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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1851
Fairfield Financial Advisors
Massachusetts
$425K +$267K +1,029 +252%
MCM
1852
Mengis Capital Management
Oregon
$425K – – –
FA
1853
Fagan Associates
New York
$424K +$25.9K +100 +7%
NFG
1854
Nadler Financial Group
Illinois
$424K – – –
SIAG
1855
Signet Investment Advisory Group
Rhode Island
$423K -$2.59K -10 -0.7%
SC
1856
Schulhoff & Co
Ohio
$423K – – –
AL
1857
ACAS LLC
California
$423K – – –
SWM
1858
Sugarloaf Wealth Management
Georgia
$422K – – –
BSA
1859
Braun Stacey Associates
New York
$421K -$233K -900 -39%
CBT
1860
CoreFirst Bank & Trust
Kansas
$420K -$656K -2,530 -64%
EFSCE
1861
Enterprise Financial Services Corp (EFSC)
Missouri
$420K -$13.5K -52 -4%
EFH
1862
Eaton Financial Holdings
Florida
$420K -$3.06M -11,787 -89%
GFP
1863
Gryphon Financial Partners
Ohio
$420K +$23.9K +92 +7%
PCS
1864
Personal CFO Solutions
New Jersey
$420K +$42.5K +164 +13%
WFA
1865
WestHill Financial Advisors
California
$420K +$2.08K +8 +0.6%
WA
1866
Wealth Alliance
New York
$419K -$48.3K -186 -12%
AWP
1867
Abacus Wealth Partners
California
$419K -$24.9K -96 -6%
KA
1868
Kozak & Associates
Colorado
$419K -$240K -924 -39%
SIS
1869
Sound Income Strategies
Florida
$418K +$45.4K +175 +14%
PAA
1870
Peregrine Asset Advisers
Oregon
$418K -$124K -479 -25%
BRA
1871
Bender Robert & Associates
California
$418K -$2.08K -8 -0.6%
AF
1872
Apexium Financial
Texas
$418K +$62.3K +240 +20%
AF
1873
Apollon Financial
South Carolina
$416K +$365K +1,407 New
QC
1874
Quent Capital
New York
$415K -$11.7K -45 -3%
LCM
1875
Lazari Capital Management
California
$415K -$50.6K -195 -12%
73 74
75
76 77