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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
2101
Garden State Investment Advisory Services
New Jersey
$411K -$2.85K -8 -0.6%
BTWM
2102
Baker Tilly Wealth Management
Wisconsin
$411K -$17.5K -49 -4%
AFPL
2103
Advus Financial Partners, LLC
Florida
$410K +$10.3K +29 +2%
CCG
2104
Coastwise Capital Group
California
$410K -$145K -406 -25%
GP
2105
Greenline Partners
New York
$410K +$13.2K +37 +3%
PJWM
2106
Philip James Wealth Mangement
Georgia
$409K – – –
NFC
2107
Northstar Financial Companies
Pennsylvania
$409K -$25.3K -71 -5%
CCG
2108
Catalina Capital Group
California
$408K -$521K -1,464 -54%
SAM
2109
S.A. Mason
Michigan
$408K +$2.49K +7 +0.6%
MCM
2110
Monarch Capital Management
Indiana
$408K – – –
AMM
2111
American Money Management
California
$408K -$34.9K -98 -7%
CBT
2112
CoreFirst Bank & Trust
Kansas
$408K – – –
CAC
2113
Core Alternative Capital
Georgia
$407K -$8.9K -25 -2%
WFA
2114
WestHill Financial Advisors
California
$406K -$54.9K -154 -11%
PFG
2115
Pinnacle Financial Group
Illinois
$406K +$356 +1 +0.1%
GLLW
2116
Graves Light Lenhart Wealth
Virginia
$406K +$712 +2 +0.2%
AAA
2117
American Alpha Advisors
New York
$406K +$438K +1,231 New
GPWM
2118
Grant Private Wealth Management
California
$404K +$138K +387 +46%
PIA
2119
Perennial Investment Advisors
California
$403K +$25.6K +72 +6%
JCM
2120
J2 Capital Management
Michigan
$403K -$126K -354 -22%
CPC
2121
Congress Park Capital
New York
$402K – – –
RCG
2122
Regatta Capital Group
California
$402K +$356 +1 +0.1%
OPTFSNA
2123
Old Point Trust & Financial Services N A
Virginia
$401K – – –
MFS
2124
Miller Financial Services
Michigan
$401K -$508K -1,426 -54%
MCM
2125
Manchester Capital Management
Vermont
$401K +$75.2K +211 +21%
83 84
85
86 87