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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1276
9258 Wealth Management
Ohio
$459K +$170 +1 +0%
FMW
1277
Farr Miller & Washington
District of Columbia
$459K +$19.2K +113 +5%
PFM
1278
Parsec Financial Management
North Carolina
$457K – – –
MFG
1279
Magnus Financial Group
New York
$456K +$53.2K +314 +14%
ACM
1280
Aljian Capital Management
Nevada
$455K +$170K +1,000 +67%
BWA
1281
Bordeaux Wealth Advisors
California
$455K +$424K +2,500 New
RT
1282
Rockland Trust
Massachusetts
$454K -$17.8K -105 -4%
IA
1283
IFG Advisory
Georgia
$453K +$5.26K +31 +1%
PFBT
1284
Parkside Financial Bank & Trust
Missouri
$452K +$39.5K +233 +10%
CAM
1285
CenterStar Asset Management
Illinois
$450K – – –
WMP
1286
Wealth Management Partners
Arizona
$450K +$407K +2,401 New
CIM
1287
CIM Investment Management
Pennsylvania
$449K -$6.44K -38 -2%
DIA
1288
Davidson Investment Advisors
Montana
$449K – – –
TAM
1289
Trillium Asset Management
Massachusetts
$449K – – –
TFO
1290
Tarbox Family Office
California
$448K -$339 -2 -0.1%
ZF
1291
Zhang Financial
Michigan
$448K +$49.3K +291 +13%
AT
1292
Arden Trust
Delaware
$445K – – –
AA
1293
Ancora Advisors
Ohio
$444K +$102K +600 +33%
RFM
1294
Royal Fund Management
Florida
$443K +$23.7K +140 +6%
P
1295
Pitcairn
Pennsylvania
$441K -$19.2K -113 -4%
EWA
1296
ERTS Wealth Advisors
Michigan
$441K -$17.8K -105 -4%
AL
1297
Aspiriant LLC
California
$440K +$4.07K +24 +1%
EAM
1298
Evanson Asset Management
California
$440K +$48.8K +288 +14%
TFA
1299
Toth Financial Advisory
Virginia
$439K +$44.6K +263 +12%
WP
1300
WealthSource Partners
California
$438K -$9.67K -57 -2%
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