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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
1151
Financial Management Network
California
$607K +$535K +3,154 New
OMIC
1152
Old Mission Investment Co
Michigan
$604K +$22.6K +133 +4%
CG
1153
Cynosure Group
Utah
$601K – – –
IIA
1154
IPG Investment Advisors
California
$601K – – –
KFA
1155
Kelleher Financial Advisors
New York
$599K -$57.3K -338 -9%
APG
1156
Abacus Planning Group
South Carolina
$599K -$33.1K -195 -6%
AA
1157
AF Advisors
California
$599K – – –
RWP
1158
RWA Wealth Partners
Massachusetts
$599K +$11.7K +69 +2%
WP
1159
WMS Partners
Maryland
$596K +$8.48K +50 +2%
CBT
1160
Capital Bank & Trust
California
$592K -$6.11K -36 -1%
Vanguard Capital Wealth Advisors
1161
Vanguard Capital Wealth Advisors
Colorado
$591K +$557K +3,287 New
Wealth Enhancement Advisory Services
1162
Wealth Enhancement Advisory Services
Minnesota
$589K +$513K +3,028 New
OSNBOA
1163
Old Second National Bank of Aurora
Illinois
$586K – – –
RMDI
1164
R.M. Davis Inc
Maine
$583K +$245K +1,446 +82%
BCM
1165
Bayesian Capital Management
New York
$582K -$373K -2,200 -41%
SCA
1166
Sippican Capital Advisors
Massachusetts
$582K -$50.9K -300 -9%
WP
1167
WealthShield Partners
North Carolina
$582K +$266K +1,566 +96%
HF
1168
HRT Financial
New York
$582K +$542K +3,198 New
PWPS
1169
Pinnacle Wealth Planning Services
Ohio
$579K +$10.3K +61 +2%
WWM
1170
Western Wealth Management
Colorado
$578K -$92.3K -544 -15%
NP
1171
NorthRock Partners
Minnesota
$577K -$88.4K -521 -14%
KFS
1172
Kurt F. Somerville
$577K – – –
FB
1173
Fulton Bank
Pennsylvania
$577K +$18.8K +111 +4%
FFG
1174
Fortem Financial Group
California
$576K +$537K +3,165 New
WR
1175
WD Rutherford
Oregon
$575K +$536K +3,159 New