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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
2251
FSB Premier Wealth Management
Iowa
$700K +$15.6K +28 +2%
CFMC
2252
Curbstone Financial Management Corp
New Hampshire
$700K – – –
CUAMC
2253
China Universal Asset Management Company
China
$699K +$11.7K +21 +2%
PCMF
2254
Private Capital Management (Florida)
Florida
$699K +$678K +1,220 New
SSW
2255
Smith Shellnut Wilson
Mississippi
$698K -$8.89K -16 -1%
CWM
2256
Centric Wealth Management
Illinois
$698K +$12.8K +23 +2%
CIM
2257
Cambria Investment Management
California
$695K +$294K +529 +77%
VCM
2258
Vines Capital Management
Louisiana
$695K +$675K +1,214 New
MWM
2259
Mindset Wealth Management
Indiana
$695K -$55.6K -100 -8%
KOC
2260
Koss-Olinger Consulting
Florida
$695K -$111K -199 -14%
VPWA
2261
Vestia Personal Wealth Advisors
Indiana
$695K -$43.9K -79 -7%
GLLW
2262
Graves Light Lenhart Wealth
Virginia
$694K -$11.7K -21 -2%
FRM
2263
Fox Run Management
Connecticut
$694K +$674K +1,212 New
WW
2264
Westshore Wealth
California
$693K -$43.4K -78 -6%
NB
2265
Northwest Bancshares
Pennsylvania
$693K -$27.8K -50 -4%
BBA
2266
Braun-Bostich & Associates
Pennsylvania
$693K -$24.5K -44 -4%
PWC
2267
Pathfinder Wealth Consulting
North Carolina
$692K +$671K +1,208 New
GP
2268
Guardian Partners
Canada
$692K +$556K +1,000 New
RWC
2269
Rare Wolf Capital
Washington
$691K +$671K +1,207 New
CWA
2270
CJM Wealth Advisers
Virginia
$691K +$2.22K +4 +0.3%
PJWM
2271
Philip James Wealth Mangement
Georgia
$691K -$1.11K -2 -0.2%
KFS
2272
Kaizen Financial Strategies
California
$690K +$1.67K +3 +0.2%
CW
2273
Channel Wealth
California
$689K -$132K -238 -17%
MJRIC
2274
Mogy Joel R Investment Counsel
California
$687K – – –
HEM
2275
Henson-Edgewater Management
Ohio
$687K +$667K +1,200 New
89 90
91
92 93