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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
1151
Garner Asset Management Corp
Texas
$341K -$13.9K -100 -4%
CPO
1152
Cerity Partners OCIO
New York
$341K -$6.8K -49 -2%
TWM
1153
Torch Wealth Management
Ohio
$339K -$48.4K -349 -14%
BIC
1154
Beach Investment Counsel
Pennsylvania
$339K – – –
GIA
1155
GHP Investment Advisors
Colorado
$338K – – –
XS
1156
XML Securities
Maryland
$338K +$297K +2,142 New
WP
1157
WealthSource Partners
California
$337K -$72.7K -524 -20%
SCM
1158
Southport Capital Management
Tennessee
$335K +$64.5K +465 +28%
MCM
1159
MAI Capital Management
Ohio
$334K -$15.4K -111 -5%
SCM
1160
Stevens Capital Management
Pennsylvania
$333K -$40.8M -294,169 -99%
CCT
1161
Chemung Canal Trust
New York
$333K -$6.38K -46 -2%
LIC
1162
Lodestar Investment Counsel
Illinois
$333K +$293K +2,112 New
WCM
1163
Windsor Capital Management
Arizona
$332K -$267K -1,923 -48%
BWM
1164
BigSur Wealth Management
Florida
$332K -$69.4K -500 -19%
BAM
1165
Brave Asset Management
New Jersey
$332K – – –
SBSB
1166
Sullivan, Bruyette, Speros & Blaney
Virginia
$331K -$17.9K -129 -6%
DAM
1167
Doheny Asset Management
California
$331K -$17.5K -126 -6%
IIM
1168
Ironwood Investment Management
Massachusetts
$331K – – –
SMH
1169
Sanders Morris Harris
Texas
$331K – – –
WKWM
1170
Walter & Keenan Wealth Management
Indiana
$329K – – –
MOS
1171
MGO One Seven
Ohio
$329K +$289K +2,087 New
SYBT
1172
Stock Yards Bank & Trust
Kentucky
$328K -$12.1K -87 -4%
BFPW
1173
BOK Financial Private Wealth
Colorado
$328K +$13.9K +100 +5%
CA
1174
Cortland Associates
Missouri
$328K +$289K +2,082 New
IWA
1175
IBEX Wealth Advisors
New Jersey
$326K -$46.2K -333 -14%
45 46
47
48 49