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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1201
Montecito Bank & Trust
California
$833K +$41.9K +200 +6%
BRWM
1202
B. Riley Wealth Management
Tennessee
$832K -$514K -2,450 -40%
GWSG
1203
GPS Wealth Strategies Group
Colorado
$832K -$46.1K -220 -6%
AA
1204
Ancora Advisors
Ohio
$832K -$16.8K -80 -2%
PAMG
1205
Patton Albertson Miller Group
Tennessee
$830K +$138K +660 +22%
GIA
1206
Gladstone Institutional Advisory
Florida
$830K +$179K +855 +30%
FLPIM
1207
F.L. Putnam Investment Management
Massachusetts
$829K +$22.4K +107 +3%
FFG
1208
Fortem Financial Group
California
$827K +$71.3K +340 +10%
1WM
1209
1900 Wealth Management
Texas
$826K
SFS
1210
Stiles Financial Services
Minnesota
$826K +$21.4K +102 +3%
RCAG
1211
Rehmann Capital Advisory Group
Michigan
$825K +$7.55K +36 +1%
ANRIA
1212
American National Registered Investment Advisor
Texas
$824K -$32.9K -157 -4%
RBFC
1213
Roman Butler Fullerton & Co
Missouri
$820K +$6.5K +31 +0.8%
JWCA
1214
J.W. Coons Advisors
Ohio
$819K +$231K +1,100 +43%
LNWTC
1215
Laird Norton Wetherby Trust Company
Washington
$818K -$23.1K -110 -3%
CWM
1216
Circle Wealth Management
New Jersey
$818K +$1.05K +5 +0.1%
FMLI
1217
Fukoku Mutual Life Insurance
Japan
$816K -$21K -100 -3%
MME
1218
Meag Munich Ergo
Germany
$816K +$454K +2,164 +149%
LC
1219
Lindbrook Capital
California
$813K +$430K +2,048 +128%
CA
1220
CoreCap Advisors
Michigan
$811K -$474K -2,262 -38%
SHFA
1221
SS&H Financial Advisors
Michigan
$811K +$763K +3,640 New
ED
1222
Exane Derivatives
France
$810K -$18K -86 -2%
DIM
1223
Delta Investment Management
California
$809K -$210 -1 -0%
KFS
1224
Kaizen Financial Strategies
California
$809K +$96.3K +459 +14%
AssetMark Inc
1225
AssetMark Inc
California
$808K +$370K +1,766 +95%