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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1426
Concord Wealth Partners
Virginia
$340K +$317K +1,867 New
AFC
1427
AFT Forsyth & Company
Florida
$337K – – –
CCM
1428
Check Capital Management
California
$337K – – –
DWM
1429
Destination Wealth Management
California
$337K +$48.8K +288 +18%
SAG
1430
Spotlight Asset Group
Illinois
$336K +$42.7K +252 +16%
WPA
1431
Winning Points Advisors
Florida
$333K – – –
RW
1432
REDW Wealth
New Mexico
$333K – – –
MAWCM
1433
Mine & Arao Wealth Creation & Management
California
$333K +$678 +4 +0.2%
CNB
1434
Camden National Bank
Maine
$333K +$27.1K +160 +10%
ARMC
1435
American Research & Management Company
Massachusetts
$332K +$16.1K +95 +5%
PMG
1436
ProVise Management Group
Florida
$331K +$309K +1,821 New
BWA
1437
BlueSky Wealth Advisors
North Carolina
$328K – – –
WKWM
1438
Walter & Keenan Wealth Management
Indiana
$328K +$5.6K +33 +2%
HI
1439
Hoey Investments
Pennsylvania
$328K +$242K +1,429 +381%
SCM
1440
Southport Capital Management
Tennessee
$327K – – –
GAMC
1441
Garner Asset Management Corp
Texas
$326K – – –
HWA
1442
Heritage Wealth Advisors
Virginia
$325K – – –
BWM
1443
Benchmark Wealth Management
Connecticut
$323K -$28.8K -170 -9%
RWM
1444
RKL Wealth Management
Pennsylvania
$323K – – –
HGWM
1445
Horst & Graben Wealth Management
Oregon
$321K +$1.19K +7 +0.4%
LWCFA
1446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$320K -$62.7K -370 -17%
RCG
1447
Rock Creek Group
District of Columbia
$320K +$72.4K +427 +32%
SIM
1448
Stratos Investment Management
Ohio
$319K +$1.02K +6 +0.3%
SIC
1449
Shoker Investment Counsel
Ohio
$319K +$297K +1,753 New
SXL
1450
Summit X LLC
Missouri
$319K +$297K +1,754 New
56 57
58
59 60