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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2051
Shufro Rose & Co
New York
$216K +$196K +900 New
MF
2052
Manchester Financial
California
$215K +$195K +897 New
FMTC
2053
Farmers & Merchants Trust Company
California
$214K +$195K +894 New
WI
2054
Wedgewood Investors
Pennsylvania
$214K +$194K +893 New
SWS
2055
SYSTM Wealth Solutions
Illinois
$213K +$193K +888 New
WCM
2056
WealthBridge Capital Management
Ohio
$213K -$181K -833 -48%
OCPWS
2057
One Charles Private Wealth Services
Massachusetts
$213K +$193K +887 New
KCM
2058
Kornitzer Capital Management
Kansas
$212K +$193K +887 New
CPWA
2059
Cerro Pacific Wealth Advisors
California
$212K +$193K +885 New
TCWA
2060
Ten Capital Wealth Advisors
Washington
$212K +$33.7K +155 +21%
PMFA
2061
Plante Moran Financial Advisors
Michigan
$210K -$22K -101 -10%
JGC
2062
J. Goldman & Co
New York
$210K +$191K +877 New
AWM
2063
Adams Wealth Management
Utah
$210K +$191K +876 New
KBFS
2064
Kohmann Bosshard Financial Services
Ohio
$210K +$190K +875 New
TC
2065
Telemus Capital
Michigan
$210K +$183K +842 New
SPC
2066
Stewart & Patten Company
California
$209K -$200K -918 -51%
OCM
2067
Orion Capital Management
California
$208K – – –
TCM
2068
Teza Capital Management
Illinois
$208K +$189K +868 New
CWG
2069
Cornerstone Wealth Group
North Carolina
$207K +$188K +863 New
LWCFA
2070
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
LFGO
2071
Legacy Financial Group (Oklahoma)
Oklahoma
$205K +$186K +854 New
PSCM
2072
Per Stirling Capital Management
Texas
$204K +$186K +853 New
CAM
2073
Covenant Asset Management
New Jersey
$204K +$185K +852 New
WMA
2074
West Michigan Advisors
Michigan
$204K +$185K +852 New
PFWA
2075
Paces Ferry Wealth Advisors
Georgia
$203K +$184K +846 New
81 82
83
84 85