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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1751
Larson Financial Group
Missouri
$94K -$157K -928 -64%
ECM
1752
Estabrook Capital Management
New York
$91K – – –
PO
1753
Private Ocean
California
$91K -$25.4K -150 -23%
MRCM
1754
M&R Capital Management
New Jersey
$91K – – –
PS
1755
Planned Solutions
California
$91K – – –
BWM
1756
Birchcreek Wealth Management
Ohio
$91K +$84.8K +500 New
FRA
1757
Front Row Advisors
California
$89K – – –
FEG
1758
Financial Enhancement Group
Indiana
$88K – – –
NFSG
1759
Newbridge Financial Services Group
Florida
$87K +$339 +2 +0.4%
AW
1760
Avion Wealth
Texas
$85K – – –
SWA
1761
SOA Wealth Advisors
New York
$84K +$72.2K +426 New
AWM
1762
AllSquare Wealth Management
New York
$82K – – –
HWM
1763
HighMark Wealth Management
Minnesota
$81K – – –
GWS
1764
Glassman Wealth Services
Virginia
$81K +$8.48K +50 +13%
VCG
1765
Vantage Consulting Group
Virginia
$79K +$73.9K +436 New
SIAG
1766
Safeguard Investment Advisory Group
California
$77K +$71.9K +424 New
JPLA
1767
Joseph P. Lucia & Associates
New York
$76K +$71.1K +419 New
Capstone Investment Advisors
1768
Capstone Investment Advisors
New York
$73K -$1.19K -7 -2%
FWM
1769
Filbrandt Wealth Management
Wisconsin
$73K – – –
ONST
1770
Old North State Trust
North Carolina
$73K – – –
SFG
1771
Sage Financial Group
Pennsylvania
$73K – – –
RA
1772
Reby Advisors
Connecticut
$73K +$67.8K +400 New
AWG
1773
Altus Wealth Group
Colorado
$73K +$68.5K +404 New
FMP
1774
Financial Management Professionals
Texas
$72K +$2.04K +12 +3%
BWM
1775
BerganKDV Wealth Management
Minnesota
$72K +$2.21K +13 +3%