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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1526
Ledyard National Bank
$318K +$12.1K +58 +4%
NB
1527
Northwest Bancshares
Pennsylvania
$318K +$40.4K +194 +13%
HA
1528
Hamel Associates
New Jersey
$317K – – –
WDA
1529
Wendell David Associates
New Hampshire
$317K – – –
LFA
1530
Landmark Financial Advisors
Kentucky
$317K +$3.96K +19 +1%
CPSAC
1531
Chas P. Smith & Associates (CPS)
Florida
$316K – – –
LWM
1532
Lyell Wealth Management
California
$316K – – –
PWMG
1533
Prestige Wealth Management Group
New Jersey
$315K +$33.1K +159 +11%
MWM
1534
Modera Wealth Management
New Jersey
$315K +$108K +520 +46%
IIC
1535
Integrated Investment Consultants
Michigan
$314K -$3.54K -17 -1%
MWM
1536
Minot Wealth Management
Massachusetts
$314K – – –
GG
1537
Golden Green
South Carolina
$313K -$86.8K -417 -20%
TWM
1538
Titus Wealth Management
California
$312K +$26K +125 +8%
BFA
1539
Benedict Financial Advisors
Georgia
$312K +$86.2K +414 +34%
YIA
1540
YHB Investment Advisors
Connecticut
$310K -$24.6K -118 -7%
GFS
1541
GYL Financial Synergies
Connecticut
$310K +$208 +1 +0.1%
CPIG
1542
Chicago Partners Investment Group
Illinois
$310K +$52.7K +253 +21%
BCM
1543
Beddow Capital Management
Wyoming
$310K +$78.1K +375 +30%
VBFG
1544
Vishria Bird Financial Group
Tennessee
$308K – – –
SIAG
1545
Signet Investment Advisory Group
Rhode Island
$307K -$10.4K -50 -3%
ICM
1546
IMS Capital Management
Oregon
$307K – – –
WMG
1547
WESCAP Management Group
California
$307K – – –
WRM
1548
Weybosset Research & Management
Rhode Island
$307K – – –
WQ
1549
Wealth Quarterback
New Jersey
$307K +$1.46K +7 +0.4%
SFG
1550
StrategIQ Financial Group
Indiana
$307K +$2.5K +12 +0.8%
60 61
62
63 64