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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1251
44 Wealth Management
Oregon
$614K -$86.2K -409 -11%
BA
1252
Ballast Advisors
Minnesota
$613K – – –
CIC
1253
Carnegie Investment Counsel
Ohio
$610K +$6.95K +33 +1%
AA
1254
Advisory Alpha
Michigan
$609K -$6.95K -33 -1%
TF
1255
Tompkins Financial
New York
$608K -$123K -585 -15%
LNWTC
1256
Laird Norton Wetherby Trust Company
Washington
$608K -$56.5K -268 -7%
CRIG
1257
Charter Research & Investment Group
Connecticut
$608K – – –
EGA
1258
E&G Advisors
Texas
$608K – – –
BJL
1259
Brighton Jones LLC
Washington
$605K -$2.11K -10 -0.3%
SCA
1260
Stonebridge Capital Advisors
Minnesota
$604K -$12.6K -60 -2%
TAIM
1261
TD Ameritrade Investment Management
Nebraska
$601K -$244K -1,159 -26%
MHIC
1262
Marble Harbor Investment Counsel
Massachusetts
$600K – – –
ARC
1263
Advisor Resource Council
Texas
$600K +$470K +2,231 +199%
FMLI
1264
Fukoku Mutual Life Insurance
Japan
$599K -$65.3K -310 -8%
LSA
1265
Lion Street Advisors
Texas
$599K +$632 +3 +0.1%
FHC
1266
First Heartland Consultants
Missouri
$599K +$55.4K +263 +9%
RPCONE
1267
Retirement Planning Company of New England
Rhode Island
$597K -$22.8K -108 -3%
MAG
1268
MRA Advisory Group
New Jersey
$596K -$47.4K -225 -6%
FHA
1269
Flagship Harbor Advisors
Massachusetts
$596K +$114K +540 +19%
RCAG
1270
Rehmann Capital Advisory Group
Michigan
$595K -$78.2K -371 -10%
WTA
1271
Washington Trust Advisors
Massachusetts
$595K -$8.64K -41 -1%
BI
1272
Ballast Inc
Kentucky
$595K +$95.5K +453 +16%
WC
1273
Woodstock Corp
Massachusetts
$594K -$31.6K -150 -4%
SAM
1274
Sawgrass Asset Management
Florida
$594K -$4.21K -20 -0.6%
WA
1275
Waverly Advisors
Alabama
$591K -$2.53K -12 -0.4%