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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1551
Eads & Heald Wealth Management
Georgia
$426K -$6.29K -30 -2%
IF
1552
Intrua Financial
Texas
$426K +$5.24K +25 +1%
MCA
1553
MSH Capital Advisors
Arizona
$423K +$29.8K +142 +8%
FPWM
1554
FSB Premier Wealth Management
Iowa
$423K +$29.6K +141 +8%
CCS
1555
Concentric Capital Strategies
Connecticut
$423K +$398K +1,900 New
HPWM
1556
Highland Private Wealth Management
Washington
$422K +$9.86K +47 +3%
AFG
1557
Allegheny Financial Group
Pennsylvania
$421K +$14.7K +70 +4%
SPC
1558
Stewart & Patten Company
California
$421K +$15.3K +73 +4%
WANY
1559
Wealthspire Advisors (New York)
New York
$420K -$622K -2,964 -61%
PFBT
1560
Parkside Financial Bank & Trust
Missouri
$419K +$17.6K +84 +5%
RW
1561
REDW Wealth
New Mexico
$418K – – –
ST
1562
Smithfield Trust
Pennsylvania
$418K – – –
ACM
1563
AUA Capital Management
Pennsylvania
$417K +$62.9K +300 +19%
VT
1564
Vise Technologies
New York
$417K +$392K +1,871 New
BBL
1565
Beck Bode LLC
Massachusetts
$417K +$393K +1,872 New
AA
1566
AF Advisors
California
$414K -$172K -820 -31%
CWA
1567
Clarus Wealth Advisors
Arizona
$414K +$7.97K +38 +2%
AFC
1568
AFT Forsyth & Company
Florida
$412K – – –
MCWA
1569
Meadow Creek Wealth Advisors
Georgia
$411K -$204K -975 -35%
NPPM
1570
North Point Portfolio Managers
Ohio
$410K – – –
MYIA
1571
Mount Yale Investment Advisors
Colorado
$409K +$2.1K +10 +0.5%
VWM
1572
Vigilare Wealth Management
Arizona
$407K -$18.2K -87 -5%
B
1573
Brightworth
Georgia
$407K -$8.18K -39 -2%
LDFR
1574
Lehman & Derafelo Financial Resources
Pennsylvania
$407K – – –
WP
1575
WealthShield Partners
North Carolina
$407K +$16.4K +78 +4%
61 62
63
64 65