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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
976
Appleton Partners
Massachusetts
$348K – – –
MLFP
977
MPS Loria Financial Planners
Illinois
$348K +$461 +4 +0.1%
MCM
978
MV Capital Management
Maryland
$345K -$27.4K -238 -8%
CAI
979
Capital Advisors Inc
Oklahoma
$344K -$11.5K -100 -3%
AP
980
Atwood & Palmer
Missouri
$342K – – –
DT
981
Diversified Trust
Tennessee
$342K +$115 +1 +0%
GW
982
GW & Wade
Massachusetts
$342K +$230 +2 +0.1%
OCM
983
One Capital Management
California
$341K -$5.76K -50 -2%
SAM
984
SignalPoint Asset Management
Missouri
$341K +$315K +2,739 New
VF
985
Virtu Financial
New York
$340K +$314K +2,725 New
BRF
986
B. Riley Financial
California
$339K +$313K +2,716 New
SGAM
987
Steinberg Global Asset Management
Florida
$338K -$36.5K -317 -10%
FMLI
988
Fukoku Mutual Life Insurance
Japan
$337K +$34.5K +300 +13%
IWM
989
IHT Wealth Management
Illinois
$334K -$101K -880 -25%
SFSG
990
Stearns Financial Services Group
North Carolina
$332K -$185K -1,609 -38%
SFWA
991
Summit Financial Wealth Advisors
Louisiana
$332K -$48.8K -424 -14%
WP
992
WealthSource Partners
California
$332K -$32.2K -280 -10%
FIM
993
Freedom Investment Management
Connecticut
$332K -$16.4K -142 -5%
PA
994
Parallel Advisors
California
$331K +$4.72K +41 +2%
MWAC
995
Mariner Wealth Advisors (Cincinnati)
Ohio
$329K +$304K +2,636 New
BWM
996
BigSur Wealth Management
Florida
$325K – – –
SNB
997
Security National Bank
Nebraska
$325K – – –
HA
998
Halsey Associates
Connecticut
$324K -$69.1K -600 -19%
WPA
999
Winning Points Advisors
Florida
$324K -$4.38K -38 -1%
BONST
1000
Bank of Nova Scotia Trust
Ontario, Canada
$324K – – –
38 39
40
41 42