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Caterpillar
CAT

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