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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1076
Cerity Partners OCIO
New York
$722K -$181K -1,068 -21%
CFN
1077
Cordasco Financial Network
Florida
$721K -$64.3K -379 -9%
ANRIA
1078
American National Registered Investment Advisor
Texas
$720K – – –
DHFB
1079
Dixon Hubard Feinour & Brown
Virginia
$718K – – –
FCA
1080
FinTrust Capital Advisors
South Carolina
$717K -$85K -501 -11%
FAM
1081
Flaharty Asset Management
Florida
$716K +$667K +3,935 New
MOS
1082
MGO One Seven
Ohio
$712K +$11.2K +66 +2%
MFG
1083
Menard Financial Group
Texas
$707K +$55.6K +328 +9%
TAM
1084
Taurus Asset Management
New York
$706K – – –
RM
1085
Resource Management
Louisiana
$706K +$37.8K +223 +6%
PFA
1086
Pathway Financial Advisors
Vermont
$704K – – –
BEI
1087
Benjamin Edwards Inc
Missouri
$703K -$93.9K -554 -13%
CT
1088
Cambridge Trust
Massachusetts
$703K +$51.6K +304 +9%
TPWA
1089
TRUE Private Wealth Advisors
Oregon
$700K -$16.8K -99 -3%
WA
1090
Wealth Alliance
New York
$698K +$125K +738 +24%
IWA
1091
IVC Wealth Advisors
Pennsylvania
$695K +$647K +3,817 New
BA
1092
Ballast Advisors
Minnesota
$694K +$65.3K +385 +11%
WMC
1093
Westwood Management Corporation
Illinois
$692K +$644K +3,800 New
CHA
1094
Carmichael Hill & Associates
Maryland
$691K +$1.02K +6 +0.2%
LNWTC
1095
Laird Norton Wetherby Trust Company
Washington
$689K +$642K +3,788 New
QPWM
1096
Quadrant Private Wealth Management
Pennsylvania
$688K -$332K -1,960 -34%
FMLI
1097
Fukoku Mutual Life Insurance
Japan
$688K – – –
EWM
1098
Empirical Wealth Management
Washington
$688K +$195K +1,148 +44%
SFG
1099
Summit Financial Group
West Virginia
$686K -$14.4K -85 -2%
BHIA
1100
Birch Hill Investment Advisors
Massachusetts
$684K – – –
42 43
44
45 46