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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1526
Pacific Center for Financial Services
California
$8K – – –
LWA
1527
Lowe Wealth Advisors
Maryland
$7K – – –
HFS
1528
HBC Financial Services
Washington
$7K +$356 +3 +0.8%
MFT
1529
Moisand Fitzgerald Tamayo
Florida
$7K +$830 +7 +14%
RWM
1530
Raffa Wealth Management
District of Columbia
$6.33K – – –
NC
1531
NewSquare Capital
Pennsylvania
$6K -$351K -2,960 -98%
MSFP
1532
Mark Sheptoff Financial Planning
Connecticut
$6K +$5.93K +50 New
MS
1533
Mizuho Securities
Japan
$6K +$5.93K +50 New
BWM
1534
Baystate Wealth Management
Massachusetts
$5K – – –
LFG
1535
LifePlan Financial Group
Ohio
$4K -$1.3K -11 -28%
IF
1536
Ironwood Financial
Arizona
$4K – – –
MIM
1537
Macroview Investment Management
Maryland
$4K – – –
LAS
1538
Lloyd Advisory Services
Georgia
$4K +$119 +1 +3%
IWP
1539
IAG Wealth Partners
Wisconsin
$4K +$1.19K +10 +59%
FMP
1540
Financial Management Professionals
Texas
$4K +$3.44K +29 New
HFA
1541
Hoover Financial Advisors
Pennsylvania
$4K +$3.56K +30 New
RWG
1542
Regal Wealth Group
California
$3K – – –
FCAS
1543
First Command Advisory Services
Texas
$3K +$2.37K +20 New
TCM
1544
TD Capital Management
Tennessee
$2K – – –
PW
1545
Price Wealth
Texas
$2K +$237 +2 +20%
NIM
1546
NuWave Investment Management
New Jersey
$2K +$1.54K +13 New
CCM
1547
Cribstone Capital Management
Maine
$2K +$1.9K +16 New
PCTC
1548
Perkins Coie Trust Company
Washington
$1K -$108K -915 -99%
IRAG
1549
Investment Research & Advisory Group
Georgia
$1K – – –
HGWM
1550
Harvest Group Wealth Management
Massachusetts
$1K +$1.78K +15 New