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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2051
Cullen Capital Management
New York
$216K +$196K +900 New
SRC
2052
Shufro Rose & Co
New York
$216K +$196K +900 New
MF
2053
Manchester Financial
California
$215K +$195K +897 New
FMTC
2054
Farmers & Merchants Trust Company
California
$214K +$195K +894 New
WI
2055
Wedgewood Investors
Pennsylvania
$214K +$194K +893 New
SWS
2056
SYSTM Wealth Solutions
Illinois
$213K +$193K +888 New
WCM
2057
WealthBridge Capital Management
Ohio
$213K -$181K -833 -48%
OCPWS
2058
One Charles Private Wealth Services
Massachusetts
$213K +$193K +887 New
KCM
2059
Kornitzer Capital Management
Kansas
$212K +$193K +887 New
CPWA
2060
Cerro Pacific Wealth Advisors
California
$212K +$193K +885 New
TCWA
2061
Ten Capital Wealth Advisors
Washington
$212K +$33.7K +155 +21%
PMFA
2062
Plante Moran Financial Advisors
Michigan
$210K -$22K -101 -10%
JGC
2063
J. Goldman & Co
New York
$210K +$191K +877 New
AWM
2064
Adams Wealth Management
Utah
$210K +$191K +876 New
KBFS
2065
Kohmann Bosshard Financial Services
Ohio
$210K +$190K +875 New
TC
2066
Telemus Capital
Michigan
$210K +$183K +842 New
SPC
2067
Stewart & Patten Company
California
$209K -$200K -918 -51%
OCM
2068
Orion Capital Management
California
$208K – – –
TCM
2069
Teza Capital Management
Illinois
$208K +$189K +868 New
CWG
2070
Cornerstone Wealth Group
North Carolina
$207K +$188K +863 New
LWCFA
2071
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
LFGO
2072
Legacy Financial Group (Oklahoma)
Oklahoma
$205K +$186K +854 New
PSCM
2073
Per Stirling Capital Management
Texas
$204K +$186K +853 New
CAM
2074
Covenant Asset Management
New Jersey
$204K +$185K +852 New
WMA
2075
West Michigan Advisors
Michigan
$204K +$185K +852 New
81 82
83
84 85