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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
501
Summitry LLC
California
$2.06M +$159K +1,241 +8%
SWRP
502
Summit Wealth & Retirement Planning
California
$2.04M – – –
DMC
503
Drexel Morgan & Co
Pennsylvania
$2.04M +$835K +6,538 +59%
SNT
504
Security National Trust
West Virginia
$2.04M -$14.7K -115 -0.7%
PFS
505
Physicians Financial Services
North Carolina
$2.02M -$51.1K -400 -2%
HAG
506
HighPoint Advisor Group
Illinois
$2.01M -$33.6K -263 -1%
SIMM
507
Stillwater Investment Management (Minnesota)
Minnesota
$2M -$35.4K -277 -2%
AAS
508
Avantax Advisory Services
Texas
$1.98M +$25.4K +199 +1%
LPIC
509
LeJeune Puetz Investment Counsel
Michigan
$1.97M -$60.7K -475 -3%
LFDLE
510
La Financiere de L'Echiquier
France
$1.97M +$894K +7,000 +70%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$1.97M -$216K -1,694 -9%
FMBTD
512
First Midwest Bank Trust Division
Illinois
$1.96M -$55.7K -436 -3%
WS
513
Wedbush Securities
California
$1.96M -$18.8K -147 -0.9%
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.94M +$468K +3,663 +28%
BRWM
515
B. Riley Wealth Management
Tennessee
$1.94M +$1.37M +10,732 +179%
PF
516
Phoenix Financial
Israel
$1.94M +$2.2M +17,249 New
DCM
517
Donaldson Capital Management
Indiana
$1.94M -$16.1K -126 -0.8%
IMOV
518
Investment Management of Virginia
Virginia
$1.92M -$282K -2,206 -12%
CCM
519
Channing Capital Management
Illinois
$1.91M +$2.11M +16,498 New
AIC
520
Ameritas Investment Company
Nebraska
$1.9M +$338K +2,646 +19%
TWA
521
TCI Wealth Advisors
Arizona
$1.9M +$7.15K +56 +0.3%
BSW
522
Buckingham Strategic Wealth
Missouri
$1.9M +$1.22M +9,525 +140%
MI
523
Markston International
New York
$1.83M -$25.5K -200 -1%
RCM
524
RNC Capital Management
California
$1.83M +$1.33M +10,446 +196%
CAM
525
CenterStar Asset Management
Illinois
$1.82M – – –
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