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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1176
LexAurum Advisors
Kansas
$302K +$40K +337 +16%
WBG
1177
Wharton Business Group
Pennsylvania
$301K – – –
JIP
1178
Jaffetilchin Investment Partners
Florida
$301K +$282K +2,377 New
AMG
1179
Advisors Management Group
Wisconsin
$300K -$2.96K -25 -1%
IF
1180
Intrua Financial
Texas
$300K +$253K +2,134 New
IA
1181
IFG Advisory
Georgia
$299K -$9.6K -81 -3%
SWA
1182
Stratos Wealth Advisors
Ohio
$299K +$33K +278 +13%
9WM
1183
9258 Wealth Management
Ohio
$298K -$12.2K -103 -4%
PCG
1184
Private Capital Group
Connecticut
$297K +$43.2K +364 +18%
WA
1185
Wealth Alliance
New York
$297K +$278K +2,349 New
TAM
1186
Townsend Asset Management
North Carolina
$295K -$11.3K -95 -4%
FC
1187
FORA Capital
Florida
$295K +$277K +2,333 New
AIA
1188
Avalon Investment & Advisory
Texas
$294K -$64K -540 -19%
CIC
1189
Crawford Investment Counsel
Georgia
$293K +$12.1K +102 +5%
HFA
1190
High Falls Advisors
New York
$292K +$273K +2,306 New
MAM
1191
Morse Asset Management
Connecticut
$290K -$309K -2,610 -53%
CAW
1192
Cornerstone Advisors (Washington)
Washington
$290K +$830 +7 +0.3%
MCM
1193
Maryland Capital Management
Maryland
$289K -$24.4K -206 -8%
HI
1194
Human Investing
Oregon
$287K +$120K +1,010 +80%
LW
1195
Linscomb Wealth
Texas
$284K -$719K -6,063 -73%
LCM
1196
Laurion Capital Management
New York
$284K +$267K +2,249 New
RCG
1197
Rock Creek Group
District of Columbia
$283K +$265K +2,236 New
PAA
1198
Peregrine Asset Advisers
Oregon
$282K -$11.3K -95 -4%
PWM
1199
Paulson Wealth Management
Illinois
$282K +$265K +2,231 New
LDFR
1200
Lehman & Derafelo Financial Resources
Pennsylvania
$281K -$83K -700 -24%
46 47
48
49 50