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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1801
Monte Financial Group
Connecticut
$573K -$4.52M -14,150 -90%
TTWM
1802
TCV Trust & Wealth Management
Virginia
$573K – – –
RWM
1803
RKL Wealth Management
Pennsylvania
$572K +$33.9K +106 +7%
FA
1804
Fagan Associates
New York
$572K +$40K +125 +9%
SC
1805
Sepio Capital
Utah
$570K -$86.9K -272 -15%
QC
1806
Quent Capital
New York
$570K +$48.3K +151 +11%
CRWM
1807
Castle Rock Wealth Management
California
$569K +$70.3K +220 +15%
APW
1808
Austin Private Wealth
Texas
$569K +$13.4K +42 +3%
QFA
1809
Quantum Financial Advisors
California
$569K – – –
BIA
1810
Bigelow Investment Advisors
Maine
$568K +$7.67K +24 +2%
FFC
1811
First Financial Corp
Indiana
$568K -$185K -578 -27%
SSW
1812
Smith Shellnut Wilson
Mississippi
$568K – – –
CC
1813
Callan Capital
California
$568K +$102K +320 +26%
SWMG
1814
Sanchez Wealth Management Group
Florida
$567K +$2.24K +7 +0.5%
CNB
1815
Camden National Bank
Maine
$567K -$18.9K -59 -4%
WSWA
1816
Warren Street Wealth Advisors
California
$566K +$3.2K +10 +0.7%
VPP
1817
Vertex Planning Partners
Illinois
$566K -$6.39K -20 -1%
MAG
1818
MRA Advisory Group
New Jersey
$566K +$77.3K +242 +19%
MPM
1819
MBB Public Markets
Illinois
$565K +$493K +1,541 New
SA
1820
SAM Advisors
California
$564K – – –
LFG
1821
Larson Financial Group
Missouri
$564K +$63.3K +198 +15%
WFI
1822
West Family Investments
California
$564K – – –
SFG
1823
Sunburst Financial Group
Alabama
$563K -$17.3K -54 -3%
BEW
1824
Burton Enright Welch
California
$562K – – –
WWM
1825
Waterway Wealth Management
Texas
$562K +$110K +344 +29%
71 72
73
74 75