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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
1276
Advisors Management Group
Wisconsin
$273K +$39.8K +300 +17%
BWFA
1277
Baltimore-Washington Financial Advisors
Maryland
$272K
9WM
1278
9258 Wealth Management
Ohio
$272K +$133 +1 +0%
CCG
1279
Ceeto Capital Group
Florida
$271K
TWM
1280
Tolleson Wealth Management
Texas
$271K
TCPWM
1281
Traverso Chambers Private Wealth Management
California
$271K
IWC
1282
Integrated Wealth Concepts
Massachusetts
$271K +$266K +2,001 New
CCIA
1283
Campbell & Co Investment Adviser
Maryland
$271K +$266K +2,003 New
SBSB
1284
Sullivan, Bruyette, Speros & Blaney
Virginia
$268K
BRA
1285
Bender Robert & Associates
California
$267K +$3.32K +25 +1%
1832 Asset Management
1286
1832 Asset Management
Ontario, Canada
$266K
CBFP
1287
Cedar Brook Financial Partners
Ohio
$265K -$83.7K -630 -24%
PI
1288
Pettee Investors
Connecticut
$265K -$33.2K -250 -11%
BCP
1289
Blue Chip Partners
Michigan
$265K -$12.1K -91 -4%
DE
1290
Day & Ennis
Georgia
$264K +$1.46K +11 +0.6%
BJL
1291
Brighton Jones LLC
Washington
$263K +$29.6K +223 +13%
BFA
1292
Benedict Financial Advisors
Georgia
$263K +$258K +1,941 New
LOAMS
1293
Lombard Odier Asset Management (Switzerland)
Switzerland
$257K
MSR
1294
Main Street Research
Connecticut
$256K
UAS
1295
United Asset Strategies
New York
$256K
HI
1296
Human Investing
Oregon
$256K +$4.12K +31 +2%
WCM
1297
WealthBridge Capital Management
Ohio
$255K +$11.8K +89 +5%
WMA
1298
Wealth Management Associates
New Jersey
$254K -$25.4K -191 -9%
JA
1299
JOYN Advisors
Georgia
$254K -$1.2K -9 -0.5%
AWM
1300
Affinity Wealth Management
Delaware
$253K -$39.8K -300 -14%