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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
776
Pictet North America Advisors
Switzerland
$1.1M – – –
AB
777
Atlas Brown
Kentucky
$1.1M +$76.8K +554 +9%
CB
778
Community Bank
New York
$1.1M -$13.2K -95 -1%
BBWA
779
Bell & Brown Wealth Advisors
California
$1.09M +$961K +6,932 New
AFNAS
780
American Financial Network Advisory Services
California
$1.08M -$108K -781 -10%
TYCC
781
Texas Yale Capital Corp
Florida
$1.08M -$34.7K -250 -4%
AI
782
Atria Investments
North Carolina
$1.06M -$2.8M -20,203 -75%
LOAME
783
Lombard Odier Asset Management (Europe)
United Kingdom
$1.06M +$933K +6,729 New
RCM
784
Riverhead Capital Management
Delaware
$1.06M +$110K +792 +13%
FSA
785
Franklin Street Advisors
North Carolina
$1.06M – – –
CWM
786
Calamos Wealth Management
Illinois
$1.05M -$3.59M -25,915 -80%
BFG
787
Barber Financial Group
Kansas
$1.05M +$30.5K +220 +3%
MCM
788
Manchester Capital Management
Vermont
$1.04M +$631K +4,550 +221%
DPIM
789
Duff & Phelps Investment Management
Illinois
$1.04M +$4.16K +30 +0.5%
GP
790
Girard Partners
Pennsylvania
$1.04M +$17.8K +128 +2%
CAG
791
Crestwood Advisors Group
Massachusetts
$1.03M +$355K +2,559 +64%
TFS
792
TrustCore Financial Services
Tennessee
$1.03M +$910K +6,560 New
CA
793
Cynosure Advisors
Utah
$1.03M +$907K +6,539 New
FWM
794
Frontier Wealth Management
Missouri
$1.03M +$27.2K +196 +3%
FPCP
795
Fort Point Capital Partners
California
$1.01M -$15.3K -110 -2%
FA
796
FDx Advisors
Illinois
$1M -$1.8M -13,008 -67%
PVWM
797
Point View Wealth Management
New Jersey
$1M -$49K -353 -5%
BRWA
798
B. Riley Wealth Advisors
Florida
$999K +$59.1K +426 +7%
HTC
799
Haverford Trust Company
Pennsylvania
$996K +$2.36K +17 +0.3%
KWM
800
Kingsview Wealth Management
Oregon
$995K +$536K +3,867 +158%
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