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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1326
Schulhoff & Co
Ohio
$268K – – –
PWMAG
1327
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$26.7K +190 +12%
SCM
1328
Southport Capital Management
Tennessee
$268K +$28.7K +204 +13%
GAMC
1329
Garner Asset Management Corp
Texas
$267K – – –
HWA
1330
Heritage Wealth Advisors
Virginia
$266K – – –
EHWM
1331
Eads & Heald Wealth Management
Georgia
$266K +$251K +1,785 New
GCA
1332
Greenwood Capital Associates
South Carolina
$266K +$251K +1,785 New
CG
1333
Corundum Group
Colorado
$265K +$702 +5 +0.3%
RWM
1334
RKL Wealth Management
Pennsylvania
$265K +$250K +1,777 New
WKWM
1335
Walter & Keenan Wealth Management
Indiana
$264K – – –
SFG
1336
Sunburst Financial Group
Alabama
$263K – – –
SFSG
1337
Stearns Financial Services Group
North Carolina
$263K +$5.62K +40 +2%
TBNY
1338
Trustco Bank (New York)
New York
$263K +$248K +1,763 New
RMDI
1339
R.M. Davis Inc
Maine
$262K -$16.7K -119 -6%
HGWM
1340
Horst & Graben Wealth Management
Oregon
$262K +$247K +1,756 New
SIM
1341
Stratos Investment Management
Ohio
$261K +$246K +1,748 New
BPGAM
1342
BTG Pactual Global Asset Management
Bermuda
$261K +$246K +1,750 New
ARMC
1343
American Research & Management Company
Massachusetts
$258K – – –
MA
1344
MCF Advisors
Kentucky
$256K +$702 +5 +0.3%
SIG
1345
Sargent Investment Group
Maryland
$256K +$241K +1,714 New
T
1346
TOBAM
France
$256K +$241K +1,716 New
MPIA
1347
Mountain Pacific Investment Advisers
Idaho
$255K -$24.6K -175 -9%
KPCM
1348
Kings Point Capital Management
New York
$255K +$200K +1,421 +495%
BWM
1349
BigSur Wealth Management
Florida
$255K +$240K +1,710 New
CCIA
1350
Campbell & Co Investment Adviser
Maryland
$255K +$240K +1,711 New
52 53
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55 56