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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1651
Sovereign Financial Group
Connecticut
$359K +$51.2K +244 +18%
MHWM
1652
Montz Harcus Wealth Management
Louisiana
$359K +$112K +533 +49%
KF
1653
Krilogy Financial
Missouri
$358K -$3.56K -17 -1%
VBFG
1654
Vishria Bird Financial Group
Tennessee
$358K – – –
OCM
1655
One Capital Management
California
$358K +$48.7K +232 +17%
GWS
1656
Glassman Wealth Services
Virginia
$358K +$106K +506 +46%
ICM
1657
IMS Capital Management
Oregon
$357K – – –
WA
1658
WealthTrust Axiom
Pennsylvania
$356K – – –
WMG
1659
WESCAP Management Group
California
$356K – – –
SIM
1660
SSI Investment Management
California
$356K +$335K +1,596 New
PL
1661
Plancorp LLC
Missouri
$355K -$90.4K -431 -21%
ACA
1662
Affinity Capital Advisors
California
$353K -$20.6K -98 -6%
ASC
1663
Atalanta Sosnoff Capital
New York
$353K +$95K +453 +40%
BCM
1664
Beddow Capital Management
Wyoming
$352K -$7.34K -35 -2%
CCMD
1665
Cypress Capital Management (Delaware)
Delaware
$352K – – –
SWMG
1666
Sanchez Wealth Management Group
Florida
$352K +$1.89K +9 +0.6%
SSW
1667
Smith Shellnut Wilson
Mississippi
$352K +$9.23K +44 +3%
TVAMP
1668
Tennessee Valley Asset Management Partners
Tennessee
$352K +$12K +57 +4%
LA
1669
Lakeside Advisors
Washington
$351K – – –
PCI
1670
Planning Center Inc
Illinois
$350K -$5.24K -25 -2%
SAS
1671
Sanford Advisory Services
Michigan
$350K – – –
TSWM
1672
Tyler-Stone Wealth Management
Ohio
$350K +$9.86K +47 +3%
WMA
1673
Wealth Management Associates
New Jersey
$349K -$380K -1,810 -54%
DWM
1674
Doyle Wealth Management
Florida
$348K -$839 -4 -0.3%
FFMBT
1675
First Farmers & Merchants Bank Trust
Tennessee
$348K – – –
65 66
67
68 69