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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
776
Archford Capital Strategies
Illinois
$785K +$745K +7,897 New
RBC
777
Ronald Blue & Co
Georgia
$783K +$2.08K +22 +0.3%
CWM
778
Concert Wealth Management
California
$765K -$11.6K -123 -2%
QIM
779
Quest Investment Management
Oregon
$764K -$4.71K -50 -0.6%
SA
780
Strategic Advisors
New York
$764K +$34K +361 +5%
YP
781
Yellowstone Partners
Idaho
$754K -$17.1K -181 -2%
FBT
782
First Bankers Trust
Kentucky
$754K +$33K +350 +5%
TSW
783
Thompson Siegel & Walmsley
Virginia
$750K -$56.6K -600 -7%
AAM
784
Aureus Asset Management
Massachusetts
$747K +$421K +4,466 +146%
PSI
785
Pinnacle Summer Investments
Virginia
$743K -$23.9K -253 -3%
CT
786
Coastline Trust
Rhode Island
$742K +$4.71K +50 +0.7%
ARMT
787
Amica Retiree Medical Trust
Rhode Island
$735K – – –
BB
788
Bell Bank
North Dakota
$727K -$262K -2,775 -27%
SAM
789
Shikiar Asset Management
New York
$713K -$123K -1,300 -15%
TYCC
790
Texas Yale Capital Corp
Florida
$707K +$671K +7,110 New
EVC
791
Eidelman Virant Capital
Missouri
$705K -$9.43K -100 -1%
LOCC
792
Lombard Odier & Cie (Canada)
Quebec, Canada
$701K +$665K +7,055 New
EWA
793
EP Wealth Advisors
California
$696K -$71K -753 -10%
LPC
794
Loeb Partners Corp
New York
$696K – – –
BDF
795
Balasa Dinverno & Foltz
$693K +$1.32K +14 +0.2%
PAM
796
Premier Asset Management
Illinois
$684K +$649K +6,885 New
AHC
797
Anderson Hoagland & Co
Missouri
$681K – – –
PPSG
798
Princeton Portfolio Strategies Group
New Jersey
$677K +$118K +1,250 +22%
SCM
799
SOL Capital Management
Maryland
$660K – – –
CRC
800
Curi RMB Capital
Illinois
$654K +$39.6K +420 +7%
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