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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
1626
Altus Wealth Group
Colorado
$298K -$211 -1 -0.1%
SFG
1627
Sunburst Financial Group
Alabama
$298K – – –
RPWA
1628
Regent Peak Wealth Advisors
Georgia
$298K +$5.06K +24 +1%
FFMBT
1629
First Farmers & Merchants Bank Trust
Tennessee
$298K +$21.1K +100 +6%
APWM
1630
Atlas Private Wealth Management
New York
$296K +$632 +3 +0.2%
IF
1631
Intrua Financial
Texas
$295K -$56.1K -266 -14%
RFA
1632
Resurgent Financial Advisors
Georgia
$295K +$347K +1,648 New
QFA
1633
Quantum Financial Advisors
California
$293K +$324K +1,537 New
CNB
1634
Camden National Bank
Maine
$292K +$3.79K +18 +1%
KF
1635
Krilogy Financial
Missouri
$292K +$4.42K +21 +1%
LWCFA
1636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$292K +$23.8K +113 +7%
NEWAS
1637
N.E.W. Advisory Services
Wisconsin
$292K +$54.2K +257 +19%
NSAM
1638
North Star Asset Management
Wisconsin
$291K -$15.8K -75 -4%
GAM
1639
Gould Asset Management
California
$291K -$2.11K -10 -0.6%
BCMLT
1640
Beacon Capital Management LLC (Tennessee)
Tennessee
$291K – – –
FFWM
1641
Future Financial Wealth Management
Ohio
$291K – – –
SFG
1642
Sovereign Financial Group
Connecticut
$291K +$3.16K +15 +0.9%
CPIG
1643
Chicago Partners Investment Group
Illinois
$291K +$27.8K +132 +10%
WQ
1644
Wealth Quarterback
New Jersey
$291K +$343K +1,629 New
FBC
1645
Fairfield, Bush & Co
Connecticut
$290K – – –
MHWM
1646
Montz Harcus Wealth Management
Louisiana
$290K +$1.9K +9 +0.6%
BRA
1647
Bender Robert & Associates
California
$289K -$11.6K -55 -3%
BWM
1648
BNC Wealth Management
Oregon
$289K +$14.1K +67 +4%
PFG
1649
Pinnacle Financial Group
Illinois
$288K -$44K -209 -11%
VBFG
1650
Vishria Bird Financial Group
Tennessee
$287K – – –
64 65
66
67 68