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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1226
Harbor Investment Advisory
Maryland
$344K -$11K -78 -3%
T
1227
TRUADVICE
Florida
$343K +$311K +2,217 New
AIM
1228
AIA Investment Management
Singapore
$343K +$323K +2,300 New
RFM
1229
Royal Fund Management
Florida
$342K -$72.6K -517 -18%
SWA
1230
Stratos Wealth Advisors
Ohio
$341K -$11K -78 -3%
WA1
1231
Wimmer Associates 1
California
$341K – – –
BCA
1232
Bay Colony Advisors
Massachusetts
$339K +$47.1K +335 +17%
CA
1233
Calton & Associates
Florida
$338K +$30.5K +217 +11%
GWM
1234
Gray Wealth Management
Maine
$336K -$16.6K -118 -5%
IC
1235
Intersect Capital
California
$336K +$61.4K +437 +24%
PFBT
1236
Parkside Financial Bank & Trust
Missouri
$335K -$164K -1,165 -34%
RPC
1237
Rossmore Private Capital
Connecticut
$335K +$38.6K +275 +14%
MYIA
1238
Mount Yale Investment Advisors
Colorado
$334K +$314K +2,237 New
PAA
1239
Peregrine Asset Advisers
Oregon
$332K -$983 -7 -0.3%
LDFR
1240
Lehman & Derafelo Financial Resources
Pennsylvania
$332K – – –
NAS
1241
Nicolet Advisory Services
Wisconsin
$331K -$193K -1,373 -38%
CIC
1242
Crawford Investment Counsel
Georgia
$331K -$14.3K -102 -4%
FCFC
1243
First Citizens Financial Corp
Iowa
$331K +$3.37K +24 +1%
MGWM
1244
Marks Group Wealth Management
Minnesota
$331K +$5.76K +41 +2%
CCM
1245
Covington Capital Management
California
$328K – – –
TWM
1246
Tolleson Wealth Management
Texas
$328K – – –
DC
1247
Derby & Company
Massachusetts
$328K +$9.41K +67 +3%
SSG
1248
Summit Securities Group
New York
$328K +$28.1K +200 +10%
MFG
1249
Magnus Financial Group
New York
$327K +$308K +2,192 New
1IA
1250
1834 Investment Advisors
Wisconsin
$324K -$76.8K -547 -20%
48 49
50
51 52