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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
701
Texas Yale Capital Corp
Florida
$657K -$219K -2,310 -25%
CL
702
CPWM LLC
Washington
$657K -$113K -1,198 -14%
PMFA
703
Plante Moran Financial Advisors
Michigan
$655K -$13.4K -142 -2%
NAMA
704
Nikko Asset Management Americas
New York
$649K
GC
705
Garde Capital
Washington
$648K
MWM
706
Meridian Wealth Management
Kentucky
$648K +$661K +6,986 New
AL
707
Agran Libbie
California
$646K -$98K -1,035 -13%
CWM
708
Cornerstone Wealth Management
Missouri
$643K -$77K -813 -11%
GW
709
GW & Wade
Massachusetts
$643K +$122K +1,284 +23%
PAG
710
Private Advisory Group
Washington
$642K -$222K -2,341 -25%
PWSG
711
Pacific Wealth Strategies Group
California
$639K +$223K +2,359 +52%
PL
712
Plancorp LLC
Missouri
$637K +$9.94K +105 +2%
FSA
713
Franklin Street Advisors
North Carolina
$636K -$30.3K -320 -4%
CFD
714
Creative Financial Designs
Indiana
$634K -$302K -3,186 -32%
Cetera Investment Advisers
715
Cetera Investment Advisers
Illinois
$633K +$69.8K +737 +12%
IP
716
Investment Partners
Ohio
$632K +$16.7K +176 +3%
RCM
717
Riverhead Capital Management
Delaware
$631K +$140K +1,482 +28%
RWA
718
Ropes Wealth Advisors
Massachusetts
$617K -$8.33K -88 -1%
BFG
719
Barber Financial Group
Kansas
$617K -$1.8K -19 -0.3%
CI
720
Capital International
California
$612K +$37.9K +400 +6%
TL
721
Tirschwell & Loewy
New York
$611K
PAA
722
Peregrine Asset Advisers
Oregon
$610K -$99.6K -1,052 -14%
DHFB
723
Dixon Hubard Feinour & Brown
Virginia
$610K +$76.5K +808 +14%
FBC
724
Fairfield, Bush & Co
Connecticut
$609K
TSW
725
Thompson Siegel & Walmsley
Virginia
$609K