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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSG
1126
Planning Solutions Group
Maryland
$403K +$122K +922 +45%
VNA
1127
Valley National Advisers
Pennsylvania
$402K +$133 +1 +0%
SMFS
1128
Squar Milner Financial Services
California
$401K – – –
LWAC
1129
Laurel Wealth Advisors (California)
California
$401K +$60.6K +456 +18%
TAIM
1130
TD Ameritrade Investment Management
Nebraska
$399K +$135K +1,017 +53%
SFP
1131
Shepherd Financial Partners
Massachusetts
$397K -$186K -1,404 -32%
CCMD
1132
Cypress Capital Management (Delaware)
Delaware
$396K – – –
BWM
1133
Buckley Wealth Management
Nevada
$396K +$2.66K +20 +0.7%
IIC
1134
Ironwood Investment Counsel
Arizona
$396K +$17.1K +129 +5%
CIA
1135
Choate Investment Advisors
Massachusetts
$396K +$46.5K +350 +14%
RWM
1136
Ritholtz Wealth Management
New York
$395K -$107K -805 -22%
CBT
1137
Capital Bank & Trust
California
$394K -$133K -1,000 -26%
WA1
1138
Wimmer Associates 1
California
$394K – – –
BFIM
1139
Beese Fulmer Investment Management
Ohio
$393K -$3.32K -25 -0.9%
CWM
1140
Concentric Wealth Management
California
$393K – – –
FHA
1141
Flagship Harbor Advisors
Massachusetts
$392K -$61.6K -464 -14%
AP
1142
Atwood & Palmer
Missouri
$391K – – –
CWM
1143
Circle Wealth Management
New Jersey
$391K – – –
HWA
1144
HHM Wealth Advisors
Tennessee
$391K +$64.4K +485 +20%
FFSOTS
1145
Fiduciary Financial Services of The Southwest
Texas
$390K -$247K -1,862 -39%
SBL
1146
Sargent Bickham Lagudis
Colorado
$390K -$17K -128 -4%
BPWA
1147
Beacon Pointe Wealth Advisors
California
$390K -$3.19K -24 -0.8%
HA
1148
Halsey Associates
Connecticut
$390K +$3.98K +30 +1%
AIC
1149
Archer Investment Corporation
Indiana
$390K +$319K +2,400 +505%
V
1150
VeraBank
Texas
$387K – – –
44 45
46
47 48