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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1601
Walter & Keenan Wealth Management
Indiana
– -$281K -1,900 Closed
MMA
1602
Miracle Mile Advisors
California
– -$273K -1,848 Closed
BWM
1603
BT Wealth Management
Georgia
– -$265K -1,797 Closed
SCM
1604
Southport Capital Management
Tennessee
– -$262K -1,774 Closed
EBT
1605
Enterprise Bank & Trust
Massachusetts
– -$258K -1,749 Closed
GFS
1606
GYL Financial Synergies
Connecticut
– -$256K -1,736 Closed
PI
1607
Pettee Investors
Connecticut
– -$252K -1,707 Closed
ISWM
1608
Independent Solutions Wealth Management
New York
– -$252K -1,706 Closed
SIC
1609
Shoker Investment Counsel
Ohio
– -$251K -1,702 Closed
BIAS
1610
Beacon Investment Advisory Services
New Jersey
– -$251K -1,700 Closed
NCM
1611
Novare Capital Management
North Carolina
– -$249K -1,687 Closed
KP
1612
Keel Point
Alabama
– -$248K -1,680 Closed
FSC
1613
Full Sail Capital
Oklahoma
– -$234K -1,678 Closed
TA
1614
TFG Advisers
Michigan
– -$247K -1,676 Closed
SFG
1615
Sunburst Financial Group
Alabama
– -$247K -1,674 Closed
CIP
1616
Convergence Investment Partners
Florida
– -$246K -1,668 Closed
BW
1617
Bison Wealth
Georgia
– -$246K -1,664 Closed
HCM
1618
Hilton Capital Management
New York
– -$246K -1,663 Closed
GAM
1619
Gould Asset Management
California
– -$245K -1,660 Closed
CBFP
1620
Cedar Brook Financial Partners
Ohio
– -$244K -1,650 Closed
VLC
1621
Van Leeuwen & Company
New Jersey
– -$243K -1,645 Closed
AMM
1622
American Money Management
California
– -$243K -1,644 Closed
SFG
1623
StrategIQ Financial Group
Indiana
– -$242K -1,637 Closed
AAM
1624
American Asset Management
Florida
– -$242K -1,636 Closed
Rafferty Asset Management
1625
Rafferty Asset Management
New York
– -$241K -1,631 Closed