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Caterpillar

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