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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1251
Summit Securities Group
New York
$273K +$264K +2,000 New
TCPWM
1252
Traverso Chambers Private Wealth Management
California
$272K – – –
1WA
1253
180 Wealth Advisors
Washington
$271K – – –
PL
1254
Plancorp LLC
Missouri
$270K -$539K -4,079 -67%
CAW
1255
Cornerstone Advisors (Washington)
Washington
$269K -$6.21K -47 -2%
IWC
1256
Integrated Wealth Concepts
Massachusetts
$269K +$9.25K +70 +3%
BCP
1257
Blue Chip Partners
Michigan
$268K +$1.85K +14 +0.7%
PI
1258
Pettee Investors
Connecticut
$267K – – –
BFA
1259
Benedict Financial Advisors
Georgia
$267K +$2.38K +18 +0.9%
DE
1260
Day & Ennis
Georgia
$266K +$925 +7 +0.4%
BBI
1261
Baxter Bros Inc
Connecticut
$266K +$258K +1,955 New
PP
1262
Patten & Patten
Tennessee
$265K -$9.91K -75 -4%
PPP
1263
Private Portfolio Partners
New Jersey
$264K +$256K +1,939 New
HCA
1264
Heck Capital Advisors
Wisconsin
$263K -$145K -1,100 -36%
BRA
1265
Bender Robert & Associates
California
$262K – – –
IBOK
1266
Independence Bank of Kentucky
Kentucky
$259K -$49.6K -375 -16%
LOAMS
1267
Lombard Odier Asset Management (Switzerland)
Switzerland
$259K – – –
MA
1268
Montag & Associates
Georgia
$259K +$13.2K +100 +6%
9WM
1269
9258 Wealth Management
Ohio
$258K -$15.7K -119 -6%
WMA
1270
Wealth Management Associates
New Jersey
$257K +$1.45K +11 +0.6%
MSR
1271
Main Street Research
Connecticut
$257K – – –
SG
1272
StoneX Group
New York
$256K +$22.5K +170 +10%
PSG
1273
Planning Solutions Group
Maryland
$255K -$145K -1,101 -37%
FG
1274
Fiduciary Group
Georgia
$255K +$1.32K +10 +0.5%
FIA
1275
Foundations Investment Advisors
Arizona
$255K +$20.5K +155 +9%
49 50
51
52 53