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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
1101
Ingalls & Snyder LLC
New York
$2.15M +$15K +45 +0.8%
CGL
1102
Clarius Group LLC
Washington
$2.14M +$5.33K +16 +0.3%
IP
1103
Intellectus Partners
California
$2.13M -$73K -219 -4%
CCMG
1104
Clark Capital Management Group
Pennsylvania
$2.13M -$18.7K -56 -1%
SCM
1105
SCS Capital Management
Massachusetts
$2.12M +$6.67K +20 +0.4%
AMG
1106
Advisors Management Group
Wisconsin
$2.12M -$4.33K -13 -0.2%
TPI
1107
Trust Point Inc
Wisconsin
$2.11M -$20.7K -62 -1%
BCWM
1108
Bartlett & Co Wealth Management
Ohio
$2.1M -$171K -512 -9%
RBFC
1109
Roman Butler Fullerton & Co
Missouri
$2.1M +$2.67K +8 +0.2%
NAS
1110
Nicolet Advisory Services
Wisconsin
$2.1M +$335K +1,006 +26%
NFG
1111
Nations Financial Group
Iowa
$2.1M -$21.3K -64 -1%
C
1112
Certuity
Florida
$2.09M -$507K -1,522 -22%
AIS
1113
AM Investment Strategies
Tennessee
$2.08M +$312K +936 +21%
GC
1114
Garde Capital
Washington
$2.08M +$667 +2 +0%
TT
1115
TI-Trust
Illinois
$2.08M -$33.3K -100 -2%
CWAF
1116
Core Wealth Advisors (Florida)
Florida
$2.08M -$659K -1,978 -27%
EFS
1117
Econ Financial Services
Pennsylvania
$2.08M +$1.78M +5,349 New
SWM
1118
Silverlake Wealth Management
Vermont
$2.07M +$547K +1,640 +44%
BFW
1119
Brady Family Wealth
Missouri
$2.07M +$1.54M +4,635 +673%
ECM
1120
Eisler Capital Management
United Kingdom
$2.06M -$16.9M -50,750 -91%
PAMG
1121
Patton Albertson Miller Group
Tennessee
$2.05M -$19.3K -58 -1%
LAM
1122
LOM Asset Management
$2.05M +$1.76M +5,286 New
AA
1123
Advisory Alpha
Michigan
$2.05M +$74.3K +223 +4%
WCAMG
1124
Woodard & Company Asset Management Group
North Carolina
$2.04M +$82.7K +248 +5%
CWM
1125
Connecticut Wealth Management
Connecticut
$2.04M -$16K -48 -0.9%
43 44
45
46 47