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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1201
Trustmark National Bank Trust Department
Mississippi
$1.09M -$86.8K -320 -7%
CIM
1202
CIM Investment Management
Pennsylvania
$1.09M -$25K -92 -2%
SF
1203
Symphony Financial
Texas
$1.08M +$229K +844 +27%
HFM
1204
Harvest Fund Management
China
$1.08M +$480K +1,770 +81%
SC
1205
Syon Capital
California
$1.08M +$1.07M +3,959 New
TCB
1206
Texas Capital Bancshares
Texas
$1.08M +$2.17K +8 +0.2%
IWA
1207
IVC Wealth Advisors
Pennsylvania
$1.08M +$4.34K +16 +0.4%
CBT
1208
CoreFirst Bank & Trust
Kansas
$1.08M +$2.44K +9 +0.2%
QCIG
1209
Quad-Cities Investment Group
Iowa
$1.08M -$19.3K -71 -2%
CNFG
1210
Creegan & Nassoura Financial Group
New Hampshire
$1.08M -$1.36K -5 -0.1%
PWPS
1211
Pinnacle Wealth Planning Services
Ohio
$1.08M -$563K -2,077 -35%
SNB
1212
Security National Bank
Nebraska
$1.07M -$271K -1,000 -20%
JF
1213
Jump Financial
Illinois
$1.07M +$238K +879 +29%
MFA
1214
Mayflower Financial Advisors
Massachusetts
$1.07M -$16.3K -60 -2%
CFG
1215
Cooper Financial Group
California
$1.06M +$232K +856 +28%
TA
1216
TKG Advisors
Indiana
$1.06M -$1.34M -4,955 -56%
VCM
1217
Virtue Capital Management
Tennessee
$1.06M – – –
SFSG
1218
Sound Financial Strategies Group
Mississippi
$1.06M -$94.7K -349 -8%
CFS
1219
CRA Financial Services
New Jersey
$1.06M – – –
RFG
1220
RFP Financial Group
Georgia
$1.05M -$73.8K -272 -7%
ECG
1221
Edge Capital Group
Georgia
$1.05M -$1.9M -7,000 -65%
FHA
1222
Flagship Harbor Advisors
Massachusetts
$1.04M -$157K -577 -13%
AA
1223
Advisory Alpha
Michigan
$1.04M -$420K -1,549 -29%
DIM
1224
Delta Investment Management
California
$1.04M +$47.5K +175 +5%
PAM
1225
Paradigm Asset Management
New York
$1.04M -$54.3K -200 -5%
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