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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1576
Lehman & Derafelo Financial Resources
Pennsylvania
$377K – – –
SPC
1577
Stewart & Patten Company
California
$376K – – –
GM
1578
GeoWealth Management
Illinois
$376K +$8.46K +42 +2%
AFG
1579
Allegheny Financial Group
Pennsylvania
$376K +$366K +1,819 New
CRI
1580
Colonial River Investments
Virginia
$373K +$364K +1,806 New
WKWM
1581
Walter & Keenan Wealth Management
Indiana
$372K – – –
BBNB
1582
Baker Boyer National Bank
Washington
$372K +$363K +1,801 New
PFBT
1583
Parkside Financial Bank & Trust
Missouri
$371K -$69.1K -343 -16%
DIA
1584
Davidson Investment Advisors
Montana
$370K – – –
HGWM
1585
Horst & Graben Wealth Management
Oregon
$370K +$2.01K +10 +0.6%
KWM
1586
Kaydan Wealth Management
Michigan
$369K +$360K +1,786 New
SIC
1587
Shoker Investment Counsel
Ohio
$369K +$1.81K +9 +0.5%
AG
1588
AIA Group
Hong Kong
$368K -$120K -596 -25%
MGWM
1589
Marks Group Wealth Management
Minnesota
$368K +$141K +698 +64%
ARG
1590
Advisory Resource Group
Oklahoma
$367K – – –
BWM
1591
Benchmark Wealth Management
Connecticut
$367K – – –
CG
1592
Clarus Group
Texas
$367K +$403 +2 +0.1%
SIA
1593
Soltis Investment Advisors
Utah
$366K +$4.43K +22 +1%
BEI
1594
Benjamin Edwards Inc
Missouri
$364K +$306K +1,518 +625%
MCA
1595
MSH Capital Advisors
Arizona
$363K +$354K +1,757 New
ACM
1596
Advisors Capital Management
New Jersey
$363K -$4.03K -20 -1%
MWM
1597
Marion Wealth Management
Pennsylvania
$363K +$353K +1,755 New
CCM
1598
Check Capital Management
California
$362K – – –
RSVP
1599
Ramsay Stattman Vela & Price
Colorado
$362K – – –
WP
1600
WealthShield Partners
North Carolina
$362K +$352K +1,749 New
62 63
64
65 66