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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1426
BDO Wealth Advisors
Florida
$84K +$283 +2 +0.4%
RFM
1427
Royal Fund Management
Florida
$82K +$707 +5 +0.9%
OFW
1428
Omnia Family Wealth
Florida
$80K – – –
PCP
1429
Proficio Capital Partners
Massachusetts
$79K +$3.54K +25 +5%
BWM
1430
Baystate Wealth Management
Massachusetts
$79K +$25.7K +182 +50%
FC
1431
Ferris Capital
Massachusetts
$78K +$2.26K +16 +3%
M
1432
MOTCO
Texas
$77K – – –
ECM
1433
Estabrook Capital Management
New York
$76.2K – – –
FPS
1434
Fieldpoint Private Securities
Connecticut
$76K – – –
FEG
1435
Financial Enhancement Group
Indiana
$76K – – –
KL
1436
KWMG LLC
Kansas
$76K – – –
CAC
1437
Certified Advisory Corp
Florida
$76K +$16.1K +114 +30%
LWS
1438
Lucia Wealth Services
California
$75K +$141 +1 +0.2%
CA
1439
Centerpoint Advisors
Massachusetts
$74K -$7.92K -56 -10%
ML
1440
McAdam LLC
Pennsylvania
$73K +$1.13K +8 +2%
POIA
1441
Pin Oak Investment Advisors
Texas
$71K -$5.66K -40 -8%
Credit Agricole
1442
Credit Agricole
France
$69K – – –
PFSC
1443
Peoples Financial Services Corp
Pennsylvania
$69K – – –
AWM
1444
AllSquare Wealth Management
New York
$68K – – –
AIM
1445
Arcadia Investment Management
Michigan
$65K – – –
AIS
1446
Accurate Investment Solutions
Pennsylvania
$63K -$12K -85 -17%
BCA
1447
Bray Capital Advisors
Florida
$61K – – –
SFG
1448
Sage Financial Group
Pennsylvania
$61K – – –
CAGAS
1449
Capital Advisory Group Advisory Services
Minnesota
$60K – – –
ONST
1450
Old North State Trust
North Carolina
$60K +$56.6K +400 New