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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
901
Semmax Financial Advisors
North Carolina
$666K +$682K +5,244 New
WFM
902
Wolff Financial Management
Michigan
$666K +$682K +5,245 New
FDS
903
First Dallas Securities
Texas
$665K +$35.8K +275 +6%
BMC
904
Beaton Management Company
Massachusetts
$664K -$65.1K -500 -9%
CCFCSB
905
Cape Cod Five Cents Savings Bank
Massachusetts
$660K +$52.8K +406 +8%
CIC
906
Carnegie Investment Counsel
Ohio
$660K +$392K +3,016 +139%
BC
907
Brinker Capital
Pennsylvania
$656K -$322K -2,477 -32%
FCA
908
FinTrust Capital Advisors
South Carolina
$655K +$670K +5,151 New
RIL
909
Rothschild Investment LLC
Illinois
$652K – – –
FPCP
910
Fort Point Capital Partners
California
$648K -$205K -1,576 -24%
SCP
911
Sandhill Capital Partners
New York
$645K -$6.63K -51 -1%
HH
912
Hilltop Holdings
Texas
$645K +$349K +2,681 +112%
UR
913
USCA RIA
Texas
$641K -$39K -300 -6%
FNT
914
First National Trust
Pennsylvania
$639K +$90.3K +694 +16%
BFO
915
Biltmore Family Office
North Carolina
$637K +$1.3K +10 +0.2%
HVIA
916
Hudson Valley Investment Advisors
New York
$636K +$3.25K +25 +0.5%
PCC
917
Park Circle Company
Maryland
$635K +$651K +5,000 New
IGGA
918
Iron Gate Global Advisors
Utah
$634K +$260 +2 +0%
IB
919
Intrust Bank
Kansas
$634K +$9.24K +71 +1%
LB
920
Legacy Bridge
Iowa
$632K +$647K +4,970 New
SIG
921
Sargent Investment Group
Maryland
$632K +$647K +4,975 New
RM
922
Resource Management
Louisiana
$624K +$9.5K +73 +2%
HPC
923
Hobart Private Capital
North Carolina
$624K +$365K +2,807 +133%
CC
924
Cedar Capital
Illinois
$622K -$30.1K -231 -5%
HF
925
HRT Financial
New York
$620K +$635K +4,884 New
35 36
37
38 39