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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1751
Estabrook Capital Management
New York
$91K
PO
1752
Private Ocean
California
$91K -$25.4K -150 -23%
MRCM
1753
M&R Capital Management
New Jersey
$91K
PS
1754
Planned Solutions
California
$91K
BWM
1755
Birchcreek Wealth Management
Ohio
$91K +$84.8K +500 New
FRA
1756
Front Row Advisors
California
$89K
FEG
1757
Financial Enhancement Group
Indiana
$88K
NFSG
1758
Newbridge Financial Services Group
Florida
$87K +$339 +2 +0.4%
AW
1759
Avion Wealth
Texas
$85K
SWA
1760
SOA Wealth Advisors
New York
$84K +$72.2K +426 New
AWM
1761
AllSquare Wealth Management
New York
$82K
HWM
1762
HighMark Wealth Management
Minnesota
$81K
GWS
1763
Glassman Wealth Services
Virginia
$81K +$8.48K +50 +13%
VCG
1764
Vantage Consulting Group
Virginia
$79K +$73.9K +436 New
SIAG
1765
Safeguard Investment Advisory Group
California
$77K +$71.9K +424 New
JPLA
1766
Joseph P. Lucia & Associates
New York
$76K +$71.1K +419 New
Capstone Investment Advisors
1767
Capstone Investment Advisors
New York
$73K -$1.19K -7 -2%
FWM
1768
Filbrandt Wealth Management
Wisconsin
$73K
ONST
1769
Old North State Trust
North Carolina
$73K
SFG
1770
Sage Financial Group
Pennsylvania
$73K
RA
1771
Reby Advisors
Connecticut
$73K +$67.8K +400 New
AWG
1772
Altus Wealth Group
Colorado
$73K +$68.5K +404 New
FMP
1773
Financial Management Professionals
Texas
$72K +$2.04K +12 +3%
BWM
1774
BerganKDV Wealth Management
Minnesota
$72K +$2.21K +13 +3%
M
1775
MOTCO
Texas
$70K