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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1276
R.M. Davis Inc
Maine
$237K +$474 +4 +0.2%
DAS
1277
Dynamic Advisor Solutions
Arizona
$237K +$222K +1,875 New
PTP
1278
Platform Technology Partners
New York
$236K -$8.54K -72 -4%
WA
1279
WealthTrust Axiom
Pennsylvania
$236K – – –
IFG
1280
Independent Financial Group
California
$235K -$28.7K -242 -12%
CPIG
1281
Chicago Partners Investment Group
Illinois
$235K +$199K +1,681 New
AFC
1282
AFT Forsyth & Company
Florida
$234K – – –
WQ
1283
Wealth Quarterback
New Jersey
$233K -$66.5K -561 -23%
SXL
1284
Summit X LLC
Missouri
$233K -$31.7K -267 -13%
SMH
1285
Sanders Morris Harris
Texas
$233K +$219K +1,845 New
CGA
1286
Crescent Grove Advisors
Illinois
$232K +$1.54K +13 +0.7%
VCM
1287
Violich Capital Management
California
$231K -$53.4K -450 -20%
RW
1288
REDW Wealth
New Mexico
$231K – – –
WPA
1289
Winning Points Advisors
Florida
$231K – – –
IC
1290
Intersect Capital
California
$230K -$5.57K -47 -3%
MAWCM
1291
Mine & Arao Wealth Creation & Management
California
$230K +$711 +6 +0.3%
BWFA
1292
Baltimore-Washington Financial Advisors
Maryland
$229K -$201K -1,697 -94%
CHJWM
1293
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K -$10.4K -88 -5%
BWA
1294
BlueSky Wealth Advisors
North Carolina
$228K -$1.19K -10 -0.6%
CNB
1295
Camden National Bank
Maine
$228K – – –
HCM
1296
Hutchinson Capital Management
California
$228K +$4.03K +34 +2%
BAS
1297
Brown Advisory Securities
Maryland
$227K – – –
SC
1298
Schulhoff & Co
Ohio
$227K – – –
MA
1299
MONECO Advisors
Connecticut
$227K +$5.57K +47 +3%
DW
1300
Domani Wealth
Pennsylvania
$226K -$83.3K -703 -28%
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