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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1426
Endurance Wealth Management
Rhode Island
$97K – – –
WAS
1427
Winch Advisory Services
Wisconsin
$97K – – –
ME
1428
McIlrath & Eck
Washington
$93K – – –
GAM
1429
Gemmer Asset Management
California
$89K +$51.3K +388 +149%
LWM
1430
Lenox Wealth Management
Ohio
$86K – – –
TFGT
1431
TS Financial Group (TSFG)
Illinois
$84K – – –
CYG
1432
Clean Yield Group
Vermont
$83K – – –
AAP
1433
Arax Advisory Partners
Colorado
$83K +$80.1K +606 New
TF
1434
TimeScale Financial
Massachusetts
$82K +$79.3K +600 New
ST
1435
Sageworth Trust
Pennsylvania
$81K – – –
BCA
1436
Berman Capital Advisors
Georgia
$78K -$21.8K -165 -22%
MPWT
1437
MassMutual Private Wealth & Trust
Connecticut
$77K -$118K -892 -61%
TCM
1438
Tradewinds Capital Management
Washington
$77K -$11.1K -84 -13%
NCM
1439
Nelson Capital Management
California
$77K – – –
PCP
1440
Proficio Capital Partners
Massachusetts
$76K -$33.6K -254 -31%
LWANC
1441
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K – – –
AWM
1442
Avior Wealth Management
Nebraska
$71K -$417K -3,156 -85%
ECM
1443
Estabrook Capital Management
New York
$68.1K – – –
Point72 Asset Management
1444
Point72 Asset Management
Connecticut
$68K -$19.3M -145,759 -100%
FPS
1445
Fieldpoint Private Securities
Connecticut
$68K – – –
LWA
1446
Lenox Wealth Advisors
New York
$68K – – –
BCA
1447
Bray Capital Advisors
Florida
$68K +$13.3K +101 +25%
APC
1448
Aspire Private Capital
North Carolina
$67K -$122K -921 -65%
CAC
1449
Certified Advisory Corp
Florida
$67K +$8.59K +65 +15%
TI
1450
Truehand Inc
New Hampshire
$66K -$14.7K -111 -19%