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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1526
Fidelity International
Bermuda
$13K -$24.1M -182,221 -100%
HWM
1527
Holloway Wealth Management
Florida
$12K – – –
KIG
1528
Kessler Investment Group
Indiana
$12K – – –
JG
1529
Jefferies Group
New York
$11K -$1.56M -11,791 -99%
TC
1530
Truvestments Capital
Florida
$11K -$2.25K -17 -17%
FCMT
1531
Founders Capital Management (Texas)
Texas
$11K – – –
SWP
1532
Strategic Wealth Partners
Ohio
$11K +$132 +1 +1%
CFA
1533
Camarda Financial Advisors
Florida
$11K +$11.1K +84 New
SFA
1534
Semmax Financial Advisors
North Carolina
$9K -$457K -3,459 -98%
PCFFS
1535
Pacific Center for Financial Services
California
$9K – – –
IAS
1536
IMA Advisory Services
Colorado
$8K +$7.53K +57 New
MS
1537
Mizuho Securities
Japan
$7K -$178K -1,350 -96%
BHWM
1538
Bay Harbor Wealth Management
Maryland
$7K -$8.46K -64 -54%
LWA
1539
Lowe Wealth Advisors
Maryland
$7K – – –
MFT
1540
Moisand Fitzgerald Tamayo
Florida
$7K – – –
W
1541
WealthStone
Ohio
$6.81K +$6.61K +50 New
QAM
1542
QCI Asset Management
New York
$6K – – –
KFS
1543
Kelly Financial Services
Massachusetts
$5.32K – – –
LFG
1544
LifePlan Financial Group
Ohio
$5K – – –
IWA
1545
IBEX Wealth Advisors
New Jersey
$5K +$5.42K +41 New
PCMK
1546
Paragon Capital Management (Kansas)
Kansas
$4K -$34.6K -262 -90%
MIM
1547
Macroview Investment Management
Maryland
$4K – – –
CH
1548
Canton Hathaway
Rhode Island
$4K +$3.96K +30 New
SQA
1549
Simon Quick Advisors
New Jersey
$3.41K +$3.3K +25 New
SIAS
1550
Shine Investment Advisory Services
Colorado
$3K -$15.6K -118 -84%