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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
851
Investors Asset Management of Georgia
Georgia
$1.29M -$22K -130 -2%
EVC
852
Eidelman Virant Capital
Missouri
$1.29M – – –
ANTB
853
AMG National Trust Bank
Colorado
$1.29M – – –
KTC
854
Kistler-Tiffany Companies
Pennsylvania
$1.28M – – –
SW
855
SVB Wealth
Massachusetts
$1.28M +$167K +982 +16%
CFGS
856
Concourse Financial Group Securities
Alabama
$1.28M +$40K +236 +3%
VIA
857
Vident Investment Advisory
Georgia
$1.28M +$74.6K +440 +7%
BA
858
BCM Advisors
Louisiana
$1.27M – – –
DT
859
Diversified Trust
Tennessee
$1.27M +$31.7K +187 +3%
HTC
860
Haverford Trust Company
Pennsylvania
$1.27M +$110K +650 +10%
NFG
861
Nations Financial Group
Iowa
$1.26M -$509 -3 -0%
AAM
862
AR Asset Management
California
$1.26M – – –
SAM
863
Sequent Asset Management
Texas
$1.25M -$18K -106 -2%
DWM
864
Dakota Wealth Management
Florida
$1.25M +$1.17M +6,887 New
LAM
865
L2 Asset Management
Massachusetts
$1.25M -$98.9K -583 -8%
JWCA
866
J.W. Cole Advisors
Florida
$1.25M -$3M -17,679 -72%
CCA
867
Cobblestone Capital Advisors
New York
$1.24M -$89K -525 -7%
SCA
868
STALEY CAPITAL ADVISERS
Pennsylvania
$1.24M – – –
WANY
869
Wealthspire Advisors (New York)
New York
$1.24M +$503K +2,964 +78%
WAP
870
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$72.4K +427 +7%
LWM
871
Laidlaw Wealth Management
New York
$1.22M +$1.14M +6,724 New
APW
872
Aurora Private Wealth
New Jersey
$1.22M -$45.8K -270 -4%
SC
873
Sepio Capital
Utah
$1.21M +$1.13M +6,671 New
OIA
874
OneDigital Investment Advisors
Kansas
$1.21M -$27.8K -164 -2%
LWPC
875
Legacy Wealth Partners (California)
California
$1.21M +$235K +1,386 +26%
33 34
35
36 37