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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1251
Beach Investment Counsel
Pennsylvania
$318K – – –
HR
1252
Hayden Royal
North Carolina
$316K -$673K -4,822 -68%
GPFA
1253
Game Plan Financial Advisors
Ohio
$316K +$299K +2,140 New
PL
1254
Plancorp LLC
Missouri
$313K +$4.75K +34 +2%
EAM
1255
Evanson Asset Management
California
$311K -$103K -740 -26%
TF
1256
Tompkins Financial
New York
$311K -$22.3K -160 -7%
GTAM
1257
Global Trust Asset Management
Florida
$310K – – –
IIM
1258
Ironwood Investment Management
Massachusetts
$310K – – –
BP
1259
BBR Partners
New York
$309K +$292K +2,090 New
HI
1260
Human Investing
Oregon
$308K +$19.1K +137 +7%
FFG
1261
Frisch Financial Group
New York
$307K +$14K +100 +5%
GSWM
1262
Golden State Wealth Management
California
$306K -$155K -1,109 -35%
TIM
1263
Total Investment Management
Arizona
$306K +$140 +1 +0%
TC
1264
TAP Consulting
Missouri
$306K +$25K +179 +9%
IAP
1265
Indie Asset Partners
Indiana
$306K +$289K +2,073 New
CWM
1266
Cornerstone Wealth Management
Missouri
$305K -$196K -1,408 -41%
NAS
1267
Nicolet Advisory Services
Wisconsin
$305K +$8.37K +60 +3%
GAMC
1268
Garner Asset Management Corp
Texas
$304K – – –
MSR
1269
Main Street Research
Connecticut
$304K – – –
DE
1270
Day & Ennis
Georgia
$304K +$279 +2 +0.1%
NIA
1271
Northstar Investment Advisors
Colorado
$303K – – –
HH
1272
Hilltop Holdings
Texas
$301K -$42.6K -305 -13%
DFA
1273
Delta Financial Advisors
Louisiana
$301K – – –
AWA
1274
Acorn Wealth Advisors
Michigan
$301K +$1.81K +13 +0.6%
MVA
1275
Mount Vernon Associates
Maryland
$299K – – –
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