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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
476
Miracle Mile Advisors
California
$27.7M +$910K +1,036 +4%
CCM
477
Coldstream Capital Management
Washington
$27.6M -$1.41M -1,600 -6%
KWA
478
Kingswood Wealth Advisors
California
$27.3M +$3.74M +4,262 +20%
SB
479
Simmons Bank
Arkansas
$27.2M -$647K -737 -3%
IAS
480
Insigneo Advisory Services
Florida
$27.2M +$18.4M +20,982 +463%
HIMCH
481
Hartford Investment Management Co (HIMCO)
Connecticut
$27.1M -$926K -1,054 -4%
SCM
482
Shelton Capital Management
Colorado
$27M -$4.82M -5,484 -18%
SPC
483
Sigma Planning Corp
Michigan
$26.8M +$2.4M +2,733 +12%
FAM
484
Fred Alger Management
New York
$26.8M -$39.4M -44,874 -64%
AWM
485
Apollon Wealth Management
South Carolina
$26.8M +$690K +786 +3%
AAS
486
Ameritas Advisory Services
Nebraska
$26.7M +$10.6M +12,085 +93%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$26.7M -$566K -644 -3%
TCA
488
Trifecta Capital Advisors
Illinois
$26.6M -$191K -217 -0.9%
SI
489
Symmetry Investments
Jersey
$26.5M +$13.3M +15,090 +154%
GRP
490
Global Retirement Partners
California
$26.5M +$21.8M +24,854 New
TS
491
Triglav Skladi
Slovenia
$26.1M +$4.66M +5,300 +28%
MSRPS
492
Maryland State Retirement & Pension System
Maryland
$26.1M +$1.08M +1,233 +5%
CL
493
Choreo LLC
Illinois
$26M +$427K +486 +2%
IWM
494
Integris Wealth Management
California
$25.8M – – –
DAS
495
Dynamic Advisor Solutions
Arizona
$25.6M +$387K +440 +2%
DI
496
DRH Investments
California
$25.3M -$5.74M -6,532 -22%
KCPG
497
Kavar Capital Partners Group
Kansas
$25.2M +$891K +1,014 +4%
BTI
498
Blue Trust Inc
Georgia
$25.1M -$1.17M -1,330 -5%
LSERS
499
Louisiana State Employees Retirement System
Louisiana
$25M -$176K -200 -0.8%
SWP
500
Stratos Wealth Partners
Ohio
$25M +$1.56M +1,772 +8%
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