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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1326
Reilly Financial Advisors
California
$206K +$45.6K +289 +26%
AF
1327
Allworth Financial
California
$205K -$11.5K -73 -5%
BTW
1328
Boston Trust Walden
Massachusetts
$205K – – –
FA
1329
FCG Advisors
New Jersey
$205K +$220K +1,394 New
OIA
1330
OneDigital Investment Advisors
Kansas
$203K -$28.9K -183 -12%
LA
1331
LexAurum Advisors
Kansas
$203K -$23.4K -148 -10%
GLA
1332
Good Life Advisors
Pennsylvania
$203K -$14.4K -91 -6%
GLI
1333
Guardian Life Insurance
New York
$202K -$85.9K -544 -28%
VCM
1334
Vigilant Capital Management
Maine
$200K +$16.9K +107 +9%
SFFS
1335
Stonehage Fleming Financial Services
Jersey
$197K – – –
CWM
1336
Catamount Wealth Management
Connecticut
$196K – – –
KF
1337
Krilogy Financial
Missouri
$194K -$198K -1,256 -49%
SCM
1338
Silvant Capital Management
Georgia
$194K +$207K +1,313 New
BDWM
1339
Brewin Dolphin Wealth Management
Ireland
$194K – – –
QCG
1340
Quadrant Capital Group
Ohio
$193K +$4.11K +26 +2%
IFAM
1341
Institutional & Family Asset Management
Colorado
$191K +$205K +1,298 New
RWP
1342
RWA Wealth Partners
Massachusetts
$187K -$37.9K -240 -16%
ANBT
1343
American National Bank & Trust
Texas
$186K +$190K +1,204 +2,041%
ARMT
1344
Amica Retiree Medical Trust
Rhode Island
$185K +$198K +1,252 New
TL
1345
TrueWealth LLC
Georgia
$183K -$2.53K -16 -1%
AIS
1346
AlphaOne Investment Services
Pennsylvania
$183K +$196K +1,243 New
CIS
1347
Capital International Sarl
California
$177K – – –
ACS
1348
Archford Capital Strategies
Illinois
$165K +$165K +1,045 New
MWM
1349
MinichMacGregor Wealth Management
New York
$164K -$316 -2 -0.2%
HFM
1350
Harvest Fund Management
China
$162K +$43.4K +275 +33%
52 53
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55 56