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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1826
Mark Sheptoff Financial Planning
Connecticut
$32K +$21.5K +127 +254%
FPW
1827
Flagship Private Wealth
Massachusetts
$31.6K +$29.7K +175 New
HFS
1828
HBC Financial Services
Washington
$31K +$27.5K +162 New
IPW
1829
IronBridge Private Wealth
Texas
$30K +$27.6K +163 New
MWC
1830
MBM Wealth Consultants
Missouri
$28K -$28K -165 -52%
Loomis, Sayles & Company
1831
Loomis, Sayles & Company
Massachusetts
$28K -$2.21K -13 -8%
ITFISA
1832
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$26.2K +$24.4K +144 New
LS
1833
Leelyn Smith
Illinois
$26K
GFPC
1834
Global Financial Private Client
Florida
$25.7K -$32.2K -190 -57%
FPB
1835
First PREMIER Bank
South Dakota
$23K
MWP
1836
Meridian Wealth Partners
Pennsylvania
$22K +$20.4K +120 New
RIM
1837
Rockbridge Investment Management
New York
$21K
CH
1838
Canton Hathaway
Rhode Island
$21K +$20K +118 New
CWM
1839
Curi Wealth Management
North Carolina
$21K +$20.4K +120 New
CA
1840
Crewe Advisors
Utah
$19K -$1.02K -6 -5%
FCM
1841
Firestone Capital Management
Florida
$19K
TIM
1842
Tortoise Investment Management
New York
$19K +$4.24K +25 +31%
BHWM
1843
Bay Harbor Wealth Management
Maryland
$19K +$6.78K +40 +63%
AA
1844
AlphaMark Advisors
Kentucky
$18K -$18.7K -110 -52%
SMG
1845
Spectrum Management Group
Indiana
$18K
TH
1846
TCTC Holdings
Texas
$18K
BWM
1847
Baystate Wealth Management
Massachusetts
$17K
CMA
1848
Cedar Mountain Advisors
Oregon
$17K
VCM
1849
Versant Capital Management
Arizona
$17K
DAC
1850
Dividend Assets Capital
South Carolina
$17K +$15.8K +93 New