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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1276
Dynamic Advisor Solutions
Arizona
$237K +$222K +1,875 New
PTP
1277
Platform Technology Partners
New York
$236K -$8.54K -72 -4%
WA
1278
WealthTrust Axiom
Pennsylvania
$236K – – –
IFG
1279
Independent Financial Group
California
$235K -$28.7K -242 -12%
CPIG
1280
Chicago Partners Investment Group
Illinois
$235K +$199K +1,681 New
AFC
1281
AFT Forsyth & Company
Florida
$234K – – –
WQ
1282
Wealth Quarterback
New Jersey
$233K -$66.5K -561 -23%
SXL
1283
Summit X LLC
Missouri
$233K -$31.7K -267 -13%
SMH
1284
Sanders Morris Harris
Texas
$233K +$219K +1,845 New
CGA
1285
Crescent Grove Advisors
Illinois
$232K +$1.54K +13 +0.7%
VCM
1286
Violich Capital Management
California
$231K -$53.4K -450 -20%
RW
1287
REDW Wealth
New Mexico
$231K – – –
WPA
1288
Winning Points Advisors
Florida
$231K – – –
IC
1289
Intersect Capital
California
$230K -$5.57K -47 -3%
MAWCM
1290
Mine & Arao Wealth Creation & Management
California
$230K +$711 +6 +0.3%
BWFA
1291
Baltimore-Washington Financial Advisors
Maryland
$229K -$201K -1,697 -94%
CHJWM
1292
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K -$10.4K -88 -5%
BWA
1293
BlueSky Wealth Advisors
North Carolina
$228K -$1.19K -10 -0.6%
CNB
1294
Camden National Bank
Maine
$228K – – –
HCM
1295
Hutchinson Capital Management
California
$228K +$4.03K +34 +2%
BAS
1296
Brown Advisory Securities
Maryland
$227K – – –
SC
1297
Schulhoff & Co
Ohio
$227K – – –
MA
1298
MONECO Advisors
Connecticut
$227K +$5.57K +47 +3%
DW
1299
Domani Wealth
Pennsylvania
$226K -$83.3K -703 -28%
GAMC
1300
Garner Asset Management Corp
Texas
$226K -$4.74K -40 -2%
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