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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Empirical Wealth Management
Washington
$768K -$192K -914 -21%
RPCONE
1252
Retirement Planning Company of New England
Rhode Island
$768K +$41.3K +197 +6%
RB
1253
Rodgers Brothers
Pennsylvania
$767K -$10.5K -50 -1%
MWM
1254
Mission Wealth Management
California
$767K +$65.4K +312 +10%
AA
1255
Advisory Alpha
Michigan
$766K +$26K +124 +4%
SCA
1256
Stonebridge Capital Advisors
Minnesota
$766K +$87K +415 +14%
HH
1257
HWG Holdings
Texas
$765K +$718K +3,422 +28,517%
BA
1258
Ballast Advisors
Minnesota
$764K – – –
EGA
1259
E&G Advisors
Texas
$758K -$62.9K -300 -8%
CRIG
1260
Charter Research & Investment Group
Connecticut
$758K – – –
CWM
1261
Concentric Wealth Management
California
$758K – – –
TCA
1262
Transcend Capital Advisors
New Jersey
$758K +$44.9K +214 +7%
WMP
1263
Wealth Management Partners
Arizona
$757K – – –
BJL
1264
Brighton Jones LLC
Washington
$756K +$15.9K +76 +2%
CIC
1265
Carnegie Investment Counsel
Ohio
$753K +$29.2K +139 +4%
JWM
1266
Jackson Wealth Management
Florida
$752K -$1.49M -7,099 -68%
WTA
1267
Washington Trust Advisors
Massachusetts
$751K -$13.6K -65 -2%
TYCC
1268
Texas Yale Capital Corp
Florida
$750K -$29.8K -142 -4%
CCM
1269
Covington Capital Management
California
$747K +$31.5K +150 +5%
PWMAG
1270
Pinnacle Wealth Management Advisory Group
New Jersey
$747K +$43K +205 +7%
MHIC
1271
Marble Harbor Investment Counsel
Massachusetts
$747K +$83.9K +400 +14%
Vanguard Capital Wealth Advisors
1272
Vanguard Capital Wealth Advisors
Colorado
$746K +$1.05K +5 +0.1%
SAM
1273
Sawgrass Asset Management
Florida
$745K +$702K +3,345 New
Rafferty Asset Management
1274
Rafferty Asset Management
New York
$743K -$449K -2,141 -39%
BCA
1275
Bay Colony Advisors
Massachusetts
$743K +$115K +546 +20%