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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DFC
2076
DB Fitzpatrick & Co
Idaho
$42K +$40.7K +202 New
DWP
2077
Destiny Wealth Partners
Florida
$41K – – –
MFM
2078
MD Financial Management
Ontario, Canada
$41K – – –
SAM
2079
Strategic Asset Management
Minnesota
$41K +$201 +1 +0.5%
KFP
2080
KB Financial Partners
New Jersey
$41K +$39.5K +196 New
IAS
2081
IMA Advisory Services
Colorado
$41K +$40.3K +200 New
AA
2082
AlphaMark Advisors
Kentucky
$39K – – –
ACM
2083
Antonetti Capital Management
Florida
$39K – – –
PMFA
2084
Plante Moran Financial Advisors
Michigan
$38K -$158K -785 -81%
CAM
2085
Close Asset Management
United Kingdom
$38K -$71.9K -357 -66%
WWM
2086
Wolff Wiese Magana
California
$38K – – –
SC
2087
Sierra Capital
Florida
$38K +$37.5K +186 New
MWC
2088
MBM Wealth Consultants
Missouri
$37K – – –
S
2089
Surevest
California
$37K +$36.2K +180 New
IPW
2090
IronBridge Private Wealth
Texas
$34K – – –
MWM
2091
Mascoma Wealth Management
New Hampshire
$32K -$50.3K -250 -62%
MUMSS
2092
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K -$32.2K -160 -52%
SIA
2093
SkyView Investment Advisors
New Jersey
$31K +$30.4K +151 New
BHWM
2094
Beaird Harris Wealth Management
Texas
$31K +$30.6K +152 New
CFG
2095
CKW Financial Group
Hawaii
$30K – – –
LS
2096
Leelyn Smith
Illinois
$30K – – –
LF
2097
Lee Financial
Texas
$30K +$3.83K +19 +15%
PO
2098
Private Ocean
California
$29K +$8.26K +41 +41%
AFS
2099
Annapolis Financial Services
Maryland
$28K -$9.87K -49 -27%
CMA
2100
Cedar Mountain Advisors
Oregon
$28K – – –