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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
2251
First Hawaiian Bank
Hawaii
$405K – – –
GAA
2252
Global Assets Advisory
Florida
$404K -$305K -916 -47%
RFA
2253
Register Financial Advisors
Georgia
$403K – – –
ECM
2254
Elgethun Capital Management
South Dakota
$403K -$9.67K -29 -3%
JF
2255
Joule Financial
Kentucky
$403K -$39.7K -119 -10%
LIA
2256
LBMC Investment Advisors
Tennessee
$402K – – –
DDC
2257
DF Dent & Co
Maryland
$402K +$92K +276 +36%
LIA
2258
Lynx Investment Advisory
District of Columbia
$401K +$2K +6 +0.6%
SWIM
2259
Smallwood Wealth Investment Management
New Jersey
$399K – – –
NBWM
2260
North Berkeley Wealth Management
California
$399K -$257K -772 -43%
CWM
2261
Centric Wealth Management
Illinois
$399K +$11.7K +35 +4%
PWP
2262
Private Wealth Partners
California
$399K -$33.3K -100 -9%
NEWAS
2263
N.E.W. Advisory Services
Wisconsin
$399K -$26K -78 -7%
BRA
2264
Bender Robert & Associates
California
$398K -$13.3K -40 -4%
HW
2265
HORAN Wealth
Ohio
$397K +$341K +1,023 New
NRI
2266
NFP Retirement Inc
California
$397K +$3.67K +11 +1%
HCM
2267
Highview Capital Management
Illinois
$396K – – –
WAM
2268
WNY Asset Management
New York
$396K +$94K +282 +38%
AIA
2269
Arbor Investment Advisors
North Carolina
$395K -$1K -3 -0.3%
LWA
2270
Ledgewood Wealth Advisors
New Hampshire
$395K – – –
HCM
2271
Hutchinson Capital Management
California
$394K -$333 -1 -0.1%
AA
2272
Alesco Advisors
New York
$394K -$33K -99 -9%
GSWA
2273
Good Steward Wealth Advisors
Tennessee
$393K +$1.67K +5 +0.5%
SPWG
2274
Syntegra Private Wealth Group
Missouri
$393K +$12K +36 +4%
DA
2275
Dover Advisors
Virginia
$393K +$23K +69 +7%
89 90
91
92 93