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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
1076
Eldridge Investment Advisors
New Hampshire
$974K – – –
DHFB
1077
Dixon Hubard Feinour & Brown
Virginia
$974K +$143K +708 +18%
NP
1078
NorthRock Partners
Minnesota
$973K +$227K +1,128 +32%
RWA
1079
River Wealth Advisors
Pennsylvania
$972K +$604 +3 +0.1%
MPM
1080
MBB Public Markets
Illinois
$968K +$943K +4,682 New
SSW
1081
Stone Summit Wealth
Florida
$964K +$936K +4,646 New
JSC
1082
Jackson Square Capital
California
$962K -$28.6K -142 -3%
FAM
1083
Flaharty Asset Management
Florida
$958K – – –
WR
1084
WD Rutherford
Oregon
$955K +$30.2K +150 +3%
ESCM
1085
Echo Street Capital Management
New York
$955K +$163K +810 +21%
SAM
1086
Sequent Asset Management
Texas
$953K -$381K -1,890 -29%
RIA
1087
Realta Investment Advisors
Delaware
$950K +$87.2K +433 +10%
PFT
1088
Providence First Trust
Arizona
$947K – – –
TSS
1089
Two Sigma Securities
New York
$946K -$156K -773 -14%
MWM
1090
Maltin Wealth Management
New Jersey
$944K +$920K +4,567 New
CSB
1091
City State Bank
Iowa
$941K +$917K +4,553 New
OIA
1092
Optimum Investment Advisors
Illinois
$940K – – –
SIMG
1093
Sonora Investment Management Group
Arizona
$940K +$915K +4,546 New
NQWM
1094
Northwest Quadrant Wealth Management
Oregon
$937K -$33.2K -165 -4%
TA
1095
TKG Advisors
Indiana
$936K +$911K +4,526 New
AAMC
1096
Asset Allocation & Management Company
Illinois
$936K +$912K +4,527 New
WOC
1097
West Oak Capital
California
$934K +$12.1K +60 +1%
SIG
1098
Stonegate Investment Group
Alabama
$934K +$910K +4,519 New
PIMG
1099
Patriot Investment Management Group
Tennessee
$927K -$65.6K -326 -7%
MJP
1100
Michael J. Puzo
$925K +$80.5K +400 +10%
42 43
44
45 46