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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1026
Loomis, Sayles & Company
Massachusetts
$117K
FANJ
1027
Financial Architects (New Jersey)
New Jersey
$113K +$6.15K +65 +6%
MSFP
1028
Mark Sheptoff Financial Planning
Connecticut
$111K -$397K -4,199 -78%
FPFS
1029
First Personal Financial Services
North Carolina
$111K +$71K +750 +167%
HA
1030
Harfst & Associates
Wyoming
$111K +$114K +1,206 New
HCA
1031
Harbour Capital Advisors
Virginia
$107K +$109K +1,150 New
QCG
1032
Quadrant Capital Group
Ohio
$102K -$6.72K -71 -6%
HR
1033
Howe & Rusling
New York
$101K +$35.2K +372 +52%
BRC
1034
Bell Rock Capital
Delaware
$100K +$85.4K +902 +501%
EFSCE
1035
Enterprise Financial Services Corp (EFSC)
Missouri
$99K -$14.4K -152 -12%
LWCFA
1036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K -$56.8K -600 -37%
EA
1037
Edge Advisors
Georgia
$93K -$46.9K -495 -33%
VIA
1038
Vantage Investment Advisors
Pennsylvania
$86K +$95 +1 +0.1%
CP
1039
Corbenic Partners
Pennsylvania
$82K
DBT
1040
Dubuque Bank & Trust
Iowa
$81K +$2.27K +24 +3%
MA
1041
MCF Advisors
Kentucky
$77K -$163K -1,723 -67%
LWM
1042
Lenox Wealth Management
Ohio
$76K -$2.27K -24 -3%
GI
1043
Gradient Investments
Minnesota
$74K -$28.4K -300 -27%
AWM
1044
AllSquare Wealth Management
New York
$73K
SMFG
1045
Sumitomo Mitsui Financial Group
Japan
$68K +$69.1K +730 New
PG
1046
Patten Group
Tennessee
$67K -$9.47K -100 -12%
AF
1047
Allworth Financial
California
$67K +$1.61K +17 +2%
KLWA
1048
Kelly Lawrence W & Associates
California
$65K -$37.9K -400 -36%
DOA
1049
D'Orazio & Associates
Virginia
$65K
TJHA
1050
Thomas J. Herzfeld Advisors
Florida
$65K +$568 +6 +0.9%