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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
1701
YorkBridge Wealth Partners
New York
$267K – – –
RWP
1702
Ridgecrest Wealth Partners
California
$267K +$64K +277 +29%
MSA
1703
Marino Stram & Associates
Massachusetts
$267K +$284K +1,229 New
PFA
1704
Pinnacle Family Advisors
Missouri
$266K +$283K +1,224 New
CCC
1705
Chelsea Counsel Company
California
$265K – – –
KM
1706
Kalos Management
Georgia
$264K -$61.7K -267 -18%
BFA
1707
Benedict Financial Advisors
Georgia
$264K -$20.1K -87 -7%
GP
1708
Greenline Partners
New York
$264K – – –
VA
1709
Valmark Advisers
Ohio
$264K +$27.3K +118 +11%
AO
1710
Advisor OS
Illinois
$263K +$231 +1 +0.1%
BFA
1711
Beacon Financial Advisory
Ohio
$263K +$20.8K +90 +8%
BA
1712
Bridgewater Advisors
New York
$263K +$24.7K +107 +10%
CCP
1713
Cardan Capital Partners
Colorado
$261K – – –
KWM
1714
Keebeck Wealth Management
Illinois
$261K – – –
YMRC
1715
Yorktown Management & Research Company
Virginia
$261K – – –
HCP
1716
Hexagon Capital Partners
Arkansas
$261K +$72.1K +312 +35%
OGC
1717
Oak Grove Capital
New Hampshire
$261K +$277K +1,200 New
PWMG
1718
Pinnacle Wealth Management Group
Michigan
$261K +$277K +1,200 New
CPIG
1719
Chicago Partners Investment Group
Illinois
$260K -$59.6K -258 -17%
SWM
1720
Stockman Wealth Management
Montana
$260K -$6.7K -29 -2%
FNT
1721
First Nebraska Trust
Nebraska
$259K – – –
FBT
1722
First Bankers Trust
Kentucky
$259K -$46.2K -200 -14%
CFAM
1723
Center For Asset Management
Florida
$259K +$231 +1 +0.1%
CCFM
1724
Clear Creek Financial Management
Washington
$259K +$274K +1,188 New
PCH
1725
PGIM Custom Harvest
New Jersey
$257K +$9.24K +40 +4%