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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1451
Kings Point Capital Management
New York
$33K – – –
SIS
1452
Sound Income Strategies
Florida
$32K +$299 +2 +0.9%
IAS
1453
IMA Advisory Services
Colorado
$32K +$34.8K +233 New
HCM
1454
Horrell Capital Management
Arkansas
$31K – – –
GAM
1455
Gemmer Asset Management
California
$30K – – –
MFW
1456
Mosaic Family Wealth
Missouri
$29K – – –
WP
1457
WealthShield Partners
North Carolina
$29K +$3.74M +25,025 New
MYIA
1458
Mount Yale Investment Advisors
Colorado
$28K -$22.9K -153 -42%
AA
1459
AlphaMark Advisors
Kentucky
$28K -$14.9K -100 -32%
LFA
1460
Legacy Financial Advisors
Kentucky
$28K +$4.63K +31 +19%
SPL
1461
Smart Portfolios LLC
Washington
$27K – – –
TIM
1462
Tortoise Investment Management
New York
$27K – – –
TVWM
1463
Tower View Wealth Management
Wisconsin
$27K – – –
NC
1464
NewSquare Capital
Pennsylvania
$25K – – –
BCP
1465
Blackhawk Capital Partners
Wisconsin
$23K – – –
ATFA
1466
All Terrain Financial Advisors
Minnesota
$22K – – –
VEA
1467
Virtus ETF Advisers
New York
$22K – – –
CHP
1468
Cable Hill Partners
Oregon
$21K +$4.63K +31 +26%
WWMSC
1469
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$23.2K +155 New
MCA
1470
Mercer Capital Advisers
New Jersey
$20K – – –
TC
1471
Trilogy Capital
California
$20K – – –
WCM
1472
Wealthcare Capital Management
Virginia
$18K +$10.5K +70 +108%
TAIM
1473
TD Ameritrade Investment Management
Nebraska
$18K +$19.3K +129 New
FPB
1474
First PREMIER Bank
South Dakota
$17K – – –
GWS
1475
Glassman Wealth Services
Virginia
$17K +$1.34K +9 +8%