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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2251
Wealth Intelligence
Georgia
$706K +$685K +1,232 New
GHAM
2252
Gilman Hill Asset Management
Connecticut
$705K +$11.1K +20 +2%
NBWM
2253
North Berkeley Wealth Management
California
$703K +$111K +200 +19%
NFC
2254
Northstar Financial Companies
Pennsylvania
$700K +$13.9K +25 +2%
FPWM
2255
FSB Premier Wealth Management
Iowa
$700K +$15.6K +28 +2%
CFMC
2256
Curbstone Financial Management Corp
New Hampshire
$700K – – –
CUAMC
2257
China Universal Asset Management Company
China
$699K +$11.7K +21 +2%
PCMF
2258
Private Capital Management (Florida)
Florida
$699K +$678K +1,220 New
SSW
2259
Smith Shellnut Wilson
Mississippi
$698K -$8.89K -16 -1%
CWM
2260
Centric Wealth Management
Illinois
$698K +$12.8K +23 +2%
CIM
2261
Cambria Investment Management
California
$695K +$294K +529 +77%
VCM
2262
Vines Capital Management
Louisiana
$695K +$675K +1,214 New
MWM
2263
Mindset Wealth Management
Indiana
$695K -$55.6K -100 -8%
KOC
2264
Koss-Olinger Consulting
Florida
$695K -$111K -199 -14%
VPWA
2265
Vestia Personal Wealth Advisors
Indiana
$695K -$43.9K -79 -7%
GLLW
2266
Graves Light Lenhart Wealth
Virginia
$694K -$11.7K -21 -2%
FRM
2267
Fox Run Management
Connecticut
$694K +$674K +1,212 New
WW
2268
Westshore Wealth
California
$693K -$43.4K -78 -6%
NB
2269
Northwest Bancshares
Pennsylvania
$693K -$27.8K -50 -4%
BBA
2270
Braun-Bostich & Associates
Pennsylvania
$693K -$24.5K -44 -4%
PWC
2271
Pathfinder Wealth Consulting
North Carolina
$692K +$671K +1,208 New
GP
2272
Guardian Partners
Canada
$692K +$556K +1,000 New
RWC
2273
Rare Wolf Capital
Washington
$691K +$671K +1,207 New
CWA
2274
CJM Wealth Advisers
Virginia
$691K +$2.22K +4 +0.3%
PJWM
2275
Philip James Wealth Mangement
Georgia
$691K -$1.11K -2 -0.2%
89 90
91
92 93