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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1726
Appleton Partners
Massachusetts
$608K -$24.3K -70 -4%
SFG
1727
Sovereign Financial Group
Connecticut
$608K +$4.85K +14 +0.8%
DF
1728
Donoghue Forlines
Massachusetts
$607K -$831K -2,396 -57%
AFC
1729
AFT Forsyth & Company
Florida
$605K – – –
CHP
1730
Cable Hill Partners
Oregon
$604K +$629K +1,814 New
IWA
1731
Icon Wealth Advisors
Texas
$603K +$258K +744 +74%
TA
1732
TFG Advisers
Michigan
$602K -$4.16K -12 -0.7%
MA
1733
McBroom & Associates
Nevada
$602K – – –
TFG
1734
Taylor Financial Group
Virginia
$601K – – –
VHAM
1735
Van Hulzen Asset Management
California
$601K +$72.8K +210 +13%
PFG
1736
Prosperity Financial Group
California
$601K +$34.3K +99 +6%
TC
1737
TradeLink Capital
Illinois
$600K +$624K +1,800 New
Harris Associates
1738
Harris Associates
Illinois
$600K – – –
WKWM
1739
Walter & Keenan Wealth Management
Indiana
$599K -$4.51K -13 -0.7%
ECU
1740
Eisler Capital (US)
New York
$598K +$622K +1,795 New
RDWM
1741
Red Door Wealth Management
Tennessee
$597K +$14.6K +42 +2%
BWM
1742
Benchmark Wealth Management
Connecticut
$594K +$347 +1 +0.1%
LA
1743
Lakeside Advisors
Washington
$594K +$347 +1 +0.1%
USB
1744
Union Savings Bank
Connecticut
$593K -$16.6K -48 -3%
LF
1745
LifeSteps Financial
California
$593K – – –
SMH
1746
Sanders Morris Harris
Texas
$591K – – –
BCG
1747
Breakwater Capital Group
New Jersey
$588K +$8.67K +25 +1%
PP
1748
Pacifica Partners
Canada
$588K -$14.9K -43 -2%
YIA
1749
YHB Investment Advisors
Connecticut
$588K +$25K +72 +4%
KBFS
1750
Kohmann Bosshard Financial Services
Ohio
$587K – – –