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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1226
Greenwich Wealth Management
Connecticut
$291K +$132 +1 +0%
DFA
1227
Delta Financial Advisors
Louisiana
$291K +$282K +2,135 New
MWM
1228
Mascoma Wealth Management
New Hampshire
$290K -$66.1K -500 -19%
AIM
1229
Advantage Investment Management
Iowa
$288K -$22.3K -169 -7%
IIM
1230
Ironwood Investment Management
Massachusetts
$286K – – –
BJL
1231
Brighton Jones LLC
Washington
$286K +$20.3K +154 +8%
HS
1232
HighVista Strategies
Massachusetts
$286K +$39.6K +300 +17%
SCM
1233
Sandler Capital Management
New York
$286K +$277K +2,100 New
HBT
1234
Hills Bank & Trust
Iowa
$285K -$16.6K -126 -6%
NWM
1235
Northwest Wealth Management
Iowa
$284K -$6.87K -52 -2%
BI
1236
Ballast Inc
Kentucky
$284K – – –
KFS
1237
Kurt F. Somerville
$282K -$241K -1,825 -47%
BWA
1238
Burt Wealth Advisors
Maryland
$282K – – –
AA
1239
Advisory Alpha
Michigan
$282K +$21.5K +163 +9%
CFA
1240
Capstone Financial Advisors
Illinois
$281K -$1.19K -9 -0.4%
CVM
1241
Cheviot Value Management
California
$280K -$5.15K -39 -2%
SFSG
1242
Stearns Financial Services Group
North Carolina
$280K -$1.85K -14 -0.7%
EIA
1243
Eldridge Investment Advisors
New Hampshire
$276K – – –
MVA
1244
Mount Vernon Associates
Maryland
$276K – – –
EWM
1245
Empirical Wealth Management
Washington
$275K -$19K -144 -7%
AMG
1246
Advisors Management Group
Wisconsin
$275K – – –
O
1247
Ossiam
France
$274K +$266K +2,011 New
WKWM
1248
Walter & Keenan Wealth Management
Indiana
$273K -$5.29K -40 -2%
CCG
1249
Ceeto Capital Group
Florida
$273K – – –
TWM
1250
Tolleson Wealth Management
Texas
$273K – – –
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