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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1951
Private Portfolio Partners
New Jersey
$248K +$1.21K +5 +0.5%
BA
1952
Bristlecone Advisors
Washington
$248K -$26.4K -109 -9%
CAWM
1953
Capital Advisors Wealth Management
Washington
$247K – – –
KIG
1954
Kessler Investment Group
Indiana
$247K +$7.25K +30 +3%
EWA
1955
ERTS Wealth Advisors
Michigan
$247K -$77.4K -320 -23%
ACA
1956
Anchor Capital Advisors
Massachusetts
$247K – – –
CWA
1957
Consilium Wealth Advisory
Texas
$247K – – –
MM
1958
MQS Management
New York
$246K +$260K +1,077 New
SCM
1959
Silvant Capital Management
Georgia
$246K – – –
CPC
1960
Congress Park Capital
New York
$245K +$16.9K +70 +7%
PWM
1961
Purus Wealth Management
California
$245K +$31.4K +130 +14%
CG
1962
Cutler Group
California
$244K -$3.66M -15,158 -93%
FAFN
1963
First Affirmative Financial Network
Colorado
$244K -$61.2K -253 -19%
CFGSD
1964
Compass Financial Group (South Dakota)
South Dakota
$244K +$257K +1,065 New
MJRIC
1965
Mogy Joel R Investment Counsel
California
$243K – – –
NFSG
1966
Newbridge Financial Services Group
Florida
$242K -$160K -661 -38%
LT
1967
Legacy Trust
Michigan
$241K – – –
PWA
1968
Peterson Wealth Advisors
Utah
$241K +$16.2K +67 +7%
LAM
1969
Lifestyle Asset Management
Texas
$241K -$96.9K -401 -28%
GIM
1970
Greylin Investment Management
Virginia
$240K – – –
AF
1971
Alerus Financial
North Dakota
$240K -$11.6K -48 -4%
WRM
1972
Weybosset Research & Management
Rhode Island
$240K – – –
GWM
1973
GSB Wealth Management
Connecticut
$239K -$30K -124 -11%
HC
1974
Hourglass Capital
Texas
$238K – – –
HHGA
1975
Halbert Hargrove Global Advisors
California
$238K -$2.9K -12 -1%
77 78
79
80 81