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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
CarsonAllaria Wealth Management
Illinois
$375K -$13K -48 -3%
WW
1827
Westshore Wealth
California
$374K +$2.44K +9 +0.7%
SWA
1828
SFMG Wealth Advisors
Texas
$374K +$1.36K +5 +0.4%
CTA
1829
Chesley Taft & Associates
Illinois
$372K – – –
AI
1830
AdvisorShares Investments
Maryland
$372K +$370K +1,363 New
IA
1831
Insight Advisors
Pennsylvania
$372K -$21.4K -79 -5%
MHR
1832
Matthew Hamilton Rosenberg
$372K – – –
SWM
1833
Seed Wealth Management
Illinois
$370K – – –
FNC
1834
First National Corp
Massachusetts
$369K -$10.6K -39 -3%
AW
1835
Apricus Wealth
South Carolina
$368K – – –
VHAM
1836
Van Hulzen Asset Management
California
$368K -$2.03M -7,498 -85%
MGAM
1837
McGowan Group Asset Management
Texas
$368K -$26.6K -98 -7%
V
1838
VeraBank
Texas
$367K +$35.3K +130 +11%
SWM
1839
Sendero Wealth Management
Texas
$367K – – –
BG
1840
Benedetti & Gucer
Georgia
$366K -$6.78K -25 -2%
MIS
1841
Morningstar Investment Services
Illinois
$366K +$360K +1,327 New
CFA
1842
CWS Financial Advisors
Michigan
$366K -$76.5K -282 -17%
CFC
1843
Coyle Financial Counsel
Illinois
$366K – – –
CA
1844
Cortland Associates
Missouri
$365K +$814 +3 +0.2%
FA
1845
Fagan Associates
New York
$364K +$6.78K +25 +2%
CA
1846
Claro Advisors
Massachusetts
$363K +$32.6K +120 +10%
LJHT
1847
Laurie J. Hall Trustee
$363K – – –
LFA
1848
Landmark Financial Advisors
Kentucky
$362K -$85.5K -315 -19%
AO
1849
Advisor OS
Illinois
$361K +$49.6K +183 +16%
CA
1850
Commerzbank Aktiengesellschaft
Germany
$361K +$359K +1,322 New
72 73
74
75 76