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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1576
Summit Financial
New Jersey
$456K -$30K -124 -6%
S
1577
SimplyRich
California
$456K – – –
CC
1578
Callan Capital
California
$455K – – –
B
1579
Bensler
Washington
$454K +$484 +2 +0.1%
CHA
1580
Cooper/Haims Advisors
New York
$451K +$2.66K +11 +0.6%
CWM
1581
Centurion Wealth Management
Virginia
$451K -$242 -1 -0.1%
CFO
1582
Colony Family Offices
North Carolina
$451K -$30.2K -125 -6%
II
1583
Inspire Investing
Idaho
$451K +$32.6K +135 +7%
AFC
1584
AFT Forsyth & Company
Florida
$449K – – –
FCFC
1585
First Commonwealth Financial Corp
Pennsylvania
$448K – – –
WCM
1586
Washburn Capital Management
Florida
$445K +$470K +1,945 New
DF
1587
Donoghue Forlines
Massachusetts
$445K +$470K +1,944 New
MCA
1588
MSH Capital Advisors
Arizona
$443K -$3.63K -15 -0.8%
LAM
1589
L2 Asset Management
Massachusetts
$443K -$25.6K -106 -5%
1IA
1590
1620 Investment Advisors
Massachusetts
$441K +$466K +1,927 New
MCA
1591
Martin Capital Advisors
Texas
$438K -$31.4K -130 -6%
FA
1592
Financial Advantage
Maryland
$437K – – –
RW
1593
REDW Wealth
New Mexico
$436K +$6.77K +28 +1%
EWM
1594
Evermay Wealth Management
Virginia
$436K +$24.2K +100 +6%
GWS
1595
Glassman Wealth Services
Virginia
$435K +$45.9K +190 +11%
CC
1596
Constitution Capital
Connecticut
$435K – – –
RSVP
1597
Ramsay Stattman Vela & Price
Colorado
$435K – – –
WAG
1598
Winthrop Advisory Group
Massachusetts
$435K -$14.5K -60 -3%
OHWA
1599
Oak Hill Wealth Advisors
Virginia
$434K -$48.4K -200 -10%
IA
1600
Insight Advisors
Pennsylvania
$434K -$346K -1,432 -43%
62 63
64
65 66