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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1651
LifeSteps Financial
California
$327K +$14.5K +72 +5%
PFA
1652
Pure Financial Advisors
California
$327K +$19.1K +95 +6%
RCG
1653
Regatta Capital Group
California
$327K +$318K +1,581 New
PCI
1654
Planning Center Inc
Illinois
$327K +$321K +1,594 New
EA
1655
Eclectic Associates
California
$326K -$50.3K -250 -14%
BRA
1656
Bender Robert & Associates
California
$326K
LA
1657
Lakeside Advisors
Washington
$326K +$317K +1,575 New
CCMD
1658
Cypress Capital Management (Delaware)
Delaware
$326K +$318K +1,578 New
SMH
1659
Sanders Morris Harris
Texas
$325K
SWMG
1660
Sanchez Wealth Management Group
Florida
$325K +$1.61K +8 +0.5%
ACM
1661
AUA Capital Management
Pennsylvania
$325K +$30.2K +150 +11%
FWM
1662
Fingerlakes Wealth Management
New York
$325K +$317K +1,573 New
Connor, Clark & Lunn Investment Management (CC&L)
1663
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$324K -$12.1M -60,238 -97%
KPCM
1664
Kings Point Capital Management
New York
$324K -$5.64K -28 -2%
DWM
1665
Doyle Wealth Management
Florida
$324K
SAS
1666
Sanford Advisory Services
Michigan
$324K
FFMBT
1667
First Farmers & Merchants Bank Trust
Tennessee
$324K +$315K +1,565 New
PWAG
1668
Polaris Wealth Advisory Group
California
$323K
ZIC
1669
ZWJ Investment Counsel
Georgia
$323K +$11.1K +55 +4%
JCM
1670
Jag Capital Management
Missouri
$322K
MF
1671
Magnetar Financial
Illinois
$322K +$314K +1,557 New
CCA
1672
Childress Capital Advisors
Texas
$321K -$106K -528 -25%
IIC
1673
Integrated Investment Consultants
Michigan
$321K -$17.3K -86 -5%
AWG
1674
Altus Wealth Group
Colorado
$321K +$201 +1 +0.1%
BFA
1675
Beacon Financial Advisory
Ohio
$321K +$57.4K +285 +22%