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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1051
Summit Financial Group
West Virginia
$1.06M +$252K +1,090 +29%
LWAM
1052
Legacy Wealth Asset Management
Minnesota
$1.05M -$29.8K -129 -3%
BAM
1053
Blueshift Asset Management
New Jersey
$1.05M +$746K +3,229 +201%
QFA
1054
Quattro Financial Advisors
Texas
$1.05M – – –
SSI
1055
Scott & Selber Inc
Texas
$1.04M -$1.16K -5 -0.1%
CIA
1056
Choate Investment Advisors
Massachusetts
$1.03M +$429K +1,857 +64%
RWA
1057
River Wealth Advisors
Pennsylvania
$1.03M -$46.2K -200 -4%
GC
1058
Garde Capital
Washington
$1.03M – – –
FAM
1059
Flaharty Asset Management
Florida
$1.03M -$27.7K -120 -2%
CFD
1060
Creative Financial Designs
Indiana
$1.03M +$43.9K +190 +4%
EIA
1061
Eldridge Investment Advisors
New Hampshire
$1.02M – – –
CCG
1062
Capital CS Group
California
$1.02M +$1.09M +4,705 New
NQWM
1063
Northwest Quadrant Wealth Management
Oregon
$1.02M -$22.9K -99 -2%
CFA
1064
Camarda Financial Advisors
Florida
$1.02M +$13.4K +58 +1%
RM
1065
Resource Management
Louisiana
$1.02M +$120K +518 +12%
PIMG
1066
Patriot Investment Management Group
Tennessee
$1.02M +$3.69K +16 +0.3%
EI
1067
Ethic Inc
New York
$1.01M -$258K -1,116 -19%
VIA
1068
Vident Investment Advisory
Georgia
$1.01M -$504K -2,183 -32%
PFT
1069
Providence First Trust
Arizona
$997K – – –
WBG
1070
Wharton Business Group
Pennsylvania
$996K +$232K +1,005 +28%
DWA
1071
Delos Wealth Advisors
Texas
$996K +$1.06M +4,575 New
AF
1072
Arrow Financial
New York
$994K +$337K +1,458 +47%
JWCA
1073
J.W. Coons Advisors
Ohio
$992K -$56.6K -245 -5%
PFM
1074
Patton Fund Management
Texas
$988K +$2.08K +9 +0.2%
RCM
1075
RNC Capital Management
California
$988K +$197K +852 +23%
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