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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
2101
Lugano Financial Advisors SA (LFA)
Switzerland
$412K – – –
HBT
2102
Hills Bank & Trust
Iowa
$412K +$36.3K +102 +9%
BSB
2103
Bangor Savings Bank
Maine
$411K +$7.48K +21 +2%
IA
2104
Intellus Advisors
Florida
$411K +$356 +1 +0.1%
GSIAS
2105
Garden State Investment Advisory Services
New Jersey
$411K -$2.85K -8 -0.6%
BTWM
2106
Baker Tilly Wealth Management
Wisconsin
$411K -$17.5K -49 -4%
CCG
2107
Coastwise Capital Group
California
$410K -$145K -406 -25%
GP
2108
Greenline Partners
New York
$410K +$13.2K +37 +3%
PJWM
2109
Philip James Wealth Mangement
Georgia
$409K – – –
NFC
2110
Northstar Financial Companies
Pennsylvania
$409K -$25.3K -71 -5%
CCG
2111
Catalina Capital Group
California
$408K -$521K -1,464 -54%
SAM
2112
S.A. Mason
Michigan
$408K +$2.49K +7 +0.6%
MCM
2113
Monarch Capital Management
Indiana
$408K – – –
AMM
2114
American Money Management
California
$408K -$34.9K -98 -7%
CBT
2115
CoreFirst Bank & Trust
Kansas
$408K – – –
CAC
2116
Core Alternative Capital
Georgia
$407K -$8.9K -25 -2%
WFA
2117
WestHill Financial Advisors
California
$406K -$54.9K -154 -11%
PFG
2118
Pinnacle Financial Group
Illinois
$406K +$356 +1 +0.1%
GLLW
2119
Graves Light Lenhart Wealth
Virginia
$406K +$712 +2 +0.2%
AAA
2120
American Alpha Advisors
New York
$406K +$438K +1,231 New
GPWM
2121
Grant Private Wealth Management
California
$404K +$138K +387 +46%
PIA
2122
Perennial Investment Advisors
California
$403K +$25.6K +72 +6%
JCM
2123
J2 Capital Management
Michigan
$403K -$126K -354 -22%
CPC
2124
Congress Park Capital
New York
$402K – – –
RCG
2125
Regatta Capital Group
California
$402K +$356 +1 +0.1%
83 84
85
86 87