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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1151
Navellier & Associates
Nevada
$982K +$21.8K +100 +3%
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$981K +$47.9K +220 +6%
MFA
1153
Mayflower Financial Advisors
Massachusetts
$979K +$8.71K +40 +1%
SAG
1154
SageView Advisory Group
California
$978K +$889K +4,083 New
FCIM
1155
Fairview Capital Investment Management
California
$975K -$9.58K -44 -1%
PWMAG
1156
Pinnacle Wealth Management Advisory Group
New Jersey
$971K +$138K +632 +18%
GIA
1157
Gladstone Institutional Advisory
Florida
$971K -$117K -539 -12%
WT
1158
Washington Trust
Rhode Island
$967K -$1.31K -6 -0.1%
MJP
1159
Michael J. Puzo
$964K – – –
TCWM
1160
Total Clarity Wealth Management
Illinois
$963K +$19.8K +91 +2%
CNFG
1161
Creegan & Nassoura Financial Group
New Hampshire
$963K – – –
LF
1162
Lantz Financial
Illinois
$960K +$28.3K +130 +3%
GCM
1163
Graham Capital Management
Connecticut
$959K +$223K +1,023 +34%
MFG
1164
Menard Financial Group
Texas
$959K -$17K -78 -2%
MF
1165
Montis Financial
Massachusetts
$959K – – –
CM
1166
Caption Management
Oklahoma
$958K +$871K +4,000 New
ACM
1167
AlphaStar Capital Management
North Carolina
$958K -$91.4K -420 -10%
SC
1168
Saybrook Capital
North Carolina
$958K – – –
QCIG
1169
Quad-Cities Investment Group
Iowa
$957K -$45.3K -208 -5%
RCM
1170
RNC Capital Management
California
$956K -$315K -1,445 -27%
TCM
1171
Telos Capital Management
California
$956K -$11.1K -51 -1%
TFA
1172
Toth Financial Advisory
Virginia
$954K +$255K +1,173 +42%
LOPW
1173
Live Oak Private Wealth
North Carolina
$954K – – –
WAM
1174
Werlinich Asset Management
Connecticut
$952K – – –
TCB
1175
Texas Capital Bancshares
Texas
$951K +$5.01K +23 +0.6%
45 46
47
48 49