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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
751
Merit Financial Group
Georgia
$2.71M +$152K +681 +7%
JFG
752
Jefferies Financial Group
New York
$2.7M +$476K +2,134 +24%
SFA
753
Sequoia Financial Advisors
Ohio
$2.7M +$168K +752 +7%
KC
754
Kinloch Capital
Virginia
$2.69M -$26.5K -119 -1%
CAM
755
CPA Asset Management
Florida
$2.68M – – –
MCCP
756
Mission Creek Capital Partners
California
$2.68M -$194K -872 -7%
JCM
757
Jacobi Capital Management
Pennsylvania
$2.68M +$19.8K +89 +0.8%
GL
758
Graypoint LLC
New York
$2.68M -$68K -305 -3%
TCOT
759
Trust Company of Toledo
Ohio
$2.68M -$87.6K -393 -3%
HCM
760
Hodges Capital Management
Texas
$2.67M -$2.39M -10,699 Closed
ECG
761
Edge Capital Group
Georgia
$2.67M -$34.8K -156 -1%
CICI
762
Capital Investment Counsel Inc
North Carolina
$2.67M +$66.9K +300 +3%
AMG
763
Asset Management Group
Connecticut
$2.67M +$11.8K +53 +0.5%
BWAM
764
Boyd Watterson Asset Management
Ohio
$2.66M +$892 +4 +0%
HAI
765
Hennessy Advisors Inc
California
$2.66M -$66.9K -300 -3%
SWM
766
Spire Wealth Management
Virginia
$2.65M -$122K -548 -5%
E
767
Ergoteles
New York
$2.65M +$2.4M +10,758 New
AAS
768
Ameritas Advisory Services
Nebraska
$2.64M -$1.56M -7,016 -39%
AA
769
ALPS Advisors
Colorado
$2.63M +$251K +1,127 +12%
HI
770
Horizon Investments
North Carolina
$2.62M +$123K +553 +5%
WPP
771
Whalerock Point Partners
Rhode Island
$2.6M +$14.9K +67 +0.6%
TC
772
Truvestments Capital
Florida
$2.59M +$81.2K +364 +4%
MMPW
773
Mitchell McLeod Pugh & Williams
Alabama
$2.58M +$6.24K +28 +0.3%
MAM
774
Mystic Asset Management
Rhode Island
$2.57M -$39K -175 -2%
PTC
775
Private Trust Company
Ohio
$2.57M +$121K +543 +5%
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