
1775
TCV Trust & Wealth Management
Virginia
$716K +$194K +500 +34%
69 70
71
72 73