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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1876
Truehand Inc
New Hampshire
$126K
LWANC
1877
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K
PSB
1878
Piscataqua Savings Bank
New Hampshire
$124K
RDWM
1879
Red Door Wealth Management
Tennessee
$124K +$132K +572 New
CAM
1880
Close Asset Management
United Kingdom
$118K
GWS
1881
Glassman Wealth Services
Virginia
$114K +$9.24K +40 +8%
DWMG
1882
DB Wealth Management Group
California
$110K
FMTCOCP
1883
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K +$102K +440 +2,200%
WWMSC
1884
Wagner Wealth Management (South Carolina)
South Carolina
$99K +$69.3K +300 +196%
SOW
1885
State of Wyoming
Wyoming
$99K +$105K +453 New
FRA
1886
Front Row Advisors
California
$98K -$1.62K -7 -1%
FMP
1887
Financial Management Professionals
Texas
$98K +$9.7K +42 +10%
AWM
1888
AllSquare Wealth Management
New York
$97K
SWA
1889
SOA Wealth Advisors
New York
$93K +$693 +3 +0.7%
JPLA
1890
Joseph P. Lucia & Associates
New York
$91K
LWM
1891
Liberty Wealth Management
California
$89K +$11.1K +48 +13%
CA
1892
Centerpoint Advisors
Massachusetts
$89K +$15.5K +67 +20%
ITFISA
1893
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$88.1K
HWM
1894
HighMark Wealth Management
Minnesota
$88K -$11.1K -48 -11%
PO
1895
Private Ocean
California
$87K -$23.1K -100 -20%
FWM
1896
Filbrandt Wealth Management
Wisconsin
$87K
ONST
1897
Old North State Trust
North Carolina
$87K
SFG
1898
Sage Financial Group
Pennsylvania
$87K
MFT
1899
Moisand Fitzgerald Tamayo
Florida
$87K +$37K +160 +66%
JEST
1900
JTC Employer Solutions Trustee
Jersey
$87K +$92.4K +400 New