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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
2251
First Nebraska Trust
Nebraska
$901K +$11.1K +16 +1%
QWM
2252
Quadcap Wealth Management
Texas
$900K -$49.2K -71 -5%
AFT
2253
Alpha Family Trust
California
$900K – – –
LBC
2254
Leigh Baldwin & Co
New York
$898K +$4.16K +6 +0.5%
LCM
2255
Lazari Capital Management
California
$898K -$47.1K -68 -5%
GM
2256
GeoWealth Management
Illinois
$897K +$60.3K +87 +7%
BCA
2257
Bay Capital Advisors
Virginia
$897K -$5.54K -8 -0.6%
SCI
2258
Silver Coast Investments
United States
$896K -$36K -52 -4%
OLA
2259
Oliver Luxxe Assets
New Jersey
$894K -$693 -1 -0.1%
KWS
2260
Keystone Wealth Services
California
$893K -$152K -220 -15%
MFP
2261
Meridian Financial Partners
Virginia
$891K +$9.7K +14 +1%
QFW
2262
QTR Family Wealth
Florida
$889K +$7.62K +11 +1%
HVIA
2263
Hudson Valley Investment Advisors
New York
$888K -$121K -175 -12%
GI
2264
GLOBALT Investments
Georgia
$888K +$868K +1,253 New
HEM
2265
Henson-Edgewater Management
Ohio
$887K +$36K +52 +4%
JTF
2266
J. Team Financial
Texas
$887K -$133K -192 -13%
NERM
2267
New England Research & Management
Illinois
$886K -$56.1K -81 -6%
EAM
2268
Evanson Asset Management
California
$886K – – –
VIP
2269
Vista Investment Partners
Oklahoma
$885K +$693 +1 +0.1%
FFA
2270
Fi3 Financial Advisors
Indiana
$885K -$114K -165 -12%
CWM
2271
Centric Wealth Management
Illinois
$885K +$1.39K +2 +0.2%
LFASL
2272
Lugano Financial Advisors SA (LFA)
Switzerland
$884K – – –
SA
2273
Sonoma Allocations
California
$884K -$20.8K -30 -2%
GHAM
2274
Gilman Hill Asset Management
Connecticut
$881K +$9K +13 +1%
GP
2275
Greenline Partners
New York
$880K – – –
89 90
91
92 93