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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2101
WestHill Financial Advisors
California
$588K – – –
JF
2102
Joule Financial
Kentucky
$587K +$82.4K +193 +19%
JTF
2103
J. Team Financial
Texas
$584K +$523K +1,225 New
CFMC
2104
Curbstone Financial Management Corp
New Hampshire
$583K -$38.4K -90 -7%
SC
2105
Schulhoff & Co
Ohio
$583K -$35.9K -84 -6%
AMM
2106
American Money Management
California
$582K +$20.1K +47 +4%
CT
2107
Chicago Trust
Illinois
$582K -$187K -437 -26%
TGAM
2108
TBH Global Asset Management
Tennessee
$580K -$19.2K -45 -4%
JSL
2109
JT Stratford LLC
Georgia
$579K -$48.7K -114 -9%
GHAM
2110
Gilman Hill Asset Management
Connecticut
$577K +$4.7K +11 +0.9%
MFG
2111
Monte Financial Group
Connecticut
$577K – – –
PJWM
2112
Philip James Wealth Mangement
Georgia
$576K -$14.5K -34 -3%
CWA
2113
CJM Wealth Advisers
Virginia
$574K +$427 +1 +0.1%
MJRIC
2114
Mogy Joel R Investment Counsel
California
$573K – – –
MIM
2115
Merrion Investment Management
New Jersey
$573K +$85.4K +200 +20%
CUAMC
2116
China Universal Asset Management Company
China
$573K +$512K +1,200 New
CSPIA
2117
Cary Street Partners Investment Advisory
Virginia
$572K +$81.1K +190 +19%
IIC
2118
Integrated Investment Consultants
Michigan
$572K – – –
NFC
2119
Northstar Financial Companies
Pennsylvania
$571K +$854 +2 +0.2%
RA
2120
Ransom Advisory
Rhode Island
$570K -$21.3K -50 -4%
CAC
2121
Core Alternative Capital
Georgia
$570K -$17.1K -40 -3%
SGFG
2122
Silver Grove Financial Group
New York
$570K +$510K +1,194 New
FPWM
2123
FSB Premier Wealth Management
Iowa
$570K +$427 +1 +0.1%
CWM
2124
Centric Wealth Management
Illinois
$570K +$12.8K +30 +3%
WPC
2125
Waters Parkerson & Co
Louisiana
$569K -$23.5K -55 -4%
83 84
85
86 87