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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1001
SNS Financial Group
Minnesota
$441K -$37.4K -294 -8%
PCA
1002
Personal Capital Advisors
California
$440K +$172K +1,354 +63%
CWM
1003
Cornerstone Wealth Management
Missouri
$439K -$47.4K -373 -10%
CIAS
1004
Capital Investment Advisory Services
North Carolina
$439K +$31.9K +251 +8%
CI
1005
Capital Innovations
Wisconsin
$438K -$20.3K -160 -4%
CAG
1006
Crestwood Advisors Group
Massachusetts
$437K -$37.4K -294 -8%
TFA
1007
Toth Financial Advisory
Virginia
$437K +$1.27K +10 +0.3%
DAS
1008
Dynamic Advisor Solutions
Arizona
$437K +$20.6K +162 +5%
GW
1009
GW & Wade
Massachusetts
$437K +$22.9K +180 +5%
OAM
1010
Oak Asset Management
California
$434K +$437K +3,439 New
ASC
1011
Atalanta Sosnoff Capital
New York
$433K -$7.75K -61 -2%
BRM
1012
Boston Research & Management
Massachusetts
$432K – – –
GRP
1013
Global Retirement Partners
California
$430K +$45.1K +355 +12%
FM
1014
Foster & Motley
Ohio
$426K +$13.6K +107 +3%
LB
1015
Landmark Bank
Missouri
$424K -$5.08K -40 -1%
HR
1016
Howe & Rusling
New York
$424K – – –
CBT
1017
Capital Bank & Trust
California
$424K +$23K +181 +6%
DBIA
1018
Dumont & Blake Investment Advisors
New Jersey
$423K -$635 -5 -0.1%
KA
1019
KLCM Advisors
Wisconsin
$423K – – –
QCG
1020
Quadrant Capital Group
Ohio
$422K +$4.07K +32 +0.9%
SAM
1021
SignalPoint Asset Management
Missouri
$422K +$27.1K +213 +7%
WI
1022
Wintrust Investments
Illinois
$421K -$5.21K -41 -1%
BAS
1023
Brown Advisory Securities
Maryland
$418K -$15.2K -120 -4%
SWM
1024
SVA Wealth Management
Wisconsin
$417K +$84.6K +666 +25%
ITIM
1025
Indiana Trust & Investment Management
Indiana
$415K +$36.8K +290 +10%
39 40
41
42 43