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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
1526
Keystone Financial Group (Kentucky)
Kentucky
$2.18M +$376K +543 +21%
GP
1527
Gallo Partners
New Jersey
$2.18M -$2.12M -3,066 -50%
TIM
1528
Total Investment Management
Arizona
$2.18M +$9.7K +14 +0.5%
MHIC
1529
Marble Harbor Investment Counsel
Massachusetts
$2.18M -$190K -275 -8%
CWS
1530
Cypress Wealth Services
California
$2.17M +$74.1K +107 +4%
AWM
1531
Aprio Wealth Management
Georgia
$2.17M +$210K +303 +11%
CIAS
1532
CFS Investment Advisory Services
New Jersey
$2.16M +$13.9K +20 +0.7%
1NWS
1533
1 North Wealth Services
Maryland
$2.16M -$916K -1,323 -30%
PWM
1534
Purus Wealth Management
California
$2.15M +$13.9K +20 +0.7%
NC
1535
NewSquare Capital
Pennsylvania
$2.15M -$94.2K -136 -4%
PWA
1536
Portus Wealth Advisors
North Carolina
$2.14M -$539K -778 -20%
LRIA
1537
Leonard Rickey Investment Advisors
Washington
$2.14M +$453K +654 +28%
SWP
1538
Summit Wealth Partners
Florida
$2.14M +$2.09M +3,018 New
WMP
1539
Wealth Management Partners
Arizona
$2.14M +$2.77K +4 +0.1%
KSB
1540
Kennebec Savings Bank
Maine
$2.13M +$4.16K +6 +0.2%
EFG
1541
Ethos Financial Group
Pennsylvania
$2.13M +$77.6K +112 +4%
BHA
1542
Beech Hill Advisors
New York
$2.13M -$173K -250 -8%
BA
1543
Birinyi Associates
Connecticut
$2.13M – – –
VWM
1544
Venturi Wealth Management
Texas
$2.12M -$278K -402 -12%
CCA
1545
Childress Capital Advisors
Texas
$2.12M -$154K -223 -7%
7WCP
1546
71 West Capital Partners
Massachusetts
$2.11M +$399K +576 +24%
HWA
1547
Heartwood Wealth Advisors
Virginia
$2.11M – – –
RMCM
1548
Reynders McVeigh Capital Management
Massachusetts
$2.1M +$350K +505 +20%
DLA
1549
Douglas Lane & Associates
New York
$2.1M -$1.39K -2 -0.1%
IIC
1550
Ironwood Investment Counsel
Arizona
$2.1M -$14.5K -21 -0.7%
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