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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1526
Private Ocean
California
$97K +$35.1K +250 +63%
AWM
1527
Atticus Wealth Management
Florida
$97K +$91.2K +649 New
HWM
1528
Holloway Wealth Management
Florida
$96K – – –
APC
1529
Aspire Private Capital
North Carolina
$95K +$89.2K +635 New
CFD
1530
Creative Financial Designs
Indiana
$94K +$14.8K +105 +20%
TFGT
1531
TS Financial Group (TSFG)
Illinois
$93K – – –
JWM
1532
Jeppson Wealth Management
California
$93K +$87.4K +622 New
NL
1533
NVWM LLC
Pennsylvania
$92K -$2.11K -15 -2%
MC
1534
Maverick Capital
Texas
$91K -$936K -6,663 -92%
AAP
1535
Arax Advisory Partners
Colorado
$91K +$281 +2 +0.3%
PP
1536
Pacifica Partners
Canada
$90K – – –
WIM
1537
Westside Investment Management
California
$89.6K -$7.87K -56 -4%
H
1538
Hexavest
Quebec, Canada
$88K – – –
MHR
1539
Matthew Hamilton Rosenberg
$87K – – –
PB
1540
Pinnacle Bancorp
Nebraska
$85K – – –
FRA
1541
Front Row Advisors
California
$85K +$7.73K +55 +13%
ME
1542
McIlrath & Eck
Washington
$82K -$13.9K -99 -15%
DI
1543
Disciplined Investments
Oklahoma
$81K – – –
LWANC
1544
Laurel Wealth Advisors (North Carolina)
North Carolina
$81K – – –
LWA
1545
Lenox Wealth Advisors
New York
$80K – – –
BWA
1546
Burt Wealth Advisors
Maryland
$78K -$30.9K -220 -30%
KCM
1547
Kathmere Capital Management
Pennsylvania
$77K +$72.1K +513 New
PS
1548
Planned Solutions
California
$75K +$70.2K +500 New
ECM
1549
Estabrook Capital Management
New York
$74.6K – – –
MRCM
1550
M&R Capital Management
New Jersey
$74K – – –