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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
2426
Buffington Mohr McNeal
Idaho
$229K +$200K +625 New
BWA
2427
Burt Wealth Advisors
Maryland
$229K +$199K +624 New
KW
2428
KWB Wealth
California
$227K +$198K +620 New
BLAM
2429
Bourne Lent Asset Management
New York
$226K +$198K +618 New
SFS
2430
Strategic Financial Services
New York
$225K +$197K +615 New
AC
2431
Apella Capital
Connecticut
$225K -$32K -100 -14%
RWI
2432
Red Wave Investments
Pennsylvania
$225K +$196K +614 New
SIA
2433
Sage Investment Advisers
New York
$224K -$190K -596 -49%
PP
2434
Patron Partners
Texas
$224K +$196K +612 New
CC
2435
Capital Counsel
New York
$224K +$195K +611 New
Winslow Capital Management
2436
Winslow Capital Management
Minnesota
$224K -$126K -394 -39%
OCM
2437
One Capital Management
California
$224K +$195K +610 New
CWP
2438
Core Wealth Partners
California
$223K +$195K +609 New
TW
2439
Towerpoint Wealth
California
$223K +$194K +608 New
UAM
2440
Unison Asset Management
Florida
$222K +$194K +606 New
HP
2441
Hilltop Partners
Indiana
$222K +$193K +605 New
KAS
2442
KPP Advisory Services
Kentucky
$221K +$193K +604 New
SPC
2443
Spirepoint Private Client
Florida
$221K +$193K +604 New
GFA
2444
Gallagher Fiduciary Advisors
Illinois
$220K -$161K -503 -46%
MSG
2445
Main Street Group
Virginia
$220K +$10.2K +32 +6%
Two Sigma Advisers
2446
Two Sigma Advisers
New York
$220K -$70.4M -220,300 -100%
BA
2447
Baugh & Associates
Georgia
$220K +$192K +600 New
PFM
2448
Peak Financial Management
Massachusetts
$220K +$192K +600 New
VW
2449
Vantage Wealth
California
$220K +$192K +600 New
AFG
2450
Altiora Financial Group
Ohio
$219K +$191K +598 New