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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1426
Wimmer Associates 1
California
$424K – – –
1WA
1427
180 Wealth Advisors
Washington
$423K -$7.38K -35 -1%
BEI
1428
Benjamin Edwards Inc
Missouri
$422K -$2.11K -10 -0.4%
CPA
1429
Capital Planning Advisors
California
$422K +$15.2K +72 +3%
ED
1430
Exane Derivatives
France
$421K -$270K -1,283 -35%
FSA
1431
Fort Sheridan Advisors
Illinois
$419K – – –
THWM
1432
Taylor Hoffman Wealth Management
Virginia
$418K – – –
AWA
1433
Acorn Wealth Advisors
Michigan
$418K +$2.53K +12 +0.5%
AMG
1434
Advisors Management Group
Wisconsin
$418K +$13.3K +63 +3%
HIM
1435
Hotaling Investment Management
Pennsylvania
$414K -$3.16K -15 -0.6%
MA
1436
Montag & Associates
Georgia
$414K – – –
HIIFS
1437
Harel Insurance Investments & Financial Services
Israel
$411K -$611K -2,900 -56%
MFC
1438
Mechanics Financial Corp
Ohio
$411K – – –
DE
1439
Day & Ennis
Georgia
$410K -$21.7K -103 -4%
SFS
1440
Summit Financial Strategies
Ohio
$408K – – –
BFG
1441
Berger Financial Group
Minnesota
$406K +$39.4K +187 +9%
AWM
1442
Aberdeen Wealth Management
Illinois
$405K – – –
BBL
1443
Beck Bode LLC
Massachusetts
$405K +$82.8K +393 +21%
GB
1444
Goepper Burkhardt
South Carolina
$404K – – –
ECM
1445
Evergreen Capital Management
Washington
$403K -$186K -881 -28%
CWM
1446
Cahaba Wealth Management
Georgia
$403K -$24.4K -116 -5%
CFO
1447
Colony Family Offices
North Carolina
$403K +$475K +2,255 New
CCA
1448
Childress Capital Advisors
Texas
$402K +$25.5K +121 +6%
SIM
1449
Stratos Investment Management
Ohio
$401K -$20.7K -98 -4%
AIM
1450
Athena Investment Management
California
$400K -$421 -2 -0.1%
56 57
58
59 60