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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1426
Financial Consulate
Maryland
$384K – – –
TCPWM
1427
Traverso Chambers Private Wealth Management
California
$384K – – –
IIM
1428
Ironwood Investment Management
Massachusetts
$383K -$21.9K -105 -5%
DC
1429
Derby & Company
Massachusetts
$383K – – –
AI
1430
AXS Investments
New York
$381K -$770K -3,697 -65%
ACP
1431
Arcus Capital Partners
Georgia
$381K – – –
GPFA
1432
Game Plan Financial Advisors
Ohio
$381K +$104K +500 +34%
NCM
1433
Novare Capital Management
North Carolina
$377K -$833 -4 -0.2%
TBNY
1434
Trustco Bank (New York)
New York
$377K – – –
UAS
1435
United Asset Strategies
New York
$377K +$2.29K +11 +0.6%
BIC
1436
Beach Investment Counsel
Pennsylvania
$376K -$4.58K -22 -1%
GIA
1437
GHP Investment Advisors
Colorado
$376K – – –
MYIA
1438
Mount Yale Investment Advisors
Colorado
$375K -$80.6K -387 -17%
FCFC
1439
First Commonwealth Financial Corp
Pennsylvania
$375K – – –
JWBC
1440
J.W. Burns & Co
New York
$374K – – –
EWM
1441
Evermay Wealth Management
Virginia
$373K -$83.3K -400 -17%
CM
1442
Castleark Management
Illinois
$372K – – –
CA
1443
Clearstead Advisors
Ohio
$372K +$1.87K +9 +0.5%
AW
1444
ACG Wealth
Georgia
$372K +$42.1K +202 +12%
CA
1445
CastleArk Alternatives
Illinois
$372K +$404K +1,940 New
AIM
1446
Acropolis Investment Management
Missouri
$371K -$5K -24 -1%
BWA
1447
BlueSky Wealth Advisors
North Carolina
$369K – – –
IB
1448
Intrust Bank
Kansas
$368K -$87.7K -421 -18%
VWM
1449
Vigilare Wealth Management
Arizona
$367K -$158K -757 -28%
TIM
1450
Total Investment Management
Arizona
$367K – – –
56 57
58
59 60