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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1051
SOL Capital Management
Maryland
$1.27M – – –
CFGS
1052
Concourse Financial Group Securities
Alabama
$1.27M -$106K -475 -8%
CPC
1053
Cookson Peirce & Co
Pennsylvania
$1.27M -$45.3K -203 -4%
SIA
1054
Schear Investment Advisers
Ohio
$1.27M +$33.4K +150 +3%
FIA
1055
Foundations Investment Advisors
Arizona
$1.27M +$96.3K +432 +9%
IFWM
1056
Institute for Wealth Management
Colorado
$1.27M +$446 +2 +0%
XWM
1057
Xcel Wealth Management
Florida
$1.27M +$101K +451 +10%
SIMG
1058
Sonora Investment Management Group
Arizona
$1.26M +$46.4K +208 +4%
CAM
1059
Costello Asset Management
Pennsylvania
$1.26M -$255K -1,145 -18%
GW
1060
GW & Wade
Massachusetts
$1.26M -$239K -1,071 -17%
FFA
1061
First Foundation Advisors
California
$1.26M +$62.7K +281 +6%
GFS
1062
GYL Financial Synergies
Connecticut
$1.25M +$578K +2,594 +104%
FFM
1063
Forum Financial Management
Illinois
$1.24M +$155K +696 +16%
DF
1064
Donoghue Forlines
Massachusetts
$1.24M +$688K +3,084 +159%
FCB
1065
First County Bank
Connecticut
$1.23M +$111K +497 +11%
KJHP
1066
K.J. Harrison & Partners
Ontario, Canada
$1.23M – – –
CCG
1067
Cypress Capital Group
Florida
$1.22M +$159K +714 +17%
BTWM
1068
Baker Tilly Wealth Management
Wisconsin
$1.21M -$7.13K -32 -0.6%
NW
1069
Naviter Wealth
Arkansas
$1.21M +$137K +613 +14%
NFA
1070
Northern Financial Advisors
Michigan
$1.21M +$131K +588 +14%
OIA
1071
Optimum Investment Advisors
Illinois
$1.21M +$111K +500 +11%
SNB
1072
Security National Bank
Nebraska
$1.2M +$513K +2,300 +89%
DI
1073
Diligent Investors
California
$1.2M -$22.7K -102 -2%
TBA
1074
Tower Bridge Advisors
Pennsylvania
$1.19M -$1.09M -4,900 -50%
GC
1075
Garde Capital
Washington
$1.19M – – –
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