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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1101
Symphony Financial
Texas
$1.79M -$231K -649 -9%
WAM
1102
Wolverine Asset Management
Illinois
$1.78M -$307K -861 -14%
PF
1103
Phoenix Financial
Israel
$1.78M +$950K +2,667 +99%
CIAS
1104
Capital Investment Advisory Services
North Carolina
$1.78M +$128K +360 +7%
GC
1105
Garde Capital
Washington
$1.77M +$356 +1 +0%
PAMG
1106
Patton Albertson Miller Group
Tennessee
$1.76M +$4.63K +13 +0.2%
AF
1107
Advisornet Financial
Minnesota
$1.76M -$76.2K -214 -4%
FRA
1108
Frank Rimerman Advisors
California
$1.76M +$49.5K +139 +3%
GSEP
1109
Golden State Equity Partners
California
$1.75M +$607K +1,703 +47%
CWM
1110
Connecticut Wealth Management
Connecticut
$1.75M -$54.9K -154 -3%
SWA
1111
Stratos Wealth Advisors
Ohio
$1.75M +$120K +337 +7%
AB
1112
Atlas Brown
Kentucky
$1.74M -$23.2K -65 -1%
HIP
1113
HUB Investment Partners
Texas
$1.73M +$622K +1,745 +50%
LFM
1114
LGT Fund Management
Liechtenstein
$1.73M – – –
EIA
1115
Eldridge Investment Advisors
New Hampshire
$1.73M -$7.12K -20 -0.4%
TNA
1116
True North Advisors
Texas
$1.72M -$81.2K -228 -4%
AFCM
1117
Applied Finance Capital Management
Puerto Rico
$1.72M +$101K +283 +6%
WANY
1118
Wealthspire Advisors (New York)
New York
$1.71M -$86.2K -242 -4%
CPC
1119
CFC Planning Company
Indiana
$1.71M +$127K +357 +7%
IA
1120
IFG Advisory
Georgia
$1.71M -$58.8K -165 -3%
WG
1121
Wealth Group
North Carolina
$1.71M +$26K +73 +1%
EWA
1122
Exencial Wealth Advisors
Oklahoma
$1.71M +$16.4K +46 +0.9%
MAM
1123
Martingale Asset Management
Massachusetts
$1.7M -$348K -976 -16%
SAM
1124
Smartleaf Asset Management
Massachusetts
$1.69M +$104K +292 +6%
RLH
1125
RD Lewis Holdings
Florida
$1.69M +$7.12K +20 +0.4%
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