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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
1351
Bender Robert & Associates
California
$253K -$4.21K -30 -2%
HWM
1352
Hohimer Wealth Management
Washington
$252K +$212K +1,507 New
BG
1353
Berry Group
Massachusetts
$252K +$238K +1,691 New
SWP
1354
Summit Wealth Partners
Florida
$251K – – –
CNB
1355
Camden National Bank
Maine
$250K -$17.6K -125 -7%
RSWM
1356
Robertson Stephens Wealth Management
California
$250K +$236K +1,682 New
CIC
1357
Carnegie Investment Counsel
Ohio
$249K -$41.3K -294 -15%
TA
1358
Tiedemann Advisors
New York
$249K -$5.2K -37 -2%
FC
1359
Ferris Capital
Massachusetts
$249K +$3.79K +27 +2%
AC
1360
Addison Capital
Pennsylvania
$249K +$5.62K +40 +2%
AW
1361
ACG Wealth
Georgia
$248K -$38.6K -275 -14%
AMM
1362
American Money Management
California
$248K +$843 +6 +0.4%
EWM
1363
Executive Wealth Management
Michigan
$248K +$234K +1,664 New
WS
1364
Wela Strategies
Georgia
$248K +$234K +1,666 New
WRM
1365
Weybosset Research & Management
Rhode Island
$247K – – –
SFG
1366
StrategIQ Financial Group
Indiana
$247K +$140 +1 +0.1%
ST
1367
Smithfield Trust
Pennsylvania
$247K +$17K +121 +8%
CHJWM
1368
Carlton Hofferkamp & Jenks Wealth Management
Texas
$246K -$23.9K -170 -10%
FFC
1369
First Financial Corp
Indiana
$246K – – –
FNC
1370
First National Corp
Massachusetts
$246K +$216K +1,536 New
JAM
1371
Jupiter Asset Management
United Kingdom
$246K +$232K +1,648 New
DWM
1372
Dorchester Wealth Management
Quebec, Canada
$246K +$232K +1,650 New
MWM
1373
Mission Wealth Management
California
$246K +$232K +1,651 New
ISWM
1374
Independent Solutions Wealth Management
New York
$245K -$2.81K -20 -1%
OCM
1375
One Capital Management
California
$244K -$57.6K -410 -20%
53 54
55
56 57