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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FFC
1001
First Financial Corp
Indiana
$175K -$36.6K -387 -17%
JCM
1002
Jacobi Capital Management
Pennsylvania
$174K -$26.2K -277 -13%
SWA
1003
Sutton Wealth Advisors
Florida
$172K
Carson Wealth (CWM LLC)
1004
Carson Wealth (CWM LLC)
Nebraska
$166K -$145K -1,530 -46%
AIM
1005
Advantage Investment Management
Iowa
$166K +$41K +433 +32%
LJHT
1006
Laurie J. Hall Trustee
$164K
IIC
1007
Integrated Investment Consultants
Michigan
$159K +$23.7K +250 +17%
ACS
1008
Archford Capital Strategies
Illinois
$157K -$49.2K -520 -24%
WA
1009
WealthTrust-Arizona
Arizona
$154K -$9.09K -96 -5%
RIM
1010
Rampart Investment Management
Connecticut
$151K +$154K +1,623 New
PAI
1011
Pittenger & Anderson Inc
Nebraska
$148K +$42.6K +450 +39%
CAW
1012
Cornerstone Advisors (Washington)
Washington
$147K
AOWM
1013
Alpha Omega Wealth Management
Virginia
$146K
WC
1014
Whitnell & Co
Illinois
$143K -$47.2K -499 -25%
IR
1015
Invictus RG
Bermuda
$143K -$13K -137 -8%
MWM
1016
MinichMacGregor Wealth Management
New York
$143K +$16.9K +179 +13%
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$139K -$70K -739 -33%
CFN
1018
Cordasco Financial Network
Florida
$139K
AWM
1019
Avior Wealth Management
Nebraska
$137K
LNB
1020
Ledyard National Bank
$132K +$80K +845 +146%
BTIS
1021
BB&T Investment Services
North Carolina
$131K +$56.8K +600 +72%
WEC
1022
Winslow Evans & Crocker
Massachusetts
$124K -$121K -1,280 -49%
SFFS
1023
Stonehage Fleming Financial Services
Jersey
$124K -$58.7K -620 -32%
VFA
1024
Virtus Fund Advisers
Connecticut
$122K
AssetMark Inc
1025
AssetMark Inc
California
$121K -$2.27K -24 -2%