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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFF
1301
Level Four Financial
Texas
$599K -$117K -567 -18%
MYIA
1302
Mount Yale Investment Advisors
Colorado
$599K +$37.1K +179 +7%
MW
1303
Marcum Wealth
Ohio
$594K +$243K +1,174 +85%
SFA
1304
Source Financial Advisors
New York
$592K +$528K +2,550 New
BAM
1305
Barrett Asset Management
New York
$591K – – –
EAM
1306
Evanson Asset Management
California
$591K +$26.9K +130 +5%
GWM
1307
Gray Wealth Management
Maine
$591K +$48.2K +233 +10%
NIA
1308
Northstar Investment Advisors
Colorado
$591K +$103K +498 +24%
ARTA
1309
A.R.T. Advisors
New York
$591K +$527K +2,547 New
9WM
1310
9258 Wealth Management
Ohio
$589K +$3.52K +17 +0.7%
ESCM
1311
Echo Street Capital Management
New York
$584K +$521K +2,519 New
AA
1312
Ancora Advisors
Ohio
$583K +$15.9K +77 +3%
PFM
1313
Parsec Financial Management
North Carolina
$582K – – –
PFBT
1314
Parkside Financial Bank & Trust
Missouri
$581K +$5.38K +26 +1%
TI
1315
Trexquant Investment
Connecticut
$581K +$518K +2,504 New
BWA
1316
Bordeaux Wealth Advisors
California
$580K – – –
BEI
1317
Benjamin Edwards Inc
Missouri
$574K -$286K -1,383 -36%
TAM
1318
Trillium Asset Management
Massachusetts
$572K – – –
TFO
1319
Tarbox Family Office
California
$571K – – –
ZF
1320
Zhang Financial
Michigan
$571K – – –
XF
1321
XML Financial
Maryland
$570K -$359K -1,734 -41%
CAM
1322
Carret Asset Management
New York
$570K +$20.9K +101 +4%
AI
1323
Aperture Investors
New York
$569K +$508K +2,455 New
RT
1324
Rockland Trust
Massachusetts
$567K -$9.52K -46 -2%
EWM
1325
Evermay Wealth Management
Virginia
$566K -$68.7K -332 -12%
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