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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Segment Wealth Management
Texas
$1.85M -$28K -199 -2%
JCM
627
Jacobi Capital Management
Pennsylvania
$1.85M -$16K -114 -1%
SCA
628
Strategic Capital Advisers
Colorado
$1.84M +$9.41K +67 +0.5%
SIP
629
Stoneridge Investment Partners
Pennsylvania
$1.83M -$2.68M -19,058 -61%
PH
630
Pinnacle Holdings
Oklahoma
$1.83M -$1.17M -8,357 -40%
AF
631
Advisornet Financial
Minnesota
$1.82M +$57.7K +411 +3%
Acadian Asset Management
632
Acadian Asset Management
Massachusetts
$1.81M +$1.04M +7,410 +156%
VF
633
Virtu Financial
New York
$1.81M +$1.71M +12,147 New
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$1.79M -$35.5K -253 -2%
MCCP
635
Mission Creek Capital Partners
California
$1.78M +$1.68M +11,969 New
JPMIA
636
J.P. Marvel Investment Advisors
Massachusetts
$1.78M +$45K +320 +3%
OPA
637
Old Port Advisors
Maine
$1.78M +$6.74K +48 +0.4%
MMPW
638
Mitchell McLeod Pugh & Williams
Alabama
$1.78M -$25.3K -180 -1%
VFA
639
Valeo Financial Advisors
Indiana
$1.77M +$75K +534 +5%
LOAMU
640
Lombard Odier Asset Management (USA)
New York
$1.77M +$1.67M +11,894 New
GCM
641
Gables Capital Management
Florida
$1.76M
CWG
642
Cornerstone Wealth Group
North Carolina
$1.75M +$1.64M +11,707 New
CM
643
Castleark Management
Illinois
$1.74M +$1.64M +11,690 New
PWA
644
Providence Wealth Advisors
Illinois
$1.73M -$161K -1,149 -9%
MCAI
645
Members Capital Advisors Inc
Wisconsin
$1.73M +$1.63M +11,610 New
PVWM
646
Point View Wealth Management
New Jersey
$1.73M -$39.3K -280 -2%
EWM
647
Evercore Wealth Management
New York
$1.73M +$3.93K +28 +0.2%
Members Trust
648
Members Trust
Florida
$1.72M -$70.2K -500 -4%
RMC
649
Resources Management Corp
Connecticut
$1.71M -$7.02K -50 -0.4%
LRPA
650
L. Roy Papp & Associates
Arizona
$1.71M +$112K +800 +7%