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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1526
Northwest Bancshares
Pennsylvania
$318K +$40.4K +194 +13%
HA
1527
Hamel Associates
New Jersey
$317K – – –
WDA
1528
Wendell David Associates
New Hampshire
$317K – – –
LFA
1529
Landmark Financial Advisors
Kentucky
$317K +$3.96K +19 +1%
CPSAC
1530
Chas P. Smith & Associates (CPS)
Florida
$316K – – –
LWM
1531
Lyell Wealth Management
California
$316K – – –
PWMG
1532
Prestige Wealth Management Group
New Jersey
$315K +$33.1K +159 +11%
MWM
1533
Modera Wealth Management
New Jersey
$315K +$108K +520 +46%
IIC
1534
Integrated Investment Consultants
Michigan
$314K -$3.54K -17 -1%
MWM
1535
Minot Wealth Management
Massachusetts
$314K – – –
GG
1536
Golden Green
South Carolina
$313K -$86.8K -417 -20%
TWM
1537
Titus Wealth Management
California
$312K +$26K +125 +8%
BFA
1538
Benedict Financial Advisors
Georgia
$312K +$86.2K +414 +34%
YIA
1539
YHB Investment Advisors
Connecticut
$310K -$24.6K -118 -7%
GFS
1540
GYL Financial Synergies
Connecticut
$310K +$208 +1 +0.1%
CPIG
1541
Chicago Partners Investment Group
Illinois
$310K +$52.7K +253 +21%
BCM
1542
Beddow Capital Management
Wyoming
$310K +$78.1K +375 +30%
VBFG
1543
Vishria Bird Financial Group
Tennessee
$308K – – –
SIAG
1544
Signet Investment Advisory Group
Rhode Island
$307K -$10.4K -50 -3%
ICM
1545
IMS Capital Management
Oregon
$307K – – –
WMG
1546
WESCAP Management Group
California
$307K – – –
WRM
1547
Weybosset Research & Management
Rhode Island
$307K – – –
WQ
1548
Wealth Quarterback
New Jersey
$307K +$1.46K +7 +0.4%
SFG
1549
StrategIQ Financial Group
Indiana
$307K +$2.5K +12 +0.8%
CIM
1550
Contravisory Investment Management
Massachusetts
$307K +$15.6K +75 +5%
60 61
62
63 64