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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1126
Allen Capital Group
Nebraska
$392K +$3.68K +26 +1%
GAM
1127
Garrison Asset Management
Arkansas
$391K – – –
JCM
1128
Jacobi Capital Management
Pennsylvania
$391K +$20.7K +146 +6%
FCFC
1129
First Commonwealth Financial Corp
Pennsylvania
$390K -$97.6K -690 -21%
TFO
1130
Tarbox Family Office
California
$389K – – –
WAAG
1131
Wealth Alliance Advisory Group
Kansas
$389K +$7.07K +50 +2%
DI
1132
Diligent Investors
California
$388K +$13.4K +95 +4%
CC
1133
Chicago Capital
Illinois
$383K – – –
SIM
1134
Sterling Investment Management
Arizona
$383K +$141 +1 +0%
PCA
1135
Personal Capital Advisors
California
$382K +$20.9K +148 +6%
GRP
1136
Global Retirement Partners
California
$380K +$50.9K +360 +17%
PFBT
1137
Parkside Financial Bank & Trust
Missouri
$379K -$2.12K -15 -0.6%
RIM
1138
Regent Investment Management
Kentucky
$377K – – –
BDF
1139
Balasa Dinverno & Foltz
$376K -$3.54K -25 -1%
ACA
1140
Atlas Capital Advisors
Wyoming
$375K -$85K -601 -20%
LC
1141
LCNB Corp
Ohio
$375K – – –
AIS
1142
American Investment Services
Massachusetts
$373K -$230K -1,626 -40%
SIA
1143
Starfire Investment Advisers
Michigan
$373K – – –
TAM
1144
Trillium Asset Management
Massachusetts
$371K – – –
SFSG
1145
Stearns Financial Services Group
North Carolina
$366K +$14.4K +102 +4%
HH
1146
Hilltop Holdings
Texas
$364K +$27.2K +192 +9%
FHC
1147
First Heartland Consultants
Missouri
$364K +$55.7K +394 +20%
WBG
1148
Wharton Business Group
Pennsylvania
$363K – – –
LCM
1149
LVM Capital Management
Michigan
$362K – – –
SYBT
1150
Stock Yards Bank & Trust
Kentucky
$362K +$42.7K +302 +15%
44 45
46
47 48