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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
3526
State of Wyoming
Wyoming
$194K -$693 -1 -0.4%
MPW
3527
MASECO Private Wealth
$193K +$15.2K +22 +9%
CYG
3528
Clean Yield Group
Vermont
$191K – – –
SFS
3529
Sunrise Financial Services
Washington
$191K +$10.4K +15 +6%
MUMSS
3530
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K -$357K -516 -66%
3FI
3531
3 Factor Indexing
California
$189K +$185K +267 New
MCP
3532
Miller Capital Partners
Michigan
$188K – – –
DWA
3533
Delos Wealth Advisors
Texas
$182K -$20.8K -30 -10%
TCM
3534
Triumph Capital Management
Colorado
$181K -$24.2K -35 -12%
FC
3535
Fairscale Capital
New Hampshire
$179K – – –
CAL
3536
Capital Advisors Ltd
Ohio
$178K +$14.5K +21 +9%
MIM
3537
MTM Investment Management
South Carolina
$178K – – –
SJIM
3538
St. Johns Investment Management
Florida
$177K – – –
HWM
3539
Horizons Wealth Management
North Carolina
$176K – – –
DWM
3540
Darwin Wealth Management
Florida
$175K – – –
JFA
3541
JNBA Financial Advisors
Minnesota
$174K -$3.46K -5 -2%
WA
3542
WPG Advisers
Maryland
$171K -$24.9K -36 -13%
WWM
3543
Wolff Wiese Magana
California
$169K +$4.85K +7 +3%
1CP
3544
1015 Capital Partners
Pennsylvania
$169K +$693 +1 +0.4%
SIM
3545
Synergy Investment Management
Florida
$165K +$161K +233 New
MGI
3546
Miller Global Investments
Texas
$165K +$161K +233 New
SR
3547
Swiss Re
Switzerland
$162K – – –
WAS
3548
Winch Advisory Services
Wisconsin
$160K -$18K -26 -10%
BL
3549
BFSG LLC
California
$159K +$693 +1 +0.4%
HFS
3550
Hughes Financial Services
Virginia
$158K +$2.77K +4 +2%
140 141
142
143 144