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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HS
1626
Horan Securities
United States
$12K
PVH
1627
Psagot Value Holdings
Israel
$11K
KFS
1628
Kelly Financial Services
Massachusetts
$10.1K
BHWM
1629
Bay Harbor Wealth Management
Maryland
$10K
BC
1630
Belmont Capital
California
$10K
PCFFS
1631
Pacific Center for Financial Services
California
$10K
SQA
1632
Simon Quick Advisors
New Jersey
$10K +$9.41K +67 New
PMFA
1633
Plante Moran Financial Advisors
Michigan
$9K -$16.4K -117 -66%
LWA
1634
Lowe Wealth Advisors
Maryland
$8K
RWM
1635
Raffa Wealth Management
District of Columbia
$7.46K
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$7K
NC
1637
NewSquare Capital
Pennsylvania
$7K
RA
1638
Rational Advisors
New York
$5K -$165K -1,177 -97%
IF
1639
Ironwood Financial
Arizona
$5K
NIM
1640
NuWave Investment Management
New Jersey
$5K +$3.23K +23 +177%
PFA
1641
Professional Financial Advisors
Nebraska
$5K +$4.92K +35 New
SXL
1642
Summit X LLC
Missouri
$4.47K -$281 -2 -0.1%
LFG
1643
LifePlan Financial Group
Ohio
$4K
MIM
1644
Macroview Investment Management
Maryland
$4K
TFM
1645
TFC Financial Management
Massachusetts
$4K +$3.37K +24 New
Koshinski Asset Management
1646
Koshinski Asset Management
Illinois
$3.12K +$22.8K +162 +0.9%
LAS
1647
Lloyd Advisory Services
Georgia
$3K -$1.41K -10 -32%
RWG
1648
Regal Wealth Group
California
$3K
MWA
1649
Moser Wealth Advisors
Washington
$3K +$2.81K +20 New
PW
1650
Price Wealth
Texas
$2K