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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1501
Apollon Wealth Management
South Carolina
$18K +$17.3K +146 New
FPB
1502
First PREMIER Bank
South Dakota
$16K – – –
HWM
1503
Holloway Wealth Management
Florida
$16K – – –
FA
1504
Financial Advantage
Maryland
$16K +$15.8K +133 New
CAL
1505
Capital Analysts LLC
Pennsylvania
$14K -$14.1K -119 -52%
EWM
1506
Elmwood Wealth Management
California
$14K – – –
RIM
1507
Rockbridge Investment Management
New York
$14K +$13.5K +114 New
SMG
1508
Spectrum Management Group
Indiana
$13K -$23.7K -200 -67%
FCM
1509
Firestone Capital Management
Florida
$13K – – –
JWM
1510
Janiczek Wealth Management
Colorado
$13K – – –
TIM
1511
Tortoise Investment Management
New York
$13K +$2.96K +25 +33%
BSAM
1512
Blue Square Asset Management
New York
$13K +$11.9K +100 New
CWM
1513
Campbell Wealth Management
Virginia
$13K +$11.9K +100 New
TH
1514
TCTC Holdings
Texas
$13K +$11.9K +100 New
CMA
1515
Cedar Mountain Advisors
Oregon
$12K +$5.33K +45 +94%
KIG
1516
Kessler Investment Group
Indiana
$11K – – –
WCG
1517
Weaver Consulting Group
California
$11K +$2.13K +18 +26%
O
1518
Ossiam
France
$10K -$6.39M -53,857 -100%
EWA
1519
Evolution Wealth Advisors
Florida
$10K +$9.25K +78 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1520
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K +$9.25K +78 New
HS
1521
Horan Securities
United States
$10K +$9.48K +80 New
BC
1522
Belmont Capital
California
$9K – – –
PVH
1523
Psagot Value Holdings
Israel
$9K – – –
KFS
1524
Kelly Financial Services
Massachusetts
$8.6K – – –
BHWM
1525
Bay Harbor Wealth Management
Maryland
$8K -$1.19K -10 -14%