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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
976
Stonehage Fleming Financial Services
Jersey
$70K – – –
IWMPD
977
Integrated Wealth Management (Palm Desert)
California
$70K +$5.32K +71 +8%
PI
978
PineBridge Investments
New York
$67K -$16.3K -218 -20%
CP
979
Corbenic Partners
Pennsylvania
$67K – – –
CCM
980
Cribstone Capital Management
Maine
$65K +$64.4K +860 New
AWM
981
AllSquare Wealth Management
New York
$60K – – –
AF
982
Allworth Financial
California
$59K -$4.12K -55 -7%
CYG
983
Clean Yield Group
Vermont
$59K +$5.99K +80 +11%
JFA
984
JNBA Financial Advisors
Minnesota
$54K -$1.87K -25 -3%
GI
985
Gradient Investments
Minnesota
$53K -$599 -8 -1%
DOA
986
D'Orazio & Associates
Virginia
$53K – – –
HCM
987
Highlander Capital Management
New Jersey
$53K – – –
TJHA
988
Thomas J. Herzfeld Advisors
Florida
$52K +$51.4K +686 New
MWM
989
Mission Wealth Management
California
$52K +$3M +40,000 New
JAM
990
Jolley Asset Management
North Carolina
$51K +$5.62K +75 +13%
OFS
991
Orrstown Financial Services
Pennsylvania
$50K – – –
TG
992
TLP Group
Illinois
$49K -$412K -5,500 -90%
VCM
993
Vigilant Capital Management
Maine
$49K – – –
PMFA
994
Plante Moran Financial Advisors
Michigan
$48K -$9.66K -129 -17%
CPA
995
Cowen Prime Advisors
New York
$45K -$15K -200 -25%
WRM
996
Westport Resources Management
Connecticut
$45K – – –
BWP
997
Baldwin Wealth Partners
Massachusetts
$45K +$11.2K +150 +33%
HIIFS
998
Harel Insurance Investments & Financial Services
Israel
$45K +$45K +600 New
RFA
999
Reilly Financial Advisors
California
$44K – – –
NCM
1000
Nelson Capital Management
California
$43K +$26.2K +350 +162%