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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2076
Accel Wealth Management
Iowa
$218K +$65.8K +295 +50%
EWA
2077
ERTS Wealth Advisors
Michigan
$218K -$43.5K -195 -18%
MAM
2078
Meeder Asset Management
Ohio
$218K -$18.1K -81 -8%
MME
2079
Meag Munich Ergo
Germany
$217K -$5.5M -24,689 -97%
LTI
2080
Laffer Tengler Investments
Tennessee
$217K -$804K -3,607 -80%
TC
2081
Trust Company
Kansas
$217K -$520K -2,331 -73%
CWM
2082
Centric Wealth Management
Illinois
$216K +$194K +868 New
AWM
2083
Adams Wealth Management
Utah
$216K – – –
OCM
2084
Orion Capital Management
California
$215K +$1.11K +5 +0.6%
OPWM
2085
Oxinas Partners Wealth Management
Indiana
$215K +$195K +874 New
SPC
2086
Stewart & Patten Company
California
$215K -$27.9K -125 -13%
BA
2087
Ballew Advisors
Mississippi
$215K – – –
ST
2088
Sabal Trust
Florida
$215K -$30.8K -138 -14%
PVM
2089
Palogic Value Management
Texas
$215K -$8.47K -38 -4%
PSCM
2090
Per Stirling Capital Management
Texas
$214K -$194K -869 -50%
PIAS
2091
PCA Investment Advisory Services
Ohio
$214K +$194K +870 New
AIFAIM
2092
American Institute for Advanced Investment Management
Arizona
$214K -$19.8K -89 -9%
FDCC
2093
Foster Dykema Cabot & Co
Massachusetts
$214K +$43.5K +195 +29%
AA
2094
AlphaQ Advisors
Florida
$213K +$193K +867 New
EBA
2095
Eagle Bay Advisors
New York
$213K -$12K -54 -6%
WMA
2096
West Michigan Advisors
Michigan
$213K +$193K +865 New
EFM
2097
E Fund Management
China
$212K -$24.3K -109 -11%
RCM
2098
Requisite Capital Management
Texas
$209K +$190K +851 New
PI
2099
PFG Investments
New York
$209K +$190K +850 New
CW
2100
Cook Wealth
North Carolina
$209K +$180K +809 New
82 83
84
85 86