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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
1626
Weaver Consulting Group
California
$13K – – –
1832 Asset Management
1627
1832 Asset Management
Ontario, Canada
$13K +$12.6K +90 New
TIM
1628
Tortoise Investment Management
New York
$12K -$2.81K -20 -20%
EWA
1629
Evolution Wealth Advisors
Florida
$12K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1630
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$12K – – –
HS
1631
Horan Securities
United States
$12K – – –
PVH
1632
Psagot Value Holdings
Israel
$11K – – –
KFS
1633
Kelly Financial Services
Massachusetts
$10.1K – – –
BHWM
1634
Bay Harbor Wealth Management
Maryland
$10K – – –
BC
1635
Belmont Capital
California
$10K – – –
PCFFS
1636
Pacific Center for Financial Services
California
$10K – – –
SQA
1637
Simon Quick Advisors
New Jersey
$10K +$9.41K +67 New
PMFA
1638
Plante Moran Financial Advisors
Michigan
$9K -$16.4K -117 -66%
LWA
1639
Lowe Wealth Advisors
Maryland
$8K – – –
RWM
1640
Raffa Wealth Management
District of Columbia
$7.46K – – –
MSFP
1641
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
NC
1642
NewSquare Capital
Pennsylvania
$7K – – –
RA
1643
Rational Advisors
New York
$5K -$165K -1,177 -97%
IF
1644
Ironwood Financial
Arizona
$5K – – –
NIM
1645
NuWave Investment Management
New Jersey
$5K +$3.23K +23 +177%
PFA
1646
Professional Financial Advisors
Nebraska
$5K +$4.92K +35 New
LFG
1647
LifePlan Financial Group
Ohio
$4K – – –
MIM
1648
Macroview Investment Management
Maryland
$4K – – –
TFM
1649
TFC Financial Management
Massachusetts
$4K +$3.37K +24 New
LAS
1650
Lloyd Advisory Services
Georgia
$3K -$1.41K -10 -32%