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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1551
Financial Enhancement Group
Indiana
$72K – – –
TI
1552
tru Independence
Oregon
$71K -$341K -2,424 -84%
NFSG
1553
Newbridge Financial Services Group
Florida
$71K +$66.9K +476 New
AW
1554
Avion Wealth
Texas
$69K +$30.9K +220 +89%
AWM
1555
AllSquare Wealth Management
New York
$67K – – –
CWC
1556
Carolinas Wealth Consulting
North Carolina
$67K +$41.3K +294 +187%
VRM
1557
Vectors Research Management
New York
$65K -$12.6K -90 -17%
CFO
1558
CVA Family Office
Colorado
$63K – – –
Capstone Investment Advisors
1559
Capstone Investment Advisors
New York
$61K +$57.2K +407 New
FWM
1560
Filbrandt Wealth Management
Wisconsin
$60K -$18.3K -130 -25%
SFG
1561
Sage Financial Group
Pennsylvania
$60K – – –
ONST
1562
Old North State Trust
North Carolina
$60K +$56.2K +400 New
GWS
1563
Glassman Wealth Services
Virginia
$59K +$20.1K +143 +57%
HWM
1564
HighMark Wealth Management
Minnesota
$58K +$17K +121 +37%
M
1565
MOTCO
Texas
$57K – – –
BWM
1566
BerganKDV Wealth Management
Minnesota
$57K +$1.12K +8 +2%
FMP
1567
Financial Management Professionals
Texas
$57K +$49.9K +355 +1,224%
BWP
1568
Baldwin Wealth Partners
Massachusetts
$56K – – –
HI
1569
Hoey Investments
Pennsylvania
$56K +$52.7K +375 New
WAM
1570
Wolverine Asset Management
Illinois
$54K -$228K -1,626 -82%
BFG
1571
Baron Financial Group
New Jersey
$52.2K +$49.2K +350 New
SC
1572
Steph & Co
Wisconsin
$52K – – –
CA
1573
Centerpoint Advisors
Massachusetts
$51K – – –
DSC
1574
Duncker Streett & Co
Missouri
$51K – – –
APWA
1575
Atlas Private Wealth Advisors
New Jersey
$49K -$19.8K -141 -30%