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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1126
Fukoku Mutual Life Insurance
Japan
$299K -$76.6K -600 -19%
DIM
1127
Delta Investment Management
California
$298K – – –
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$297K +$327K +2,559 New
BCWM
1129
Blue Chip Wealth Management
Florida
$297K -$64.3K -503 -16%
FHC
1130
First Heartland Consultants
Missouri
$297K -$16.5K -129 -5%
EWM
1131
Evermay Wealth Management
Virginia
$296K -$52.4K -410 -14%
GH
1132
GAM Holding
Switzerland
$296K +$325K +2,547 New
PWPS
1133
Pinnacle Wealth Planning Services
Ohio
$295K -$52.8K -413 -14%
BPA
1134
Beacon Pointe Advisors
California
$295K +$325K +2,542 New
GC
1135
GFG Capital
Florida
$294K +$5.24K +41 +2%
CIM
1136
CIM Investment Management
Pennsylvania
$294K +$11.1K +87 +4%
PFM
1137
Parsec Financial Management
North Carolina
$291K – – –
GGI
1138
Godsey & Gibb Inc
Virginia
$290K +$12.8K +100 +4%
EI
1139
Ethic Inc
New York
$290K +$67.1K +525 +27%
MCM
1140
Maryland Capital Management
Maryland
$289K -$52K -407 -14%
DW
1141
Domani Wealth
Pennsylvania
$289K +$11.6K +91 +4%
JWA
1142
JFS Wealth Advisors
Pennsylvania
$288K -$1.92K -15 -0.6%
RIM
1143
Regent Investment Management
Kentucky
$287K – – –
GLA
1144
Good Life Advisors
Pennsylvania
$287K +$34.9K +273 +12%
BDF
1145
Balasa Dinverno & Foltz
$286K -$6.13K -48 -2%
F
1146
F3Logic
Minnesota
$286K +$310K +2,428 New
P
1147
Pitcairn
Pennsylvania
$285K -$23.5K -184 -7%
IA
1148
IFG Advisory
Georgia
$283K -$23.8K -186 -7%
SAM
1149
Seelaus Asset Management
New Jersey
$283K -$9.58K -75 -3%
TAM
1150
Trillium Asset Management
Massachusetts
$283K – – –
44 45
46
47 48