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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1401
Allegheny Financial Group
Pennsylvania
$778K +$118K +434 +18%
CANY
1402
Caxton Associates (New York)
New York
$776K -$204K -752 -21%
AIA
1403
Alera Investment Advisors
Illinois
$776K -$106K -389 -12%
GP
1404
Girard Partners
Pennsylvania
$775K +$271 +1 +0%
BI
1405
Ballast Inc
Kentucky
$771K -$10.9K -40 -1%
UFF
1406
USA Financial Formulas
Michigan
$769K – – –
FCAS
1407
First Command Advisory Services
Texas
$769K +$764K +2,816 New
PG
1408
Prostatis Group
Maryland
$768K -$2.98K -11 -0.4%
DEM
1409
Disciplined Equity Management
Florida
$767K – – –
MCM
1410
Manchester Capital Management
Vermont
$765K – – –
WP
1411
Wealthspan Partners
Iowa
$765K +$1.36K +5 +0.2%
PC
1412
Peavine Capital
Nevada
$764K – – –
RWMG
1413
Redwood Wealth Management Group
New Jersey
$762K +$4.07K +15 +0.5%
AMBIA
1414
Allen Mooney & Barnes Investment Advisors
Georgia
$761K -$34.2K -126 -4%
TBC
1415
Ted Buchan & Co
California
$761K -$29.8K -110 -4%
FMN
1416
Financial Management Network
California
$759K -$17.1K -63 -2%
CFA
1417
Capstone Financial Advisors
Illinois
$758K +$1.36K +5 +0.2%
SFS
1418
Stiles Financial Services
Minnesota
$756K -$42.6K -157 -5%
PIMG
1419
Patriot Investment Management Group
Tennessee
$755K -$181K -668 -19%
CWM
1420
Cahaba Wealth Management
Georgia
$754K -$33.4K -123 -4%
FF
1421
Friedenthal Financial
New Jersey
$751K +$746K +2,751 New
KFI
1422
Key Financial Inc
Pennsylvania
$749K – – –
LOIP
1423
Live Oak Investment Partners
Texas
$747K – – –
EBWM
1424
Eagle Bluffs Wealth Management
Missouri
$746K -$11.7K -43 -2%
FSA
1425
Fort Sheridan Advisors
Illinois
$745K +$102K +375 +16%
55 56
57
58 59