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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
1176
Y-Intercept (HK)
Hong Kong
$645K +$700K +3,360 New
ITIM
1177
Indiana Trust & Investment Management
Indiana
$642K -$10.8K -52 -2%
WA
1178
Wealth Architects
California
$642K +$18.3K +88 +3%
JAG
1179
Journey Advisory Group
Kentucky
$641K -$117K -560 -14%
IIC
1180
Ironwood Investment Counsel
Arizona
$639K +$1.04K +5 +0.2%
Vanguard Capital Wealth Advisors
1181
Vanguard Capital Wealth Advisors
Colorado
$633K -$40.8K -196 -6%
WMP
1182
Wealth Management Partners
Arizona
$630K +$52.1K +250 +8%
BCA
1183
Berman Capital Advisors
Georgia
$628K +$57.1K +274 +9%
IAIM
1184
International Assets Investment Management
Florida
$628K +$228K +1,094 +50%
AP
1185
Atwood & Palmer
Missouri
$627K +$15.6K +75 +2%
CCFCSB
1186
Cape Cod Five Cents Savings Bank
Massachusetts
$626K +$47.7K +229 +8%
KWMG
1187
King Wealth Management Group
Florida
$624K +$8.75K +42 +1%
TC
1188
TownSquare Capital
Utah
$623K +$1.04K +5 +0.2%
RFM
1189
Royal Fund Management
Florida
$621K +$6.87K +33 +1%
MCP
1190
Mirador Capital Partners
California
$621K +$29.2K +140 +5%
BAMF
1191
BI Asset Management Fondsmaeglerselskab
Denmark
$618K +$147K +707 +28%
GSWM
1192
Golden State Wealth Management
California
$616K -$5.62K -27 -0.8%
MA
1193
Mosaic Advisors
Texas
$615K -$58.1K -279 -8%
JF
1194
Jump Financial
Illinois
$614K -$847K -4,068 -56%
CGH
1195
CMG Global Holdings
Texas
$614K -$8.12K -39 -1%
SCA
1196
Stonebridge Capital Advisors
Minnesota
$614K +$10.6K +51 +2%
FMN
1197
Financial Management Network
California
$613K -$9.16K -44 -1%
WP
1198
WealthSource Partners
California
$613K +$182K +872 +38%
PP
1199
Patten & Patten
Tennessee
$608K +$22.5K +108 +4%
WCWM
1200
Willow Creek Wealth Management
California
$603K – – –