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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1376
Doyle Wealth Management
Florida
$208K -$113K -849 -35%
BB
1377
Bell Bank
North Dakota
$207K -$33.9K -255 -14%
VCM
1378
Vigilant Capital Management
Maine
$207K -$16.6K -125 -8%
CFN
1379
Cordasco Financial Network
Florida
$207K +$3.98K +30 +2%
RG
1380
Renaissance Group
Kentucky
$207K +$203K +1,529 New
SCP
1381
Stamos Capital Partners
California
$206K -$1.19M -8,971 -86%
MWM
1382
Merriman Wealth Management
Washington
$206K -$169K -1,270 -46%
FEG
1383
Financial Enhancement Group
Indiana
$205K +$135K +1,013 +203%
NDSI
1384
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$201K +1,510 New
CWM
1385
Cordatus Wealth Management
Pennsylvania
$205K +$201K +1,511 New
WCM
1386
Windsor Capital Management
Arizona
$205K +$201K +1,515 New
AIP
1387
Almanack Investment Partners
Pennsylvania
$204K +$133 +1 +0.1%
PGAM
1388
Princeton Global Asset Management
New Jersey
$204K +$201K +1,510 New
W
1389
Wealthquest
Ohio
$203K -$19.9K -150 -9%
Rafferty Asset Management
1390
Rafferty Asset Management
New York
$203K +$199K +1,499 New
CCM
1391
Chickasaw Capital Management
Tennessee
$203K +$199K +1,500 New
GGI
1392
Godsey & Gibb Inc
Virginia
$203K +$199K +1,500 New
LWM
1393
Lyell Wealth Management
California
$203K +$199K +1,500 New
MJP
1394
Michael J. Puzo
$203K +$199K +1,500 New
LJHT
1395
Laurie J. Hall Trustee
$202K
SRSA
1396
S.R. Schill & Associates
Washington
$202K +$198K +1,494 New
AFNAS
1397
American Financial Network Advisory Services
California
$201K -$281K -2,115 -58%
PWM
1398
Perigon Wealth Management
California
$201K +$194K +1,464 New
BF
1399
Blankinship & Foster
California
$200K +$196K +1,477 New
WAM
1400
Weiss Asset Management
Massachusetts
$200K +$196K +1,477 New