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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
Cornerstone Advisory
Maryland
$277K +$509 +3 +0.2%
LWM
1527
Lyell Wealth Management
California
$277K +$3.56K +21 +1%
MWM
1528
Modera Wealth Management
New Jersey
$277K +$258K +1,522 New
AWAP
1529
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$276K +$257K +1,517 New
GWM
1530
Greenwich Wealth Management
Connecticut
$275K -$14.4K -85 -5%
LA
1531
Latitude Advisors
Florida
$275K +$256K +1,508 New
HWM
1532
Hohimer Wealth Management
Washington
$274K – – –
CCM
1533
Chickasaw Capital Management
Tennessee
$273K – – –
NCM
1534
Novare Capital Management
North Carolina
$273K – – –
RC
1535
RBO & Co
California
$273K – – –
WPC
1536
Waters Parkerson & Co
Louisiana
$272K +$7.8K +46 +3%
CIM
1537
Contravisory Investment Management
Massachusetts
$272K +$254K +1,496 New
GPFA
1538
Game Plan Financial Advisors
Ohio
$271K +$253K +1,490 New
OQS
1539
Occudo Quantitative Strategies
Florida
$271K +$253K +1,491 New
BB
1540
Bell Bank
North Dakota
$269K -$18K -106 -7%
MVA
1541
Mount Vernon Associates
Maryland
$269K – – –
PGIM
1542
Pacific Global Investment Management
California
$269K +$251K +1,480 New
ZIC
1543
ZWJ Investment Counsel
Georgia
$267K +$248K +1,465 New
WI
1544
Wintrust Investments
Illinois
$266K -$990K -5,839 -68%
NB
1545
Northwest Bancshares
Pennsylvania
$266K – – –
RFA
1546
Reilly Financial Advisors
California
$265K -$4.07K -24 -2%
PWMG
1547
Prestige Wealth Management Group
New Jersey
$265K +$36.1K +213 +17%
CA
1548
Capital Advantage
California
$265K +$244K +1,441 New
CA
1549
Continuum Advisory
Idaho
$264K -$2.21K -13 -0.9%
BOS
1550
Bingham Osborn & Scarborough
California
$263K -$79K -466 -24%
60 61
62
63 64