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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1826
Private Advisory Group
Washington
$203K +$181K +876 New
DBRC
1827
D.B. Root & Company
Pennsylvania
$203K +$182K +877 New
WA
1828
Wealth Advisors
California
$203K +$184K +890 New
PPP
1829
Private Portfolio Partners
New Jersey
$203K +$181K +875 New
CBFP
1830
Cedar Brook Financial Partners
Ohio
$202K +$180K +871 New
RBCM
1831
Raub Brock Capital Management
California
$201K +$180K +869 New
OFG
1832
Oxford Financial Group
Indiana
$200K +$179K +864 New
PFA
1833
Pettinga Financial Advisors
Indiana
$200K +$179K +864 New
ECM
1834
Elgethun Capital Management
South Dakota
$197K +$176K +852 New
CAC
1835
Certified Advisory Corp
Florida
$194K +$174K +839 New
AWM
1836
Accel Wealth Management
Iowa
$191K +$3.31K +16 +2%
HI
1837
Human Investing
Oregon
$190K -$88.2K -426 -34%
CWC
1838
Carolinas Wealth Consulting
North Carolina
$186K +$41.6K +201 +33%
AssetMark Inc
1839
AssetMark Inc
California
$181K -$21.1K -102 -12%
WAM
1840
Wolverine Asset Management
Illinois
$180K +$161K +779 New
RTC
1841
Riverview Trust Company
Washington
$178K
PI
1842
PEAK6 Investments
Illinois
$177K +$158K +765 New
ST
1843
Sageworth Trust
Pennsylvania
$174K
SAM
1844
S.A. Mason
Michigan
$174K
HC
1845
Hoese & Co
Minnesota
$174K +$155K +750 New
GWMIA
1846
Global Wealth Management Investment Advisory
Florida
$169K -$12K -58 -7%
GAM
1847
Gemmer Asset Management
California
$168K
TFGT
1848
TS Financial Group (TSFG)
Illinois
$168K +$22.2K +107 +17%
SIS
1849
Sound Income Strategies
Florida
$168K +$101K +487 +205%
FPS
1850
Fieldpoint Private Securities
Connecticut
$163K +$2.07K +10 +1%