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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1501
Princeton Global Asset Management
New Jersey
$333K -$83.3K -400 -19%
SFO
1502
Stokes Family Office
Louisiana
$333K -$208 -1 -0.1%
T
1503
TOBAM
France
$333K – – –
CWA
1504
Clarus Wealth Advisors
Arizona
$330K -$150K -718 -30%
PWMAG
1505
Pinnacle Wealth Management Advisory Group
New Jersey
$329K – – –
BWM
1506
BigSur Wealth Management
Florida
$328K – – –
HFBOT
1507
Home Federal Bank of Tennessee
Tennessee
$328K – – –
HCM
1508
Hutchinson Capital Management
California
$328K – – –
GBT
1509
Grove Bank & Trust
Florida
$327K -$15.6K -75 -4%
VNA
1510
Valley National Advisers
Pennsylvania
$327K – – –
ARMC
1511
American Research & Management Company
Massachusetts
$326K – – –
BRA
1512
Bender Robert & Associates
California
$326K – – –
SC
1513
Schulhoff & Co
Ohio
$326K – – –
TFA
1514
Trinity Financial Advisors
Ohio
$326K – – –
LI
1515
Lafayette Investments
Maryland
$326K +$20.8K +100 +6%
B
1516
Brightworth
Georgia
$326K +$23.7K +114 +7%
TA
1517
TruWealth Advisors
Louisiana
$324K -$45.4K -218 -11%
C
1518
Certuity
Florida
$323K -$15.6K -75 -4%
AC
1519
Addison Capital
Pennsylvania
$322K – – –
RWB
1520
RMR Wealth Builders
New Jersey
$322K +$417 +2 +0.1%
PL
1521
Plancorp LLC
Missouri
$322K +$31.4K +151 +10%
WA
1522
WealthTrust Axiom
Pennsylvania
$321K +$208 +1 +0.1%
HPWM
1523
Highland Private Wealth Management
Washington
$321K +$11.5K +55 +3%
SFG
1524
Sunburst Financial Group
Alabama
$319K – – –
CRWM
1525
Castle Rock Wealth Management
California
$318K -$7.91K -38 -2%
59 60
61
62 63