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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BRF
1226
B. Riley Financial
California
$270K -$9.86K -66 -3%
BFPW
1227
BOK Financial Private Wealth
Colorado
$269K – – –
SBSB
1228
Sullivan, Bruyette, Speros & Blaney
Virginia
$268K -$19.1K -128 -6%
RCM
1229
RB Capital Management
Nevada
$266K – – –
KF
1230
Krilogy Financial
Missouri
$266K +$96.2K +644 +49%
FANJ
1231
Financial Architects (New Jersey)
New Jersey
$265K +$32.3K +216 +12%
BRA
1232
Bender Robert & Associates
California
$264K +$2.99K +20 +1%
AWA
1233
Acorn Wealth Advisors
Michigan
$263K +$1.2K +8 +0.4%
AMM
1234
American Money Management
California
$261K +$747 +5 +0.3%
CW
1235
Cobiz Wealth
Colorado
$261K +$5.53K +37 +2%
CCM
1236
Check Capital Management
California
$259K – – –
TIM
1237
Total Investment Management
Arizona
$259K – – –
LOAMS
1238
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K – – –
WF
1239
WoodTrust Financial
Wisconsin
$258K – – –
MIH
1240
Meitav Investment House
Israel
$258K +$279K +1,864 New
CBT
1241
Central Bank & Trust
Kentucky
$257K -$13.9K -93 -5%
IUHSA
1242
Itau Unibanco Holding S.A.
Brazil
$255K -$302K -2,023 -52%
NSB
1243
Norway Savings Bank
Maine
$250K – – –
HPC
1244
Hobart Private Capital
North Carolina
$249K +$35.4K +237 +15%
ACA
1245
Anchor Capital Advisors
Massachusetts
$248K – – –
WPA
1246
Winning Points Advisors
Florida
$248K – – –
AMG
1247
Advisors Management Group
Wisconsin
$247K – – –
RSVP
1248
Ramsay Stattman Vela & Price
Colorado
$246K – – –
RG
1249
Rikoon Group
New Mexico
$245K -$6.42K -43 -2%
BCMO
1250
Buckingham Capital Management (Ohio)
Ohio
$245K +$269K +1,803 New
48 49
50
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