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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1501
Range Financial Group
Oregon
$392K +$130K +564 +46%
ICG
1502
InterOcean Capital Group
Tennessee
$391K -$67.2K -291 -14%
CHA
1503
Cooper/Haims Advisors
New York
$390K -$27.7K -120 -6%
KFP
1504
KMG Fiduciary Partners
Ohio
$390K +$52K +225 +14%
BWA
1505
BDO Wealth Advisors
Florida
$389K – – –
GAMC
1506
Garner Asset Management Corp
Texas
$389K – – –
WFI
1507
West Family Investments
California
$389K +$413K +1,787 New
NAS
1508
Nicolet Advisory Services
Wisconsin
$387K -$18.2K -79 -4%
GBT
1509
Grove Bank & Trust
Florida
$387K -$1.16K -5 -0.3%
RWM
1510
RKL Wealth Management
Pennsylvania
$387K – – –
GF
1511
Gries Financial
Ohio
$387K +$1.39K +6 +0.3%
BWM
1512
Benchmark Wealth Management
Connecticut
$386K +$231 +1 +0.1%
HGWM
1513
Horst & Graben Wealth Management
Oregon
$386K +$1.16K +5 +0.3%
RFN
1514
RDA Financial Network
Iowa
$386K +$6.7K +29 +2%
BFPW
1515
BOK Financial Private Wealth
Colorado
$386K +$80.4K +348 +24%
CWP
1516
Concord Wealth Partners
Virginia
$385K -$10.9K -47 -3%
WKWM
1517
Walter & Keenan Wealth Management
Indiana
$385K +$231 +1 +0.1%
TSS
1518
Two Sigma Securities
New York
$385K +$75.3K +326 +23%
JWM
1519
Jackson Wealth Management
Florida
$384K +$200K +865 +96%
C
1520
Certuity
Florida
$382K +$41.8K +181 +12%
CCM
1521
Check Capital Management
California
$381K – – –
RSVP
1522
Ramsay Stattman Vela & Price
Colorado
$381K – – –
QCM
1523
Quest Capital Management
Texas
$380K -$38.6K -167 -9%
AMM
1524
American Money Management
California
$380K +$924 +4 +0.2%
EN1L
1525
Engine No 1 LLC
California
$379K +$403K +1,743 New
59 60
61
62 63