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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DLHL
1001
Donald L. Hagan LLC
Florida
$61K +$53.2K +793 New
AWM
1002
AllSquare Wealth Management
New York
$60K – – –
PMFA
1003
Plante Moran Financial Advisors
Michigan
$58K -$5.3K -79 -9%
WIC
1004
Woodmont Investment Counsel
Tennessee
$58K – – –
SSB
1005
Sandy Spring Bank
Maryland
$57K -$4.9K -73 -9%
JFA
1006
JNBA Financial Advisors
Minnesota
$57K -$1.68K -25 -3%
LWA
1007
Lenox Wealth Advisors
New York
$57K – – –
CYG
1008
Clean Yield Group
Vermont
$56K +$47.2K +704 New
HCM
1009
Highlander Capital Management
New Jersey
$54K -$7.71K -115 -14%
GI
1010
Gradient Investments
Minnesota
$54K +$7.78K +116 +20%
DOA
1011
D'Orazio & Associates
Virginia
$53K – – –
HCP
1012
Holt Capital Partners
Texas
$52K +$45.6K +680 New
AC
1013
Alexandria Capital
Virginia
$51K +$201 +3 +0.5%
OFS
1014
Orrstown Financial Services
Pennsylvania
$50K – – –
VCM
1015
Vigilant Capital Management
Maine
$50K – – –
JAM
1016
Jolley Asset Management
North Carolina
$46K – – –
WRM
1017
Westport Resources Management
Connecticut
$46K – – –
RFA
1018
Reilly Financial Advisors
California
$44K -$6.71K -100 -15%
DVM
1019
Dreman Value Management
Florida
$43K +$38K +567 New
Loomis, Sayles & Company
1020
Loomis, Sayles & Company
Massachusetts
$42K -$6.17K -92 -14%
CPIG
1021
Chicago Partners Investment Group
Illinois
$42K +$67 +1 +0.2%
OP
1022
Oldfield Partners
United Kingdom
$38K – – –
FPB
1023
First PREMIER Bank
South Dakota
$34K – – –
BWP
1024
Baldwin Wealth Partners
Massachusetts
$34K +$30.2K +450 New
AWM
1025
Avior Wealth Management
Nebraska
$32K -$10.1K -150 -27%