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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1301
First Heartland Consultants
Missouri
$742K +$32.9K +136 +4%
CHA
1302
Carmichael Hill & Associates
Maryland
$740K -$9.91K -41 -1%
CT
1303
Colonial Trust
South Carolina
$740K +$5.08K +21 +0.7%
OTL
1304
Oak Thistle LLC
New York
$740K +$781K +3,232 New
CCFM
1305
Clear Creek Financial Management
Washington
$740K +$242 +1 +0%
SFS
1306
Security Financial Services
Indiana
$739K +$242 +1 +0%
TC
1307
Trust Company
Kansas
$735K – – –
AP
1308
Atwood & Palmer
Missouri
$734K – – –
WE
1309
Wealth Effects
Massachusetts
$732K -$28.8K -119 -4%
TIA
1310
Tiemann Investment Advisors
California
$732K +$39.2K +162 +5%
KWMG
1311
King Wealth Management Group
Florida
$731K -$4.35K -18 -0.6%
CWM
1312
Concentric Wealth Management
California
$730K -$50.8K -210 -6%
PFSC
1313
Peoples Financial Services Corp
Pennsylvania
$729K +$135K +559 +21%
JWM
1314
JGP Wealth Management
Oregon
$729K +$463K +1,916 +151%
AIC
1315
Archer Investment Corporation
Indiana
$729K – – –
SWA
1316
Sutton Wealth Advisors
Florida
$728K -$252K -1,042 -25%
DMBA
1317
Deseret Mutual Benefit Administrators
Utah
$728K -$11.6K -48 -1%
PFA
1318
Pathway Financial Advisors
Vermont
$724K – – –
SAG
1319
SageView Advisory Group
California
$723K -$223K -924 -23%
MFG
1320
Magnus Financial Group
New York
$722K +$179K +739 +31%
CPA
1321
Cardiff Park Advisors
California
$721K +$2.9K +12 +0.4%
GWM
1322
Gray Wealth Management
Maine
$721K +$16.4K +68 +2%
DFG
1323
Delta Financial Group
New Jersey
$720K +$393K +1,625 +107%
RPC
1324
Rossmore Private Capital
Connecticut
$719K -$15.5K -64 -2%
SAM
1325
SignalPoint Asset Management
Missouri
$719K -$101K -416 -12%
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