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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
1026
Stonehage Fleming Financial Services
Jersey
$124K -$58.7K -620 -32%
VFA
1027
Virtus Fund Advisers
Connecticut
$122K – – –
AssetMark Inc
1028
AssetMark Inc
California
$121K -$2.27K -24 -2%
Loomis, Sayles & Company
1029
Loomis, Sayles & Company
Massachusetts
$117K – – –
FANJ
1030
Financial Architects (New Jersey)
New Jersey
$113K +$6.15K +65 +6%
MSFP
1031
Mark Sheptoff Financial Planning
Connecticut
$111K -$397K -4,199 -78%
FPFS
1032
First Personal Financial Services
North Carolina
$111K +$71K +750 +167%
HA
1033
Harfst & Associates
Wyoming
$111K +$114K +1,206 New
HCA
1034
Harbour Capital Advisors
Virginia
$107K +$109K +1,150 New
QCG
1035
Quadrant Capital Group
Ohio
$102K -$6.72K -71 -6%
HR
1036
Howe & Rusling
New York
$101K +$35.2K +372 +52%
BRC
1037
Bell Rock Capital
Delaware
$100K +$85.4K +902 +501%
EFSCE
1038
Enterprise Financial Services Corp (EFSC)
Missouri
$99K -$14.4K -152 -12%
LWCFA
1039
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K -$56.8K -600 -37%
EA
1040
Edge Advisors
Georgia
$93K -$46.9K -495 -33%
VIA
1041
Vantage Investment Advisors
Pennsylvania
$86K +$95 +1 +0.1%
CP
1042
Corbenic Partners
Pennsylvania
$82K – – –
DBT
1043
Dubuque Bank & Trust
Iowa
$81K +$2.27K +24 +3%
MA
1044
MCF Advisors
Kentucky
$77K -$163K -1,723 -67%
LWM
1045
Lenox Wealth Management
Ohio
$76K -$2.27K -24 -3%
GI
1046
Gradient Investments
Minnesota
$74K -$28.4K -300 -27%
AWM
1047
AllSquare Wealth Management
New York
$73K – – –
SMFG
1048
Sumitomo Mitsui Financial Group
Japan
$68K +$69.1K +730 New
PG
1049
Patten Group
Tennessee
$67K -$9.47K -100 -12%
AF
1050
Allworth Financial
California
$67K +$1.61K +17 +2%