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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1176
Acorn Wealth Advisors
Michigan
$302K +$16.5K +139 +6%
LA
1177
LexAurum Advisors
Kansas
$302K +$40K +337 +16%
WBG
1178
Wharton Business Group
Pennsylvania
$301K – – –
JIP
1179
Jaffetilchin Investment Partners
Florida
$301K +$282K +2,377 New
AMG
1180
Advisors Management Group
Wisconsin
$300K -$2.96K -25 -1%
IF
1181
Intrua Financial
Texas
$300K +$253K +2,134 New
IA
1182
IFG Advisory
Georgia
$299K -$9.6K -81 -3%
SWA
1183
Stratos Wealth Advisors
Ohio
$299K +$33K +278 +13%
9WM
1184
9258 Wealth Management
Ohio
$298K -$12.2K -103 -4%
PCG
1185
Private Capital Group
Connecticut
$297K +$43.2K +364 +18%
WA
1186
Wealth Alliance
New York
$297K +$278K +2,349 New
TAM
1187
Townsend Asset Management
North Carolina
$295K -$11.3K -95 -4%
FC
1188
FORA Capital
Florida
$295K +$277K +2,333 New
AIA
1189
Avalon Investment & Advisory
Texas
$294K -$64K -540 -19%
CIC
1190
Crawford Investment Counsel
Georgia
$293K +$12.1K +102 +5%
HFA
1191
High Falls Advisors
New York
$292K +$273K +2,306 New
MAM
1192
Morse Asset Management
Connecticut
$290K -$309K -2,610 -53%
CAW
1193
Cornerstone Advisors (Washington)
Washington
$290K +$830 +7 +0.3%
MCM
1194
Maryland Capital Management
Maryland
$289K -$24.4K -206 -8%
HI
1195
Human Investing
Oregon
$287K +$120K +1,010 +80%
LW
1196
Linscomb Wealth
Texas
$284K -$719K -6,063 -73%
LCM
1197
Laurion Capital Management
New York
$284K +$267K +2,249 New
RCG
1198
Rock Creek Group
District of Columbia
$283K +$265K +2,236 New
PAA
1199
Peregrine Asset Advisers
Oregon
$282K -$11.3K -95 -4%
PWM
1200
Paulson Wealth Management
Illinois
$282K +$265K +2,231 New
46 47
48
49 50