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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1326
TrueWealth LLC
Georgia
$155K -$38.6K -304 -20%
CDIA
1327
Capital Directions Investment Advisors
Georgia
$155K +$156K +1,228 New
EFSCE
1328
Enterprise Financial Services Corp (EFSC)
Missouri
$153K -$447K -3,518 -74%
LWM
1329
Lenox Wealth Management
Ohio
$149K +$69.1K +544 +85%
IFAM
1330
Institutional & Family Asset Management
Colorado
$148K -$17.9K -141 -11%
GEA
1331
Glen Eagle Advisors
New Jersey
$147K -$2.54K -20 -2%
FPFS
1332
First Personal Financial Services
North Carolina
$140K -$127 -1 -0.1%
SWM
1333
Selective Wealth Management
Virginia
$140K +$141K +1,109 New
SCM
1334
Silvant Capital Management
Georgia
$136K -$30.1K -237 -18%
PGAM
1335
Princeton Global Asset Management
New Jersey
$130K – – –
KOCAA
1336
Knights of Columbus Asset Advisors
Connecticut
$130K +$1.27K +10 +1%
EIP
1337
Ellis Investment Partners
Pennsylvania
$129K +$635 +5 +0.5%
PCM
1338
Penserra Capital Management
California
$127K -$559K -4,401 -81%
PFGIA
1339
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$86.8K -683 -41%
SM
1340
SG3 Management
Puerto Rico
$126K – – –
IUHSA
1341
Itau Unibanco Holding S.A.
Brazil
$124K – – –
PWP
1342
Personal Wealth Partners
Minnesota
$120K +$1.02K +8 +0.8%
MS
1343
Mizuho Securities
Japan
$120K +$114K +900 +1,800%
OC
1344
Oakworth Capital
Alabama
$112K – – –
SBL
1345
Sargent Bickham Lagudis
Colorado
$109K -$256K -2,014 -70%
AIM
1346
Acropolis Investment Management
Missouri
$109K +$109K +861 New
AF
1347
Allworth Financial
California
$108K +$3.43K +27 +3%
GWMIA
1348
Global Wealth Management Investment Advisory
Florida
$107K -$5.21K -41 -5%
GI
1349
Gradient Investments
Minnesota
$105K +$1.14K +9 +1%
DOA
1350
D'Orazio & Associates
Virginia
$104K – – –
52 53
54
55 56