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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1776
Sound Income Strategies
Florida
$666K -$4.14K -12 -0.7%
EWM
1777
Evermay Wealth Management
Virginia
$666K – – –
WFI
1778
West Family Investments
California
$665K +$55.9K +162 +11%
PL
1779
Perpetual Ltd
Australia
$665K – – –
OCM
1780
One Capital Management
California
$665K +$12.1K +35 +2%
CC
1781
Callan Capital
California
$664K -$157K -455 -21%
BEAM
1782
Baker Ellis Asset Management
Washington
$664K +$58.7K +170 +11%
BCG
1783
Breakwater Capital Group
New Jersey
$662K -$25.2K -73 -4%
SQA
1784
Simon Quick Advisors
New Jersey
$662K +$145K +419 +33%
UBV
1785
United Bank (Virginia)
Virginia
$661K +$51.8K +150 +10%
CS
1786
Capital Square
Tennessee
$661K -$109K -316 -16%
PAA
1787
Peregrine Asset Advisers
Oregon
$660K +$105K +304 +22%
KA
1788
Kozak & Associates
Colorado
$659K +$2.42K +7 +0.4%
HFBOT
1789
Home Federal Bank of Tennessee
Tennessee
$659K -$8.63K -25 -1%
SWP
1790
Summit Wealth Partners
Florida
$659K – – –
KWM
1791
Kaydan Wealth Management
Michigan
$656K – – –
ARG
1792
Advisory Resource Group
Oklahoma
$655K – – –
OFG
1793
Oxford Financial Group
Indiana
$652K -$252K -730 -30%
JWM
1794
Jeppson Wealth Management
California
$649K – – –
TA
1795
TrueWealth Advisors
Alabama
$648K +$107K +311 +23%
OWA
1796
Opal Wealth Advisors
New York
$648K -$15.2K -44 -3%
RCA
1797
Ranch Capital Advisors
Florida
$647K -$15.2K -44 -3%
HFM
1798
Harvest Fund Management
China
$647K -$854K -2,472 -60%
ACM
1799
Arcataur Capital Management
Wisconsin
$644K -$3.45K -10 -0.6%
THCM
1800
Taylor Hoffman Capital Management
Virginia
$644K +$591K +1,711 New
70 71
72
73 74