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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1526
Lowe Wealth Advisors
Maryland
$7K – – –
HFS
1527
HBC Financial Services
Washington
$7K +$356 +3 +0.8%
MFT
1528
Moisand Fitzgerald Tamayo
Florida
$7K +$830 +7 +14%
RWM
1529
Raffa Wealth Management
District of Columbia
$6.33K – – –
NC
1530
NewSquare Capital
Pennsylvania
$6K -$351K -2,960 -98%
MSFP
1531
Mark Sheptoff Financial Planning
Connecticut
$6K +$5.93K +50 New
MS
1532
Mizuho Securities
Japan
$6K +$5.93K +50 New
BWM
1533
Baystate Wealth Management
Massachusetts
$5K – – –
LFG
1534
LifePlan Financial Group
Ohio
$4K -$1.3K -11 -28%
IF
1535
Ironwood Financial
Arizona
$4K – – –
MIM
1536
Macroview Investment Management
Maryland
$4K – – –
LAS
1537
Lloyd Advisory Services
Georgia
$4K +$119 +1 +3%
IWP
1538
IAG Wealth Partners
Wisconsin
$4K +$1.19K +10 +59%
FMP
1539
Financial Management Professionals
Texas
$4K +$3.44K +29 New
HFA
1540
Hoover Financial Advisors
Pennsylvania
$4K +$3.56K +30 New
RWG
1541
Regal Wealth Group
California
$3K – – –
FCAS
1542
First Command Advisory Services
Texas
$3K +$2.37K +20 New
TCM
1543
TD Capital Management
Tennessee
$2K – – –
PW
1544
Price Wealth
Texas
$2K +$237 +2 +20%
NIM
1545
NuWave Investment Management
New Jersey
$2K +$1.54K +13 New
CCM
1546
Cribstone Capital Management
Maine
$2K +$1.9K +16 New
PCTC
1547
Perkins Coie Trust Company
Washington
$1K -$108K -915 -99%
IRAG
1548
Investment Research & Advisory Group
Georgia
$1K – – –
HGWM
1549
Harvest Group Wealth Management
Massachusetts
$1K +$1.78K +15 New
CM
1550
Capula Management
Cayman Islands
– -$11.5M -97,255 Closed
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