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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1451
Doyle Wealth Management
Florida
$203K +$191K +1,372 New
MG
1452
Meritage Group
California
$203K +$192K +1,373 New
AAS
1453
Annex Advisory Services
Wisconsin
$202K +$190K +1,363 New
NB
1454
Northwest Bancshares
Pennsylvania
$201K +$190K +1,360 New
FAB
1455
First American Bank
Illinois
$201K +$190K +1,361 New
GEA
1456
Glen Eagle Advisors
New Jersey
$198K +$25.1K +180 +15%
SFFS
1457
Stonehage Fleming Financial Services
Jersey
$198K – – –
AA
1458
Advisory Alpha
Michigan
$196K -$34.5K -247 -16%
VCM
1459
Vigilant Capital Management
Maine
$196K – – –
PB
1460
Pinnacle Bancorp
Nebraska
$195K – – –
JFA
1461
Johanson Financial Advisors
California
$193K -$51.1K -366 -22%
NSB
1462
Norway Savings Bank
Maine
$193K -$6.98K -50 -4%
RP
1463
Rice Partnership
Hawaii
$193K +$183K +1,309 New
TL
1464
TrueWealth LLC
Georgia
$189K +$6.7K +48 +4%
FEG
1465
Financial Enhancement Group
Indiana
$186K – – –
FMT
1466
First Mercantile Trust
Tennessee
$181K -$4.19K -30 -2%
CDIA
1467
Capital Directions Investment Advisors
Georgia
$181K – – –
BDWM
1468
Brewin Dolphin Wealth Management
Ireland
$177K -$13.3K -95 -7%
IFAM
1469
Institutional & Family Asset Management
Colorado
$175K +$1.12K +8 +0.7%
LFG
1470
Larson Financial Group
Missouri
$168K -$22.3K -160 -12%
IWA
1471
Intercontinental Wealth Advisors
Texas
$168K -$8.09K -58 -5%
O
1472
Ossiam
France
$165K -$191K -1,369 -55%
FPFS
1473
First Personal Financial Services
North Carolina
$164K -$419 -3 -0.3%
SWM
1474
Selective Wealth Management
Virginia
$164K – – –
SBL
1475
Sargent Bickham Lagudis
Colorado
$162K +$32.1K +230 +27%
57 58
59
60 61