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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1301
Carmichael Hill & Associates
Maryland
$740K -$9.91K -41 -1%
CT
1302
Colonial Trust
South Carolina
$740K +$5.08K +21 +0.7%
OTL
1303
Oak Thistle LLC
New York
$740K +$781K +3,232 New
CCFM
1304
Clear Creek Financial Management
Washington
$740K +$242 +1 +0%
SFS
1305
Security Financial Services
Indiana
$739K +$242 +1 +0%
TC
1306
Trust Company
Kansas
$735K – – –
AP
1307
Atwood & Palmer
Missouri
$734K – – –
WE
1308
Wealth Effects
Massachusetts
$732K -$28.8K -119 -4%
TIA
1309
Tiemann Investment Advisors
California
$732K +$39.2K +162 +5%
KWMG
1310
King Wealth Management Group
Florida
$731K -$4.35K -18 -0.6%
CWM
1311
Concentric Wealth Management
California
$730K -$50.8K -210 -6%
PFSC
1312
Peoples Financial Services Corp
Pennsylvania
$729K +$135K +559 +21%
JWM
1313
JGP Wealth Management
Oregon
$729K +$463K +1,916 +151%
AIC
1314
Archer Investment Corporation
Indiana
$729K – – –
SWA
1315
Sutton Wealth Advisors
Florida
$728K -$252K -1,042 -25%
DMBA
1316
Deseret Mutual Benefit Administrators
Utah
$728K -$11.6K -48 -1%
PFA
1317
Pathway Financial Advisors
Vermont
$724K – – –
SAG
1318
SageView Advisory Group
California
$723K -$223K -924 -23%
MFG
1319
Magnus Financial Group
New York
$722K +$179K +739 +31%
CPA
1320
Cardiff Park Advisors
California
$721K +$2.9K +12 +0.4%
GWM
1321
Gray Wealth Management
Maine
$721K +$16.4K +68 +2%
DFG
1322
Delta Financial Group
New Jersey
$720K +$393K +1,625 +107%
RPC
1323
Rossmore Private Capital
Connecticut
$719K -$15.5K -64 -2%
SAM
1324
SignalPoint Asset Management
Missouri
$719K -$101K -416 -12%
CA
1325
Clearstead Advisors
Ohio
$716K -$32.9K -136 -4%
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