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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1501
Horrell Capital Management
Arkansas
$29K
IAS
1502
IMA Advisory Services
Colorado
$29K
NC
1503
NewSquare Capital
Pennsylvania
$29K +$6.5K +50 +27%
MSFP
1504
Mark Sheptoff Financial Planning
Connecticut
$27K -$81.3K -625 -75%
AA
1505
AlphaMark Advisors
Kentucky
$27K
AIA
1506
Alera Investment Advisors
Illinois
$26K +$26.8K +206 New
CFA
1507
Clarfeld Financial Advisors
New York
$26K +$26.9K +207 New
HPC
1508
HM Payson & Co
Maine
$25K -$2.18M -16,747 -99%
CMBA
1509
C.M. Bidwell & Associates
Hawaii
$25K -$222K -1,710 -90%
SPL
1510
Smart Portfolios LLC
Washington
$25K
TIM
1511
Tortoise Investment Management
New York
$25K
LPC
1512
Loeb Partners Corp
New York
$25K +$26K +200 New
W
1513
WealthOne
New York
$24K +$24.3K +187 New
CA
1514
Crewe Advisors
Utah
$23K
LF
1515
Lee Financial
Texas
$22K -$6.63K -51 -23%
Loomis, Sayles & Company
1516
Loomis, Sayles & Company
Massachusetts
$21K -$213K -1,639 -91%
IDBONY
1517
Israel Discount Bank of New York
New York
$20K
TFA
1518
Transamerica Financial Advisors
Florida
$20K +$1.43K +11 +8%
VEA
1519
Virtus ETF Advisers
New York
$19K -$1.04K -8 -5%
CHP
1520
Cable Hill Partners
Oregon
$19K
MCA
1521
Mercer Capital Advisers
New Jersey
$19K
WCM
1522
Wealthcare Capital Management
Virginia
$17K
AAP
1523
Arax Advisory Partners
Colorado
$17K +$130 +1 +0.7%
FPB
1524
First PREMIER Bank
South Dakota
$16K
GWS
1525
Glassman Wealth Services
Virginia
$16K +$2.21K +17 +16%