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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1251
Empirical Wealth Management
Washington
$293K +$68.5K +516 +31%
GAMC
1252
Garner Asset Management Corp
Texas
$292K -$26.6K -200 -8%
GLA
1253
Good Life Advisors
Pennsylvania
$292K -$19.3K -145 -6%
BIC
1254
Beach Investment Counsel
Pennsylvania
$291K – – –
GC
1255
Grace Capital
Massachusetts
$291K +$286K +2,150 New
GWM
1256
Greenwich Wealth Management
Connecticut
$290K +$31.5K +237 +12%
NWM
1257
Northwest Wealth Management
Iowa
$289K +$1.2K +9 +0.4%
FIM
1258
Freedom Investment Management
Connecticut
$286K -$1.29M -9,684 -82%
1WA
1259
180 Wealth Advisors
Washington
$286K +$61.2K +461 +27%
IIM
1260
Ironwood Investment Management
Massachusetts
$285K – – –
CVM
1261
Cheviot Value Management
California
$283K +$133 +1 +0%
BI
1262
Ballast Inc
Kentucky
$282K – – –
SFSG
1263
Stearns Financial Services Group
North Carolina
$280K -$29.5K -222 -10%
BWA
1264
Burt Wealth Advisors
Maryland
$280K – – –
ITIM
1265
Indiana Trust & Investment Management
Indiana
$280K +$13.3K +100 +5%
CFA
1266
Capstone Financial Advisors
Illinois
$280K +$29K +218 +12%
JFA
1267
Johanson Financial Advisors
California
$279K +$1.59K +12 +0.6%
GAM
1268
Gould Asset Management
California
$278K +$272K +2,049 New
WKWM
1269
Walter & Keenan Wealth Management
Indiana
$276K -$6.64K -50 -2%
MVA
1270
Mount Vernon Associates
Maryland
$275K – – –
EIA
1271
Eldridge Investment Advisors
New Hampshire
$274K -$4.65K -35 -2%
PP
1272
Patten & Patten
Tennessee
$274K – – –
CAW
1273
Cornerstone Advisors (Washington)
Washington
$274K +$34.9K +263 +15%
FBT
1274
First Bankers Trust
Kentucky
$273K -$268K -2,017 -50%
AWA
1275
Acorn Wealth Advisors
Michigan
$273K +$1.46K +11 +0.6%
49 50
51
52 53