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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1476
Quadrant Private Wealth Management
Pennsylvania
$552K +$7.01K +29 +1%
CG
1477
Clarus Group
Texas
$552K +$484 +2 +0.1%
CWP
1478
Concord Wealth Partners
Virginia
$551K -$16.2K -67 -3%
EGA
1479
E&G Advisors
Texas
$549K -$24.2K -100 -4%
ACM
1480
Aljian Capital Management
Nevada
$549K – – –
HAIM
1481
Hunter Associates Investment Management
Pennsylvania
$549K +$242 +1 +0%
DWP
1482
Daymark Wealth Partners
Ohio
$548K +$183K +757 +46%
GAMC
1483
Garner Asset Management Corp
Texas
$548K +$7.25K +30 +1%
RWB
1484
RMR Wealth Builders
New Jersey
$546K +$47.9K +198 +9%
LOAMU
1485
Lombard Odier Asset Management (USA)
New York
$545K +$576K +2,382 New
CHJWM
1486
Carlton Hofferkamp & Jenks Wealth Management
Texas
$545K -$12.1K -50 -2%
AMG
1487
Advisors Management Group
Wisconsin
$540K – – –
BST
1488
Bath Savings Trust
Maine
$540K +$967 +4 +0.2%
PA
1489
PSI Advisors
Florida
$539K -$441K -1,823 -44%
GWM
1490
Greenwich Wealth Management
Connecticut
$539K +$110K +454 +24%
TAM
1491
Trillium Asset Management
Massachusetts
$538K – – –
AIM
1492
Athena Investment Management
California
$534K -$1.45K -6 -0.3%
CA
1493
Claris Advisors
Missouri
$530K -$42.3K -175 -7%
MWM
1494
Marion Wealth Management
Pennsylvania
$529K +$1.93K +8 +0.3%
DE
1495
Day & Ennis
Georgia
$528K +$242 +1 +0%
BIP
1496
Blueprint Investment Partners
North Carolina
$528K -$202K -834 -27%
MW
1497
Marcum Wealth
Ohio
$528K +$15.5K +64 +3%
MFC
1498
Mechanics Financial Corp
Ohio
$526K – – –
6F
1499
626 Financial
Michigan
$522K -$120K -496 -18%
FPAS
1500
Focus Partners Advisor Solutions
Missouri
$522K -$1.41M -5,848 -72%
58 59
60
61 62