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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Lenox Wealth Management
Ohio
$120K +$52.3K +370 +89%
ME
1402
McIlrath & Eck
Washington
$119K +$38.6K +273 +54%
GEA
1403
Glen Eagle Advisors
New Jersey
$119K – – –
PCA
1404
Providence Capital Advisors
North Carolina
$118K – – –
JFGIW
1405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$47.1K +333 +76%
EMG
1406
ETF Managers Group
New Jersey
$117K +$11.3K +80 +12%
BWP
1407
Baldwin Wealth Partners
Massachusetts
$111K – – –
MRCM
1408
M&R Capital Management
New Jersey
$107K -$18K -127 -15%
DOA
1409
D'Orazio & Associates
Virginia
$107K – – –
SJIM
1410
St. Johns Investment Management
Florida
$106K +$98.3K +695 New
BA
1411
Ballew Advisors
Mississippi
$102K -$9.9K -70 -7%
SIS
1412
Sound Income Strategies
Florida
$101K +$60.7K +429 +182%
AIM
1413
Acropolis Investment Management
Missouri
$100K +$93.1K +658 New
EWM
1414
Endurance Wealth Management
Rhode Island
$98K – – –
BAM
1415
Bruderman Asset Management
New York
$97K -$159K -1,122 -64%
SIAP
1416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$97K +$47.5K +336 +112%
PWAG
1417
Polaris Wealth Advisory Group
California
$96K +$89.1K +630 New
SFM
1418
Signet Financial Management
New Jersey
$91K -$141 -1 -0.2%
PCTC
1419
Perkins Coie Trust Company
Washington
$91K – – –
TCM
1420
Tradewinds Capital Management
Washington
$91K +$141 +1 +0.2%
SIM
1421
Sonora Investment Management
Arizona
$91K +$6.65K +47 +9%
ST
1422
Sageworth Trust
Pennsylvania
$90K – – –
TDC
1423
Thompson Davis & Co
Virginia
$88K +$28.3K +200 +53%
NCM
1424
Nelson Capital Management
California
$86K – – –
PGWM
1425
Parisi Gray Wealth Management
New Jersey
$86K – – –
55 56
57
58 59