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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Advisornet Financial
Minnesota
$1.09M -$2.11M -15,973 -67%
SC
752
Savant Capital
Illinois
$1.09M +$72.1K +546 +7%
WPW
753
Winthrop Partners - WNY
New York
$1.09M – – –
FIG
754
FundX Investment Group
California
$1.09M – – –
YMRC
755
Yorktown Management & Research Company
Virginia
$1.09M – – –
VI
756
Versor Investments
New York
$1.09M -$225K -1,700 -18%
HKIM
757
Hayek Kallen Investment Management
Alabama
$1.09M +$454K +3,435 +76%
GI
758
GAMCO Investors
Connecticut
$1.08M -$277K -2,100 -21%
NFG
759
Next Financial Group
Texas
$1.07M +$595K +4,504 +134%
SWM
760
SeaCrest Wealth Management
New York
$1.07M -$8.19K -62 -0.8%
GFA
761
Gifford Fong Associates
California
$1.06M – – –
FWM
762
Frontier Wealth Management
Missouri
$1.05M +$25.5K +193 +3%
RB
763
Rodgers Brothers
Pennsylvania
$1.05M +$1.02M +7,720 New
PT
764
Plimoth Trust
Massachusetts
$1.05M +$60.5K +458 +6%
GCM
765
Gables Capital Management
Florida
$1.04M -$87.9K -665 -8%
QIM
766
Quest Investment Management
Oregon
$1.04M – – –
GP
767
Girard Partners
Pennsylvania
$1.03M +$56.2K +425 +6%
BSW
768
Buckingham Strategic Wealth
Missouri
$1.02M +$170K +1,286 +21%
FAIM
769
Financial Advocates Investment Management
Washington
$1.02M +$10.8K +82 +1%
GVAG
770
Great Valley Advisor Group
Delaware
$1.02M -$12.2K -92 -1%
CCP
771
Corient Capital Partners
California
$1.02M -$1.27M -9,617 -56%
IFWM
772
Institute for Wealth Management
Colorado
$1.02M +$127K +962 +15%
SEC
773
Seven Eight Capital
New York
$1.01M -$4.33M -32,800 -82%
SSWM
774
Smith Salley Wealth Management
North Carolina
$1.01M +$20.3K +154 +2%
SCP
775
Syntal Capital Partners
Texas
$1.01M -$60.7K -459 -6%
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