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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1526
Quaero Capital
Switzerland
$446K +$419K +2,000 New
PG
1527
Pendal Group
Australia
$445K -$183K -872 -30%
IIM
1528
Ironwood Investment Management
Massachusetts
$445K – – –
AIM
1529
Acropolis Investment Management
Missouri
$445K +$10.7K +51 +3%
CRI
1530
Colonial River Investments
Virginia
$445K +$40.5K +193 +11%
WB
1531
West Bancorporation
Iowa
$445K +$132K +628 +46%
BIP
1532
Blueprint Investment Partners
North Carolina
$445K +$419K +1,997 New
BWA
1533
BlueSky Wealth Advisors
North Carolina
$443K +$14.7K +70 +4%
SS
1534
Sunbelt Securities
Texas
$440K -$125K -598 -23%
FBB
1535
Fulton Breakefield Broenniman
Maryland
$440K +$193K +920 +87%
BCM
1536
Bluefin Capital Management
New York
$439K -$1.6M -7,630 -79%
GCA
1537
Gradient Capital Advisors
California
$439K +$117K +559 +40%
CGA
1538
Crescent Grove Advisors
Illinois
$438K -$114K -542 -22%
CHA
1539
Cooper/Haims Advisors
New York
$437K +$16.6K +79 +4%
FA
1540
Financial Advantage
Maryland
$437K +$412K +1,965 New
FCFC
1541
First Commonwealth Financial Corp
Pennsylvania
$436K – – –
AP
1542
Appleton Partners
Massachusetts
$434K -$25K -119 -6%
CFA
1543
Camarda Financial Advisors
Florida
$434K +$409K +1,950 New
MGWM
1544
Marks Group Wealth Management
Minnesota
$433K +$32.3K +154 +9%
LWM
1545
Laidlaw Wealth Management
New York
$432K -$659K -3,141 -62%
YIA
1546
YHB Investment Advisors
Connecticut
$432K +$42.4K +202 +12%
EWM
1547
Evermay Wealth Management
Virginia
$431K – – –
CCM
1548
Corsair Capital Management
New York
$430K +$404K +1,928 New
CAI
1549
Capital Advisors Inc
Oklahoma
$428K +$50.5K +241 +14%
FPOC
1550
Financial Planners of Cleveland
Ohio
$427K -$330K -1,574 -45%
60 61
62
63 64