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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
1151
M Holdings Securities
Oregon
$342K +$366K +2,320 New
CC
1152
Chicago Capital
Illinois
$340K +$365K +2,310 New
EGA
1153
E&G Advisors
Texas
$339K
SFSG
1154
Stearns Financial Services Group
North Carolina
$338K -$43K -272 -11%
BOTW
1155
Bank of the West
California
$337K -$2.84K -18 -0.8%
MCM
1156
Maryland Capital Management
Maryland
$337K +$7.89K +50 +2%
SMH
1157
Sanders Morris Harris
Texas
$337K +$29.7K +188 +9%
CAM
1158
Carret Asset Management
New York
$335K
AWM
1159
Altium Wealth Management
New York
$335K +$47.7K +302 +15%
VNA
1160
Valley National Advisers
Pennsylvania
$332K +$80.8K +512 +29%
Acadian Asset Management
1161
Acadian Asset Management
Massachusetts
$331K -$158K -1,000 -31%
BWA
1162
Burt Wealth Advisors
Maryland
$331K
BOS
1163
Bingham Osborn & Scarborough
California
$330K +$1.74K +11 +0.5%
BP
1164
Ballentine Partners
Massachusetts
$329K -$25.1K -159 -7%
MVA
1165
Mount Vernon Associates
Maryland
$328K
PCA
1166
Personal Capital Advisors
California
$327K -$27.3K -173 -7%
LIC
1167
Lodestar Investment Counsel
Illinois
$326K +$15.8K +100 +5%
BSW
1168
Buckingham Strategic Wealth
Missouri
$324K -$338K -2,142 -49%
B
1169
Bailard
California
$324K
SWMG
1170
Sanchez Wealth Management Group
Florida
$324K +$1.74K +11 +0.5%
CVM
1171
Cheviot Value Management
California
$323K -$3K -19 -0.9%
EWM
1172
Elite Wealth Management
Washington
$323K
JFA
1173
Johanson Financial Advisors
California
$323K +$20.2K +128 +6%
WP
1174
WealthSource Partners
California
$322K +$7.26K +46 +2%
PWM
1175
Paulson Wealth Management
Illinois
$321K +$27.9K +177 +9%