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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1476
Parisi Gray Wealth Management
New Jersey
$77K – – –
RFM
1477
Royal Fund Management
Florida
$74K -$266 -2 -0.4%
LWANC
1478
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
LWM
1479
Liberty Wealth Management
California
$72K +$1.33K +10 +2%
ONST
1480
Old North State Trust
North Carolina
$70K +$15.7K +118 +30%
FPS
1481
Fieldpoint Private Securities
Connecticut
$68K – – –
KL
1482
KWMG LLC
Kansas
$68K – – –
LWA
1483
Lenox Wealth Advisors
New York
$68K – – –
NWA
1484
New World Advisors
Massachusetts
$68K +$66.7K +502 New
ECM
1485
Estabrook Capital Management
New York
$67.7K – – –
PAM
1486
Paradigm Asset Management
New York
$67.7K +$6.64K +50 +11%
CA
1487
Centerpoint Advisors
Massachusetts
$66K – – –
SL
1488
Salomon & Ludwin
Virginia
$64K -$59.5K -448 -49%
KPCM
1489
Kings Point Capital Management
New York
$61K -$10.6K -80 -15%
AIS
1490
Accurate Investment Solutions
Pennsylvania
$61K -$2.13K -16 -3%
AWM
1491
AllSquare Wealth Management
New York
$61K – – –
PFSC
1492
Peoples Financial Services Corp
Pennsylvania
$61K – – –
FC
1493
Ferris Capital
Massachusetts
$58K – – –
CAC
1494
Certified Advisory Corp
Florida
$58K +$5.18K +39 +10%
CAGAS
1495
Capital Advisory Group Advisory Services
Minnesota
$56K – – –
MRCM
1496
M&R Capital Management
New Jersey
$55K – – –
BWP
1497
Baldwin Wealth Partners
Massachusetts
$54K -$19.9K -150 -27%
FRA
1498
Front Row Advisors
California
$54K – – –
SFG
1499
Sage Financial Group
Pennsylvania
$54K – – –
BCA
1500
Bray Capital Advisors
Florida
$54K +$133 +1 +0.3%
58 59
60
61 62