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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1876
Mascoma Wealth Management
New Hampshire
$117K +$105K +505 New
PO
1877
Private Ocean
California
$116K – – –
ECM
1878
Estabrook Capital Management
New York
$116K – – –
MRCM
1879
M&R Capital Management
New Jersey
$115K – – –
FRA
1880
Front Row Advisors
California
$113K – – –
ACM
1881
Allred Capital Management
Texas
$112K +$100K +484 New
GWS
1882
Glassman Wealth Services
Virginia
$112K +$7.87K +38 +9%
AWM
1883
AllSquare Wealth Management
New York
$104K – – –
HWM
1884
HighMark Wealth Management
Minnesota
$102K -$1.45K -7 -2%
SWA
1885
SOA Wealth Advisors
New York
$99K +$207 +1 +0.2%
JPLA
1886
Joseph P. Lucia & Associates
New York
$97K – – –
FMP
1887
Financial Management Professionals
Texas
$95K +$2.9K +14 +4%
Q
1888
QVR
California
$95K +$84.7K +409 New
ITFISA
1889
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$93.9K +$54K +261 +181%
SFA
1890
Semmax Financial Advisors
North Carolina
$93K -$2.83M -13,665 -97%
FWM
1891
Filbrandt Wealth Management
Wisconsin
$93K – – –
ONST
1892
Old North State Trust
North Carolina
$93K – – –
SFG
1893
Sage Financial Group
Pennsylvania
$93K – – –
BFG
1894
Baron Financial Group
New Jersey
$92.7K +$10.4K +50 +14%
BWM
1895
BerganKDV Wealth Management
Minnesota
$90K -$1.45K -7 -2%
PMA
1896
Prudent Man Advisors
Illinois
$90K +$80.7K +390 New
PSIWM
1897
Paradigm Strategies in Wealth Management
Minnesota
$87K +$77.6K +375 New
PWA
1898
Phoenix Wealth Advisors
North Carolina
$85K – – –
MFA
1899
McClarren Financial Advisors
Pennsylvania
$84K +$207 +1 +0.3%
LAIC
1900
Lederer & Associates Investment Counsel
California
$83.5K +$74.5K +360 New