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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1176
Johanson Financial Advisors
California
$326K +$1.25K +9 +0.4%
ACP
1177
Arcus Capital Partners
Georgia
$325K – – –
FCFC
1178
First Commonwealth Financial Corp
Pennsylvania
$322K +$283K +2,043 New
AC
1179
Abbrea Capital
California
$321K +$52.7K +380 +23%
WP
1180
WealthPLAN Partners
Nebraska
$320K +$22.6K +163 +9%
PP
1181
Patten & Patten
Tennessee
$318K +$25K +180 +10%
EAM
1182
Evanson Asset Management
California
$315K -$38.4K -277 -12%
PWM
1183
Paulson Wealth Management
Illinois
$315K +$277K +2,000 New
SHGA
1184
Sand Hill Global Advisors
California
$312K -$77.3K -557 -22%
ACA
1185
Anchor Capital Advisors
Massachusetts
$312K – – –
HA
1186
Hamel Associates
New Jersey
$311K – – –
AWM
1187
Altium Wealth Management
New York
$311K +$274K +1,974 New
4IG
1188
440 Investment Group
Kansas
$303K +$267K +1,922 New
AMM
1189
American Money Management
California
$302K -$85.6K -617 -24%
DE
1190
Day & Ennis
Georgia
$302K -$13.6K -98 -5%
TIM
1191
Total Investment Management
Arizona
$301K – – –
GLI
1192
Guardian Life Insurance
New York
$301K +$79.1K +570 +42%
FFC
1193
First Financial Corp
Indiana
$300K – – –
ECM
1194
Estabrook Capital Management
New York
$299K – – –
WF
1195
WoodTrust Financial
Wisconsin
$299K +$264K +1,900 New
CW
1196
Cobiz Wealth
Colorado
$298K +$262K +1,888 New
AWA
1197
Acorn Wealth Advisors
Michigan
$296K +$251K +1,813 New
LFA
1198
Legacy Financial Advisors
Kentucky
$294K +$259K +1,866 New
CCP
1199
Corient Capital Partners
California
$293K -$9.85K -71 -4%
NSB
1200
Norway Savings Bank
Maine
$293K -$2.77K -20 -1%
46 47
48
49 50