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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1351
NWAM LLC
Washington
$203K +$188K +1,332 New
PAS
1352
Partnervest Advisory Services
California
$202K +$187K +1,323 New
CAM
1353
Claret Asset Management
Quebec, Canada
$202K +$188K +1,327 New
CPIG
1354
Chicago Partners Investment Group
Illinois
$201K +$46.4K +328 +23%
DA
1355
DSC Advisors
Illinois
$201K +$186K +1,318 New
BDWM
1356
Brewin Dolphin Wealth Management
Ireland
$201K – – –
WP
1357
WealthPLAN Partners
Nebraska
$200K -$83.6K -591 -26%
SCM
1358
Silvant Capital Management
Georgia
$200K – – –
IA
1359
Independence Advisors
Pennsylvania
$200K +$186K +1,313 New
GC
1360
Grace Capital
Massachusetts
$198K – – –
BL
1361
Balentine LLC
Georgia
$198K +$184K +1,298 New
TL
1362
TrueWealth LLC
Georgia
$197K +$7.07K +50 +4%
WIM
1363
Westside Investment Management
California
$195K +$106K +750 +142%
C
1364
Cerebellum
California
$194K +$5.23K +37 +3%
ARMT
1365
Amica Retiree Medical Trust
Rhode Island
$191K – – –
PG
1366
Patten Group
Tennessee
$191K +$424 +3 +0.2%
ANBT
1367
American National Bank & Trust
Texas
$190K -$2.26K -16 -1%
CWA
1368
Clarus Wealth Advisors
Arizona
$189K -$282K -1,997 -62%
BFC
1369
Bedel Financial Consulting
Indiana
$186K -$9.9K -70 -5%
IFAM
1370
Institutional & Family Asset Management
Colorado
$185K +$990 +7 +0.6%
RFA
1371
Reilly Financial Advisors
California
$183K -$14.1K -100 -8%
ACS
1372
Archford Capital Strategies
Illinois
$177K -$9.34K -66 -5%
PMFA
1373
Plante Moran Financial Advisors
Michigan
$174K -$21.4K -151 -12%
CAM
1374
CenterStar Asset Management
Illinois
$170K – – –
AWM
1375
Aevitas Wealth Management
Massachusetts
$170K +$20.1K +142 +15%
53 54
55
56 57