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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1476
Evanson Asset Management
California
$456K +$201 +1 +0%
RWP
1477
Ridgecrest Wealth Partners
California
$456K +$15.5K +77 +4%
SSG
1478
Summit Securities Group
New York
$455K -$8.52M -42,312 -95%
TWM
1479
Tolleson Wealth Management
Texas
$455K – – –
NCM
1480
NCM Capital Management
New Jersey
$455K +$443K +2,200 New
HFG
1481
Heron Financial Group
New York
$454K +$14.9K +74 +3%
NEWAS
1482
N.E.W. Advisory Services
Wisconsin
$453K +$12.3K +61 +3%
RP
1483
Riverwater Partners
Wisconsin
$453K +$441K +2,191 New
DTC
1484
Davidson Trust Company
Washington
$449K – – –
CPA
1485
Capital Planning Advisors
California
$448K – – –
SIM
1486
Stratos Investment Management
Ohio
$447K -$138K -687 -24%
MAWCM
1487
Mine & Arao Wealth Creation & Management
California
$447K +$71.1K +353 +20%
AMG
1488
Advisors Management Group
Wisconsin
$446K – – –
SF
1489
Summit Financial
New Jersey
$446K +$52.2K +259 +14%
FFC
1490
First Financial Corp
Indiana
$444K – – –
RWM
1491
Rockwood Wealth Management
Pennsylvania
$444K +$432K +2,147 New
IA
1492
IFG Advisory
Georgia
$442K -$180K -896 -30%
Jones Financial Companies
1493
Jones Financial Companies
Missouri
$442K -$62.6K -311 -13%
ACM
1494
Ategra Capital Management
Virginia
$442K – – –
TAM
1495
Townsend Asset Management
North Carolina
$436K – – –
SAF
1496
Smith Anglin Financial
Texas
$436K +$1.41K +7 +0.3%
GWM
1497
Greenwich Wealth Management
Connecticut
$435K +$8.26K +41 +2%
FC
1498
Financial Consulate
Maryland
$434K +$19.7K +98 +5%
GPFA
1499
Game Plan Financial Advisors
Ohio
$433K +$22.1K +110 +6%
CCFM
1500
Clear Creek Financial Management
Washington
$433K +$421K +2,092 New