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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1351
MinichMacGregor Wealth Management
New York
$152K +$448 +3 +0.3%
HFM
1352
Harvest Fund Management
China
$150K – – –
EFSCE
1353
Enterprise Financial Services Corp (EFSC)
Missouri
$143K +$52.1K +349 +49%
LWCFA
1354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K – – –
AWM
1355
Aevitas Wealth Management
Massachusetts
$132K +$299 +2 +0.2%
BEAM
1356
Baker Ellis Asset Management
Washington
$131K – – –
BA
1357
Ballew Advisors
Mississippi
$130K +$20.2K +135 +16%
LC
1358
Landaas & Company
Wisconsin
$130K +$143K +957 New
FPFS
1359
First Personal Financial Services
North Carolina
$127K -$91.7K -614 -40%
AOWM
1360
Alpha Omega Wealth Management
Virginia
$121K -$29.9K -200 -18%
SAS
1361
Stelac Advisory Services
New York
$119K – – –
WC
1362
Whitnell & Co
Illinois
$118K +$3.73K +25 +3%
MA
1363
MCF Advisors
Kentucky
$115K – – –
MRCM
1364
M&R Capital Management
New Jersey
$113K -$164K -1,100 -57%
GI
1365
Gradient Investments
Minnesota
$111K -$897 -6 -0.7%
LF
1366
Lee Financial
Texas
$111K – – –
AC
1367
Avestar Capital
New York
$109K +$71.3K +477 +92%
GEA
1368
Glen Eagle Advisors
New Jersey
$106K +$16.1K +108 +16%
WAS
1369
Winch Advisory Services
Wisconsin
$102K -$10.6K -71 -9%
BWP
1370
Baldwin Wealth Partners
Massachusetts
$98K +$3.73K +25 +4%
DOA
1371
D'Orazio & Associates
Virginia
$95K – – –
FAM
1372
Fred Alger Management
New York
$90K -$55.8M -373,562 -100%
CIM
1373
Contravisory Investment Management
Massachusetts
$89K – – –
MSFP
1374
Mark Sheptoff Financial Planning
Connecticut
$89K +$149 +1 +0.2%
EWM
1375
Endurance Wealth Management
Rhode Island
$88K -$63.5K -425 -40%
53 54
55
56 57