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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DTIM
1626
Danda Trouve Investment Management
Kansas
$12K +$11.2K +80 New
EWA
1627
Evolution Wealth Advisors
Florida
$12K +$11.3K +81 New
SCA
1628
Stuart Chaussee & Associates
California
$11K -$47.4K -340 -82%
KFS
1629
Kelly Financial Services
Massachusetts
$10K – – –
SFA
1630
Semmax Financial Advisors
North Carolina
$10K -$2.37K -17 -20%
PCFFS
1631
Pacific Center for Financial Services
California
$10K – – –
BC
1632
Belmont Capital
California
$10K +$9.77K +70 New
SIC
1633
Samalin Investment Counsel
New York
$10K +$9.91K +71 New
IAS
1634
IMA Advisory Services
Colorado
$9K – – –
WCG
1635
Weaver Consulting Group
California
$9K – – –
BHWM
1636
Bay Harbor Wealth Management
Maryland
$8K – – –
LWA
1637
Lowe Wealth Advisors
Maryland
$8K – – –
MFT
1638
Moisand Fitzgerald Tamayo
Florida
$8K – – –
RWM
1639
Raffa Wealth Management
District of Columbia
$7.38K – – –
NC
1640
NewSquare Capital
Pennsylvania
$7K – – –
CMA
1641
Cedar Mountain Advisors
Oregon
$7K +$6.7K +48 New
BCI
1642
Brinker Capital Investments
Pennsylvania
$6K -$6.84K -49 -56%
LFG
1643
LifePlan Financial Group
Ohio
$6K – – –
QAM
1644
QCI Asset Management
New York
$6K – – –
CH
1645
Canton Hathaway
Rhode Island
$4K – – –
MIM
1646
Macroview Investment Management
Maryland
$4K – – –
EWM
1647
Edge Wealth Management
New York
$3K – – –
RWG
1648
Regal Wealth Group
California
$3K – – –
IWP
1649
IAG Wealth Partners
Wisconsin
$3K +$2.37K +17 New
LAS
1650
Lloyd Advisory Services
Georgia
$3K +$2.51K +18 New
64 65
66
67 68