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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1476
Clarus Group
Texas
$552K +$484 +2 +0.1%
CWP
1477
Concord Wealth Partners
Virginia
$551K -$16.2K -67 -3%
EGA
1478
E&G Advisors
Texas
$549K -$24.2K -100 -4%
ACM
1479
Aljian Capital Management
Nevada
$549K – – –
HAIM
1480
Hunter Associates Investment Management
Pennsylvania
$549K +$242 +1 +0%
DWP
1481
Daymark Wealth Partners
Ohio
$548K +$183K +757 +46%
GAMC
1482
Garner Asset Management Corp
Texas
$548K +$7.25K +30 +1%
RWB
1483
RMR Wealth Builders
New Jersey
$546K +$47.9K +198 +9%
LOAMU
1484
Lombard Odier Asset Management (USA)
New York
$545K +$576K +2,382 New
CHJWM
1485
Carlton Hofferkamp & Jenks Wealth Management
Texas
$545K -$12.1K -50 -2%
AMG
1486
Advisors Management Group
Wisconsin
$540K – – –
BST
1487
Bath Savings Trust
Maine
$540K +$967 +4 +0.2%
PA
1488
PSI Advisors
Florida
$539K -$441K -1,823 -44%
GWM
1489
Greenwich Wealth Management
Connecticut
$539K +$110K +454 +24%
TAM
1490
Trillium Asset Management
Massachusetts
$538K – – –
AIM
1491
Athena Investment Management
California
$534K -$1.45K -6 -0.3%
CA
1492
Claris Advisors
Missouri
$530K -$42.3K -175 -7%
MWM
1493
Marion Wealth Management
Pennsylvania
$529K +$1.93K +8 +0.3%
DE
1494
Day & Ennis
Georgia
$528K +$242 +1 +0%
BIP
1495
Blueprint Investment Partners
North Carolina
$528K -$202K -834 -27%
MW
1496
Marcum Wealth
Ohio
$528K +$15.5K +64 +3%
MFC
1497
Mechanics Financial Corp
Ohio
$526K – – –
6F
1498
626 Financial
Michigan
$522K -$120K -496 -18%
FPAS
1499
Focus Partners Advisor Solutions
Missouri
$522K -$1.41M -5,848 -72%
SCA
1500
Stonebridge Capital Advisors
Minnesota
$522K -$35.1K -145 -6%
58 59
60
61 62