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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1601
Quadrant Private Wealth Management
Pennsylvania
$537K -$161K -594 -23%
AFC
1602
AFT Forsyth & Company
Florida
$535K – – –
Loomis, Sayles & Company
1603
Loomis, Sayles & Company
Massachusetts
$533K -$123K -453 -19%
CWM
1604
Centurion Wealth Management
Virginia
$533K -$5.7K -21 -1%
BAM
1605
Bosun Asset Management
Illinois
$532K -$13.6K -50 -3%
CAC
1606
Core Alternative Capital
Georgia
$532K -$67.8K -250 -11%
GSEP
1607
Golden State Equity Partners
California
$529K -$5.97K -22 -1%
CHA
1608
Carmichael Hill & Associates
Maryland
$529K -$4.88K -18 -0.9%
PWMG
1609
Provence Wealth Management Group
California
$529K +$76K +280 +17%
AR
1610
Advisory Research
Illinois
$528K +$48.6K +179 +10%
OHWA
1611
Oak Hill Wealth Advisors
Virginia
$528K +$9.77K +36 +2%
D
1612
Diversified
Delaware
$524K +$11.9K +44 +2%
PCP
1613
Proficio Capital Partners
Massachusetts
$524K +$34.2K +126 +7%
LA
1614
Latitude Advisors
Florida
$523K +$27.4K +101 +6%
ESBC
1615
E.S. Barr & Co
Kentucky
$522K +$109K +400 +26%
RMAM
1616
Raab & Moskowitz Asset Management
New Jersey
$522K – – –
OPPS
1617
Obsidian Personal Planning Solutions
Maryland
$521K – – –
CHP
1618
Cable Hill Partners
Oregon
$521K +$78.4K +289 +18%
WP
1619
WealthSource Partners
California
$520K -$11.9K -44 -2%
CC
1620
Constitution Capital
Connecticut
$519K – – –
RSVP
1621
Ramsay Stattman Vela & Price
Colorado
$519K – – –
CPIG
1622
Chicago Partners Investment Group
Illinois
$518K +$33.1K +122 +6%
ORAM
1623
One River Asset Management
Connecticut
$517K -$268K -988 -35%
PAA
1624
Peregrine Asset Advisers
Oregon
$517K -$164K -606 -24%
BFC
1625
Bedel Financial Consulting
Indiana
$515K +$18.7K +69 +4%