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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CPM
1751
Connective Portfolio Management
New York
$943K +$854K +2,000 New
RFA
1752
ROI Financial Advisors
Oregon
$943K +$119K +279 +16%
FMLI
1753
Fukoku Mutual Life Insurance
Japan
$941K
FWI
1754
Facet Wealth Inc
Maryland
$940K +$191K +447 +29%
GKWIM
1755
Gerber Kawasaki Wealth & Investment Management
California
$940K +$48.2K +113 +6%
KA
1756
Kozak & Associates
Colorado
$939K +$44K +103 +6%
CA
1757
Cornerstone Advisory
Maryland
$937K +$96.5K +226 +13%
CF
1758
Claris Financial
Virginia
$936K +$131K +308 +19%
PG
1759
Patten Group
Tennessee
$936K -$18.8K -44 -2%
FBB
1760
Fulton Breakefield Broenniman
Maryland
$936K +$5.98K +14 +0.7%
DG
1761
DMC Group
Alabama
$935K -$2.13K -5 -0.3%
AIM
1762
Acropolis Investment Management
Missouri
$933K +$76.8K +180 +8%
SIAP
1763
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$931K +$427 +1 +0.1%
GAA
1764
Guardian Asset Advisors
Pennsylvania
$930K +$6.83K +16 +0.8%
BFC
1765
Bedel Financial Consulting
Indiana
$930K +$11.1K +26 +1%
SWM
1766
Sterling Wealth Management
Illinois
$927K -$16.6K -39 -2%
BMCM
1767
Bryn Mawr Capital Management
Pennsylvania
$926K +$114K +267 +16%
SNWA
1768
Siligmueller & Norvid Wealth Advisors
Illinois
$922K +$825K +1,932 New
RWMG
1769
Redwood Wealth Management Group
New Jersey
$919K -$317K -743 -28%
BFA
1770
Beaumont Financial Advisors
Massachusetts
$918K -$21.3K -50 -3%
KPWG
1771
KFA Private Wealth Group
Virginia
$918K -$98.6K -231 -11%
Boston Partners
1772
Boston Partners
Massachusetts
$917K +$821K +1,922 New
WA
1773
Wealth Alliance
New York
$916K -$4.7K -11 -0.6%
HGWM
1774
Horst & Graben Wealth Management
Oregon
$915K -$7.26K -17 -0.9%
WC
1775
Waterloo Capital
Texas
$911K +$239K +561 +42%