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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1876
Professional Financial Advisors
Nebraska
$6K – – –
HFA
1877
Hoover Financial Advisors
Pennsylvania
$6K +$5.09K +30 New
AFS
1878
Annapolis Financial Services
Maryland
$6K +$5.77K +34 New
NC
1879
NewSquare Capital
Pennsylvania
$5K -$4.24K -25 -50%
MIM
1880
Macroview Investment Management
Maryland
$5K – – –
LAS
1881
Lloyd Advisory Services
Georgia
$4K – – –
MWA
1882
Moser Wealth Advisors
Washington
$4K – – –
RWG
1883
Regal Wealth Group
California
$4K – – –
TFM
1884
TFC Financial Management
Massachusetts
$4K – – –
AFG
1885
Albion Financial Group
Utah
$4K +$3.9K +23 New
CWM
1886
Cranbrook Wealth Management
Michigan
$4K +$3.9K +23 New
BDWCC
1887
B&D White Capital Company
Texas
$4K +$4.24K +25 New
TCM
1888
TD Capital Management
Tennessee
$3K – – –
IRAG
1889
Investment Research & Advisory Group
Georgia
$2K – – –
PCTC
1890
Perkins Coie Trust Company
Washington
$2K – – –
ADIM
1891
Alpha DNA Investment Management
Maryland
$2K +$2.37K +14 New
CAM
1892
ClariVest Asset Management
California
$1K – – –
KIG
1893
Kessler Investment Group
Indiana
$1K – – –
TI
1894
tru Independence
Oregon
$120 +$32.4K +191 +40%
Sanders Capital
1895
Sanders Capital
Florida
– -$937M -6,281,573 Closed
CTI
1896
Community Trust & Investment
Kentucky
– -$11.4M -76,387 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1897
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$10.9M -73,368 Closed
GPC
1898
Glen Point Capital
United Kingdom
– -$10.1M -67,600 Closed
Twin Tree Management
1899
Twin Tree Management
Texas
– -$10.9M -64,031 Closed
MC
1900
Martin Currie
United Kingdom
– -$9.12M -61,123 Closed