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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
1576
Brand Asset Management Group
Missouri
$9K – – –
EWM
1577
Edge Wealth Management
New York
$9K – – –
PCFFS
1578
Pacific Center for Financial Services
California
$9K – – –
SMG
1579
Spectrum Management Group
Indiana
$9K +$8.63K +65 New
HWA
1580
Heritage Wealth Advisors
Virginia
$7.61K – – –
LWA
1581
Lowe Wealth Advisors
Maryland
$7K – – –
MFT
1582
Moisand Fitzgerald Tamayo
Florida
$7K – – –
MAM
1583
Marquette Asset Management
Minnesota
$7K +$7.04K +53 New
RWM
1584
Raffa Wealth Management
District of Columbia
$6.78K – – –
AWMF
1585
Arbor Wealth Management (Florida)
Florida
$6K – – –
QAM
1586
QCI Asset Management
New York
$6K – – –
KFS
1587
Kelly Financial Services
Massachusetts
$5.28K +$5.18K +39 New
LFG
1588
LifePlan Financial Group
Ohio
$5K – – –
MSA
1589
Marino Stram & Associates
Massachusetts
$4K – – –
CIA
1590
CSat Investment Advisory
Michigan
$4K +$531 +4 +15%
MIM
1591
Macroview Investment Management
Maryland
$4K +$3.98K +30 New
RWG
1592
Regal Wealth Group
California
$3K – – –
TCM
1593
TD Capital Management
Tennessee
$2K – – –
FGAM
1594
Financial Gravity Asset Management
Texas
$2K +$1.59K +12 New
TIM
1595
Tortoise Investment Management
New York
$1K -$25.9K -195 -98%
CIR
1596
Clear Investment Research
Georgia
$1K – – –
WF
1597
WealthTrust Fairport
Ohio
$1K – – –
Holocene Advisors
1598
Holocene Advisors
New York
– -$95.3M -750,194 Closed
ABC
1599
Anchor Bolt Capital
Illinois
– -$59.3M -466,798 Closed
CCI
1600
Columbus Circle Investors
– -$42.9M -337,526 Closed