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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1151
Montecito Bank & Trust
California
$679K – – –
FFG
1152
Fortem Financial Group
California
$676K – – –
HWA
1153
HHM Wealth Advisors
Tennessee
$675K – – –
CFS
1154
CRA Financial Services
New Jersey
$674K – – –
TCB
1155
Texas Capital Bancshares
Texas
$674K – – –
GG
1156
Gleason Group
Kentucky
$672K +$3.96K +19 +0.5%
AA
1157
Ancora Advisors
Ohio
$672K +$205K +985 +39%
QCIG
1158
Quad-Cities Investment Group
Iowa
$671K – – –
FIM
1159
Fernwood Investment Management
Massachusetts
$671K +$32.7K +157 +5%
COF
1160
Capital One Financial
Virginia
$670K -$17.3K -83 -2%
WP
1161
WMS Partners
Maryland
$667K -$15.4K -74 -2%
CHA
1162
Carmichael Hill & Associates
Maryland
$666K +$7.29K +35 +1%
SEC
1163
Seven Eight Capital
New York
$663K -$1.55M -7,439 -68%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$660K +$18.5K +89 +3%
RMDI
1165
R.M. Davis Inc
Maine
$659K -$7.29K -35 -1%
SAM
1166
Sawgrass Asset Management
Florida
$658K -$400K -1,920 -36%
BA
1167
Ballast Advisors
Minnesota
$658K – – –
TYCC
1168
Texas Yale Capital Corp
Florida
$655K +$15.6K +75 +2%
TNB
1169
Thomasville National Bank
Georgia
$654K -$3.33K -16 -0.5%
SFS
1170
Summit Financial Strategies
Ohio
$654K +$7.5K +36 +1%
CRIG
1171
Charter Research & Investment Group
Connecticut
$653K – – –
CWM
1172
Concentric Wealth Management
California
$653K – – –
CT
1173
Cambridge Trust
Massachusetts
$652K -$29.6K -142 -4%
AWA
1174
Arete Wealth Advisors
Illinois
$648K +$58.9K +283 +9%
SFA
1175
Souders Financial Advisors
Ohio
$648K +$703K +3,375 New
45 46
47
48 49