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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1251
Hancock Whitney
Mississippi
$817K -$27.9K -128 -4%
LNWTC
1252
Laird Norton Wetherby Trust Company
Washington
$817K +$742K +3,410 New
EHC
1253
Everett Harris & Co
California
$816K +$44.8K +206 +6%
BBL
1254
Beck Bode LLC
Massachusetts
$815K +$168K +774 +29%
JSC
1255
Jackson Square Capital
California
$815K -$21.1K -97 -3%
VCM
1256
Virtue Capital Management
Tennessee
$815K +$740K +3,401 New
CWM
1257
Concentric Wealth Management
California
$815K -$65.3K -300 -8%
CRIG
1258
Charter Research & Investment Group
Connecticut
$815K – – –
NSB
1259
Norway Savings Bank
Maine
$813K +$35.9K +165 +5%
WA
1260
Wealth Architects
California
$812K -$7.84K -36 -1%
BA
1261
Ballast Advisors
Minnesota
$812K -$8.93K -41 -1%
AT
1262
American Trust
Kentucky
$811K +$331K +1,520 +81%
RPCONE
1263
Retirement Planning Company of New England
Rhode Island
$810K +$2.18K +10 +0.3%
FF
1264
Friedenthal Financial
New Jersey
$810K +$736K +3,380 New
CFG
1265
Cooper Financial Group
California
$810K -$30K -138 -4%
TNB
1266
Thomasville National Bank
Georgia
$807K -$43.5K -200 -6%
4WM
1267
44 Wealth Management
Oregon
$806K -$34K -156 -4%
CFP
1268
Catalyst Financial Partners
Massachusetts
$804K +$731K +3,357 New
MAG
1269
MRA Advisory Group
New Jersey
$804K -$67.3K -309 -8%
SFS
1270
Stiles Financial Services
Minnesota
$803K -$67.9K -312 -9%
LWAM
1271
Legacy Wealth Asset Management
Minnesota
$799K -$10.9K -50 -1%
MWM
1272
Modera Wealth Management
New Jersey
$798K -$35.7K -164 -5%
RMDI
1273
R.M. Davis Inc
Maine
$798K -$255K -1,171 -26%
HFM
1274
Harvest Fund Management
China
$798K +$384K +1,763 +112%
IA
1275
Insight Advisors
Pennsylvania
$796K -$141K -647 -16%
49 50
51
52 53