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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1501
Prestige Wealth Management Group
New Jersey
$27K – – –
GWS
1502
Glassman Wealth Services
Virginia
$26K -$1.06K -8 -4%
EIM
1503
Essex Investment Management
Massachusetts
$26K – – –
LF
1504
Lee Financial
Texas
$26K – – –
GFPC
1505
Global Financial Private Capital
Florida
$25K -$346K -2,622 -93%
CA
1506
Crewe Advisors
Utah
$25K – – –
TIM
1507
Tortoise Investment Management
New York
$25K +$23.8K +180 +3,600%
WCG
1508
Weaver Consulting Group
California
$23K +$22.5K +170 New
PO
1509
Private Ocean
California
$21K – – –
AP
1510
Arlington Partners
Alabama
$21K +$20K +151 New
JCM
1511
Julex Capital Management
Massachusetts
$20K -$5.42K -41 -21%
MCA
1512
Mercer Capital Advisers
New Jersey
$20K – – –
VCM
1513
Versant Capital Management
Arizona
$19K -$14.9K -113 -44%
CI
1514
CX Institutional
Indiana
$18K -$5.95K -45 -25%
WCM
1515
Wealthcare Capital Management
Virginia
$18K – – –
FPB
1516
First PREMIER Bank
South Dakota
$17K – – –
OFS
1517
Orrstown Financial Services
Pennsylvania
$17K +$16.6K +126 New
CI Investments Inc
1518
CI Investments Inc
Ontario, Canada
$16K -$6.48M -49,069 -100%
GIC
1519
Gantzert Investment Company
Illinois
$16K – – –
EWM
1520
Elmwood Wealth Management
California
$15K – – –
TFA
1521
Transamerica Financial Advisors
Florida
$15K +$14.1K +107 New
JWM
1522
Janiczek Wealth Management
Colorado
$14K – – –
RTC
1523
Riverview Trust Company
Washington
$14K – – –
SHJ
1524
Sharkey, Howes & Javer
Colorado
$14K – – –
CIA
1525
Cascade Investment Advisors
Oregon
$13.6K – – –