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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1801
Rock Creek Group
District of Columbia
$89K -$98.9K -475 -51%
FRA
1802
Front Row Advisors
California
$89K -$3.75K -18 -4%
DAC
1803
Dividend Assets Capital
South Carolina
$88K +$23.7K +114 +33%
AWM
1804
AllSquare Wealth Management
New York
$86K – – –
SWA
1805
SOA Wealth Advisors
New York
$83K +$417 +2 +0.5%
JPLA
1806
Joseph P. Lucia & Associates
New York
$81K – – –
FWM
1807
Filbrandt Wealth Management
Wisconsin
$79K +$2.29K +11 +3%
MWM
1808
Mascoma Wealth Management
New Hampshire
$78K +$84.3K +405 New
LWM
1809
Liberty Wealth Management
California
$77K -$2.5K -12 -3%
MFT
1810
Moisand Fitzgerald Tamayo
Florida
$77K – – –
ONST
1811
Old North State Trust
North Carolina
$77K – – –
SFG
1812
Sage Financial Group
Pennsylvania
$77K – – –
SPWG
1813
Sage Private Wealth Group
Illinois
$77K +$83.3K +400 New
PMA
1814
Prudent Man Advisors
Illinois
$75K – – –
HWM
1815
HighMark Wealth Management
Minnesota
$72K -$2.71K -13 -3%
PWA
1816
Phoenix Wealth Advisors
North Carolina
$70K – – –
MFA
1817
McClarren Financial Advisors
Pennsylvania
$69K +$208 +1 +0.3%
BFG
1818
Baron Financial Group
New Jersey
$67.2K – – –
DSC
1819
Duncker Streett & Co
Missouri
$66K – – –
HWMA
1820
Heritage Wealth Management (Arizona)
Arizona
$66K – – –
AP
1821
Arlington Partners
Alabama
$66K +$71.8K +345 New
CA
1822
Centerpoint Advisors
Massachusetts
$65K -$14K -67 -16%
CFO
1823
CVA Family Office
Colorado
$63K -$128K -616 -59%
KFI
1824
Key Financial Inc
Pennsylvania
$62K -$10.4K -50 -13%
LFG
1825
Larson Financial Group
Missouri
$62K -$4.58K -22 -6%
71 72
73
74 75