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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1876
Private Ocean
California
$116K
ECM
1877
Estabrook Capital Management
New York
$116K
MRCM
1878
M&R Capital Management
New Jersey
$115K
FRA
1879
Front Row Advisors
California
$113K
ACM
1880
Allred Capital Management
Texas
$112K +$100K +484 New
GWS
1881
Glassman Wealth Services
Virginia
$112K +$7.87K +38 +9%
AWM
1882
AllSquare Wealth Management
New York
$104K
HWM
1883
HighMark Wealth Management
Minnesota
$102K -$1.45K -7 -2%
SWA
1884
SOA Wealth Advisors
New York
$99K +$207 +1 +0.2%
JPLA
1885
Joseph P. Lucia & Associates
New York
$97K
FMP
1886
Financial Management Professionals
Texas
$95K +$2.9K +14 +4%
Q
1887
QVR
California
$95K +$84.7K +409 New
ITFISA
1888
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$93.9K +$54K +261 +181%
SFA
1889
Semmax Financial Advisors
North Carolina
$93K -$2.83M -13,665 -97%
FWM
1890
Filbrandt Wealth Management
Wisconsin
$93K
ONST
1891
Old North State Trust
North Carolina
$93K
SFG
1892
Sage Financial Group
Pennsylvania
$93K
BFG
1893
Baron Financial Group
New Jersey
$92.7K +$10.4K +50 +14%
BWM
1894
BerganKDV Wealth Management
Minnesota
$90K -$1.45K -7 -2%
PMA
1895
Prudent Man Advisors
Illinois
$90K +$80.7K +390 New
PSIWM
1896
Paradigm Strategies in Wealth Management
Minnesota
$87K +$77.6K +375 New
PWA
1897
Phoenix Wealth Advisors
North Carolina
$85K
MFA
1898
McClarren Financial Advisors
Pennsylvania
$84K +$207 +1 +0.3%
LAIC
1899
Lederer & Associates Investment Counsel
California
$83.5K +$74.5K +360 New
SC
1900
Steph & Co
Wisconsin
$81K