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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1776
Evanson Asset Management
California
$361K – – –
IIC
1777
Integrated Investment Consultants
Michigan
$360K +$8.7K +39 +3%
BC
1778
Brookfield Corp
Ontario, Canada
$357K -$6.69M -30,027 -95%
FRM
1779
Fox Run Management
Connecticut
$357K +$324K +1,451 New
FCT
1780
First Community Trust
Iowa
$357K – – –
ILI
1781
Invesco LLC (Illinois)
Illinois
$356K +$323K +1,448 New
GI
1782
GAMCO Investors
Connecticut
$356K +$19.8K +89 +7%
PFG
1783
Prosperity Financial Group
California
$356K +$9.59K +43 +3%
MGAM
1784
McGowan Group Asset Management
Texas
$355K +$22.5K +101 +8%
SHWM
1785
Silicon Hills Wealth Management
Texas
$355K – – –
IA
1786
Insight Advisors
Pennsylvania
$355K -$102K -457 -24%
SIAG
1787
Signet Investment Advisory Group
Rhode Island
$354K -$1.11K -5 -0.3%
PCS
1788
Personal CFO Solutions
New Jersey
$354K +$3.57K +16 +1%
AW
1789
Apricus Wealth
South Carolina
$354K – – –
LWANC
1790
Laurel Wealth Advisors (North Carolina)
North Carolina
$354K – – –
AL
1791
ACAS LLC
California
$352K +$3.79K +17 +1%
GC
1792
GFG Capital
Florida
$351K +$318K +1,428 New
SWM
1793
Sugarloaf Wealth Management
Georgia
$351K -$26.1K -117 -8%
BRA
1794
Bender Robert & Associates
California
$350K -$43.5K -195 -12%
GA
1795
GraniteShares Advisors
New York
$350K -$25.6K -115 -7%
CWM
1796
CarsonAllaria Wealth Management
Illinois
$350K +$1.34K +6 +0.4%
CPC
1797
Congress Park Capital
New York
$349K +$78K +350 +33%
NSAM
1798
North Star Asset Management
Wisconsin
$349K -$8.92K -40 -3%
WFA
1799
WestHill Financial Advisors
California
$347K – – –
FWM
1800
Fingerlakes Wealth Management
New York
$346K -$23.2K -104 -7%
70 71
72
73 74