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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2076
Sandy Cove Advisors
Massachusetts
$603K +$13.7K +32 +3%
DTC
2077
Davidson Trust Company
Washington
$602K – – –
IIA
2078
ICW Investment Advisors
Arizona
$601K +$427 +1 +0.1%
NB
2079
Northwest Bancshares
Pennsylvania
$601K – – –
VAS
2080
Vestmark Advisory Solutions
Massachusetts
$601K +$538K +1,260 New
BAG
2081
Bridgewealth Advisory Group
California
$601K +$854 +2 +0.2%
SIM
2082
Sentry Investment Management
Wisconsin
$600K -$138K -324 -21%
VIP
2083
Vista Investment Partners
Oklahoma
$600K +$7.68K +18 +1%
FNT
2084
First Nebraska Trust
Nebraska
$599K +$21.3K +50 +4%
AFPL
2085
Advus Financial Partners, LLC
Florida
$599K -$11.1K -26 -2%
DWM
2086
Destination Wealth Management
California
$598K -$5.55K -13 -1%
MAM
2087
Martingale Asset Management
Massachusetts
$598K -$787K -1,843 -60%
BBA
2088
Braun-Bostich & Associates
Pennsylvania
$598K -$30.3K -71 -5%
TAM
2089
Townsend Asset Management
North Carolina
$596K -$185K -433 -26%
EAM
2090
Evanson Asset Management
California
$596K – – –
IA
2091
Intellus Advisors
Florida
$596K -$30.3K -71 -5%
LFASL
2092
Lugano Financial Advisors SA (LFA)
Switzerland
$595K – – –
GP
2093
Greenline Partners
New York
$593K – – –
BCM
2094
Buckhead Capital Management
Georgia
$592K +$529K +1,240 New
CF
2095
Convergence Financial
Missouri
$591K -$31.2K -73 -6%
MCM
2096
Monarch Capital Management
Indiana
$590K – – –
WIM
2097
Warwick Investment Management
Texas
$589K +$34.6K +81 +7%
SSW
2098
Smith Shellnut Wilson
Mississippi
$589K +$7.68K +18 +1%
GLLW
2099
Graves Light Lenhart Wealth
Virginia
$589K – – –
API
2100
Asset Planning Inc
California
$588K +$1.28K +3 +0.2%
82 83
84
85 86