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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1351
Alpha Omega Wealth Management
Virginia
$161K -$58.3K -369 -25%
EWM
1352
Endurance Wealth Management
Rhode Island
$158K +$55.3K +350 +49%
SFM
1353
Signet Financial Management
New Jersey
$145K +$155K +984 New
LWCFA
1354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$144K – – –
AWM
1355
Aevitas Wealth Management
Massachusetts
$143K +$9.95K +63 +7%
BEAM
1356
Baker Ellis Asset Management
Washington
$142K – – –
VIA
1357
Vantage Investment Advisors
Pennsylvania
$141K +$213K +1,348 +126%
FRA
1358
Front Row Advisors
California
$133K +$79K +500 +125%
CLM
1359
ClearBridge LLC (Maryland)
Maryland
$131K – – –
SAS
1360
Stelac Advisory Services
New York
$129K +$139K +878 New
MA
1361
MCF Advisors
Kentucky
$125K +$474 +3 +0.4%
WC
1362
Whitnell & Co
Illinois
$124K -$47.1K -298 -26%
GI
1363
Gradient Investments
Minnesota
$122K +$17.5K +111 +16%
WAS
1364
Winch Advisory Services
Wisconsin
$121K +$11.7K +74 +10%
BA
1365
Ballew Advisors
Mississippi
$121K +$130K +823 New
LF
1366
Lee Financial
Texas
$120K +$101K +639 +365%
PG
1367
Patten Group
Tennessee
$110K +$474 +3 +0.4%
JFGIW
1368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$106K +$37.7K +239 +50%
PWM
1369
Perigon Wealth Management
California
$105K +$34.9K +221 +45%
EFSCE
1370
Enterprise Financial Services Corp (EFSC)
Missouri
$104K +$8.84K +56 +9%
BWP
1371
Baldwin Wealth Partners
Massachusetts
$103K -$11.8K -75 -10%
DOA
1372
D'Orazio & Associates
Virginia
$103K – – –
GEA
1373
Glen Eagle Advisors
New Jersey
$99.1K +$1.58K +10 +2%
AWM
1374
AllSquare Wealth Management
New York
$98K – – –
VC
1375
Vestor Capital
Illinois
$98K +$17.4K +110 +20%
53 54
55
56 57