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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1526
BDO Wealth Advisors
Florida
$35K -$13.2K -99 -28%
MFW
1527
Mosaic Family Wealth
Missouri
$35K – – –
AIA
1528
Alera Investment Advisors
Illinois
$35K +$6.51K +49 +24%
WPA
1529
West Paces Advisors
Georgia
$35K – – –
VCM
1530
Versant Capital Management
Arizona
$34K -$930 -7 -3%
BC
1531
Bartlett & Co
Ohio
$34K – – –
HIM
1532
Hillsdale Investment Management
Ontario, Canada
$34K +$33.2K +250 New
JIP
1533
JBJ Investment Partners
South Carolina
$34K +$33.2K +250 New
BCWM
1534
Bartlett & Co Wealth Management
Ohio
$33.9K – – –
POIA
1535
Pin Oak Investment Advisors
Texas
$31K -$15.4K -116 -33%
HCM
1536
Horrell Capital Management
Arkansas
$31K – – –
NC
1537
NewSquare Capital
Pennsylvania
$31K – – –
JPLA
1538
Joseph P. Lucia & Associates
New York
$29.6K +$28.2K +212 New
ACA
1539
Atlas Capital Advisors
Wyoming
$29.4K -$286K -2,155 -91%
AA
1540
AlphaMark Advisors
Kentucky
$28K – – –
MSFP
1541
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
PWMG
1542
Prestige Wealth Management Group
New Jersey
$27K -$28.3K -213 -52%
LPC
1543
Loeb Partners Corp
New York
$27K – – –
SPL
1544
Smart Portfolios LLC
Washington
$27K – – –
GWS
1545
Glassman Wealth Services
Virginia
$27K +$9.56K +72 +58%
JCM
1546
Julex Capital Management
Massachusetts
$26.3K +$25.8K +194 New
EIM
1547
Essex Investment Management
Massachusetts
$26K -$31.9K -240 -56%
CA
1548
Crewe Advisors
Utah
$25K – – –
LF
1549
Lee Financial
Texas
$25K +$1.73K +13 +7%
CI
1550
CX Institutional
Indiana
$24K +$14.9K +112 +167%
60 61
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63 64