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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
2226
Oliver Luxxe Assets
New Jersey
$724K -$124K -223 -15%
BAG
2227
Bridgewealth Advisory Group
California
$723K +$1.67K +3 +0.2%
TA
2228
TFB Advisors
Kansas
$722K -$50.6K -91 -7%
LBC
2229
Leigh Baldwin & Co
New York
$722K +$120K +216 +21%
FNT
2230
First Nebraska Trust
Nebraska
$720K – – –
CF
2231
Convergence Financial
Missouri
$719K +$8.89K +16 +1%
CSPIA
2232
Cary Street Partners Investment Advisory
Virginia
$716K +$28.3K +51 +4%
EAM
2233
Evanson Asset Management
California
$716K – – –
TAM
2234
Townsend Asset Management
North Carolina
$716K – – –
VIP
2235
Vista Investment Partners
Oklahoma
$715K -$3.89K -7 -0.6%
LFASL
2236
Lugano Financial Advisors SA (LFA)
Switzerland
$714K – – –
WIM
2237
Warwick Investment Management
Texas
$714K +$6.67K +12 +1%
WETS
2238
Wealth Enhancement Trust Services
South Dakota
$714K +$693K +1,246 New
VCM
2239
Virtue Capital Management
Tennessee
$713K -$566K -1,019 -46%
FFL
2240
Future Fund LLC
Illinois
$713K -$474K -852 -41%
GP
2241
Greenline Partners
New York
$712K – – –
LA
2242
LVW Advisors
New York
$710K -$225K -404 -25%
PWM
2243
Parkway Wealth Management
Texas
$710K +$689K +1,239 New
MCM
2244
Monarch Capital Management
Indiana
$709K – – –
API
2245
Asset Planning Inc
California
$707K +$1.11K +2 +0.2%
JF
2246
Joule Financial
Kentucky
$707K +$2.22K +4 +0.3%
WI
2247
Wealth Intelligence
Georgia
$706K +$685K +1,232 New
GHAM
2248
Gilman Hill Asset Management
Connecticut
$705K +$11.1K +20 +2%
NBWM
2249
North Berkeley Wealth Management
California
$703K +$111K +200 +19%
NFC
2250
Northstar Financial Companies
Pennsylvania
$700K +$13.9K +25 +2%
88 89
90
91 92