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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1801
Asset Advisory Group
New Jersey
$2.19M
WDL
1802
Well Done LLC
Michigan
$2.19M -$191K -217 -10%
PGWM
1803
Parisi Gray Wealth Management
New Jersey
$2.19M +$378K +430 +27%
BWL
1804
Bogart Wealth LLC
Virginia
$2.18M +$332K +378 +23%
BWM
1805
BCS Wealth Management
Tennessee
$2.18M
WKWM
1806
Walter & Keenan Wealth Management
Indiana
$2.18M +$13.2K +15 +0.7%
FAB
1807
First American Bank
Illinois
$2.18M
AT
1808
Adelphi Trust
Florida
$2.18M +$70.3K +80 +4%
LA
1809
Latitude Advisors
Florida
$2.17M -$33.4K -38 -2%
KFA
1810
Kelleher Financial Advisors
New York
$2.17M +$954K +1,086 +114%
GC
1811
Gilbert & Cook
Iowa
$2.17M -$1.34M -1,531 -43%
NCM
1812
NCM Capital Management
New Jersey
$2.16M +$878 +1 +0%
CSA
1813
Cornerstone Select Advisors
Missouri
$2.16M +$154K +175 +9%
OWP
1814
Obermeyer Wealth Partners
Colorado
$2.16M -$57.1K -65 -3%
NG
1815
Northstar Group
New York
$2.16M -$302K -344 -15%
HCA
1816
Heck Capital Advisors
Wisconsin
$2.16M +$2.63K +3 +0.1%
VEM
1817
Vann Equity Management
Texas
$2.15M +$505K +575 +40%
JWM
1818
Jacksonville Wealth Management
Florida
$2.15M
DEM
1819
Disciplined Equity Management
Florida
$2.15M -$26.4K -30 -1%
KF
1820
KKM Financial
Illinois
$2.15M -$244K -278 -12%
Financial Engines Advisors
1821
Financial Engines Advisors
California
$2.15M +$91.4K +104 +5%
TSS
1822
Two Sigma Securities
New York
$2.15M +$1.77M +2,016 New
SWM
1823
Sterling Wealth Management
Illinois
$2.15M +$63.3K +72 +4%
BFA
1824
Beacon Financial Advisory
Ohio
$2.14M -$33.4K -38 -2%
RIP
1825
Reliant Investment Partners
North Carolina
$2.14M +$41.3K +47 +2%