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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1276
Costello Asset Management
Pennsylvania
$1.06M -$378K -1,457 -29%
JWCA
1277
J.W. Coons Advisors
Ohio
$1.06M – – –
WMP
1278
Wealth Management Partners
Arizona
$1.06M +$145K +560 +19%
VC
1279
Veracity Capital
Georgia
$1.06M -$182K -703 -16%
FFS
1280
Founders Financial Securities
Maryland
$1.06M +$9.6K +37 +1%
TAM
1281
Taurus Asset Management
New York
$1.05M – – –
PWMAG
1282
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M -$47.7K -184 -5%
BRM
1283
Boston Research & Management
Massachusetts
$1.05M – – –
HWA
1284
HHM Wealth Advisors
Tennessee
$1.05M -$3.89K -15 -0.4%
EHC
1285
Everett Harris & Co
California
$1.04M – – –
SFA
1286
Souders Financial Advisors
Ohio
$1.04M +$915K +3,529 New
SHFA
1287
SS&H Financial Advisors
Michigan
$1.04M – – –
PFA
1288
Pathway Financial Advisors
Vermont
$1.04M +$90.8K +350 +11%
FIM
1289
Freedom Investment Management
Connecticut
$1.04M +$71.9K +277 +9%
WQ
1290
Wealth Quarterback
New Jersey
$1.04M +$425K +1,637 +87%
WA
1291
Wealth Architects
California
$1.04M +$7.78K +30 +0.9%
CWM
1292
Cornerstone Wealth Management
Missouri
$1.04M +$9.34K +36 +1%
SGK
1293
Steigerwald Gordon & Koch
Virginia
$1.04M -$2.33K -9 -0.3%
HH
1294
Hilltop Holdings
Texas
$1.04M +$115K +442 +14%
DG
1295
DMC Group
Alabama
$1.04M -$4.15K -16 -0.5%
DBIA
1296
Dumont & Blake Investment Advisors
New Jersey
$1.03M -$29.8K -115 -3%
CAM
1297
Covenant Asset Management
New Jersey
$1.03M +$569K +2,194 +168%
1WM
1298
1858 Wealth Management
Ohio
$1.03M +$907K +3,498 New
RMDI
1299
R.M. Davis Inc
Maine
$1.03M -$28.5K -110 -3%
AIM
1300
Aspen Investment Management
Michigan
$1.03M +$2.85K +11 +0.3%
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