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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
2101
Marks Group Wealth Management
Minnesota
– -$215K -945 Closed
MF
2102
Manchester Financial
California
– -$218K -941 Closed
FC
2103
Fulcrum Capital
Washington
– -$215K -927 Closed
SCA
2104
SMH Capital Advisors
Texas
– -$214K -921 Closed
RGC
2105
Roberts, Glore & Co
Illinois
– -$212K -914 Closed
PI
2106
Pettee Investors
Connecticut
– -$211K -908 Closed
FUBT
2107
First United Bank & Trust
Maryland
– -$210K -905 Closed
HC
2108
Hourglass Capital
Texas
– -$209K -902 Closed
WFG
2109
Wills Financial Group
Virginia
– -$209K -901 Closed
CCM
2110
Cullen Capital Management
New York
– -$209K -900 Closed
MPIM
2111
McGinn Penninger Investment Management
Virginia
– -$209K -900 Closed
CAS
2112
Cascadia Advisory Services
Oregon
– -$208K -897 Closed
KCM
2113
Kornitzer Capital Management
Kansas
– -$206K -890 Closed
KFGK
2114
Keystone Financial Group (Kentucky)
Kentucky
– -$205K -882 Closed
DBRC
2115
D.B. Root & Company
Pennsylvania
– -$203K -877 Closed
AWM
2116
Adams Wealth Management
Utah
– -$203K -876 Closed
PPP
2117
Private Portfolio Partners
New Jersey
– -$203K -875 Closed
RBCM
2118
Raub Brock Capital Management
California
– -$201K -869 Closed
OFG
2119
Oxford Financial Group
Indiana
– -$200K -864 Closed
PFA
2120
Pettinga Financial Advisors
Indiana
– -$200K -864 Closed
CAC
2121
Certified Advisory Corp
Florida
– -$194K -839 Closed
HI
2122
Human Investing
Oregon
– -$190K -821 Closed
SCP
2123
Syntal Capital Partners
Texas
– -$151K -654 Closed
MWM
2124
Mascoma Wealth Management
New Hampshire
– -$117K -505 Closed
ACM
2125
Allred Capital Management
Texas
– -$112K -484 Closed
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