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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1876
Parisi Gray Wealth Management
New Jersey
$127K +$135K +583 New
TI
1877
Truehand Inc
New Hampshire
$126K – – –
LWANC
1878
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K – – –
PSB
1879
Piscataqua Savings Bank
New Hampshire
$124K – – –
RDWM
1880
Red Door Wealth Management
Tennessee
$124K +$132K +572 New
CAM
1881
Close Asset Management
United Kingdom
$118K – – –
GWS
1882
Glassman Wealth Services
Virginia
$114K +$9.24K +40 +8%
DWMG
1883
DB Wealth Management Group
California
$110K – – –
FMTCOCP
1884
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K +$102K +440 +2,200%
WWMSC
1885
Wagner Wealth Management (South Carolina)
South Carolina
$99K +$69.3K +300 +196%
SOW
1886
State of Wyoming
Wyoming
$99K +$105K +453 New
FRA
1887
Front Row Advisors
California
$98K -$1.62K -7 -1%
FMP
1888
Financial Management Professionals
Texas
$98K +$9.7K +42 +10%
AWM
1889
AllSquare Wealth Management
New York
$97K – – –
SWA
1890
SOA Wealth Advisors
New York
$93K +$693 +3 +0.7%
JPLA
1891
Joseph P. Lucia & Associates
New York
$91K – – –
LWM
1892
Liberty Wealth Management
California
$89K +$11.1K +48 +13%
CA
1893
Centerpoint Advisors
Massachusetts
$89K +$15.5K +67 +20%
ITFISA
1894
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$88.1K – – –
HWM
1895
HighMark Wealth Management
Minnesota
$88K -$11.1K -48 -11%
PO
1896
Private Ocean
California
$87K -$23.1K -100 -20%
FWM
1897
Filbrandt Wealth Management
Wisconsin
$87K – – –
ONST
1898
Old North State Trust
North Carolina
$87K – – –
SFG
1899
Sage Financial Group
Pennsylvania
$87K – – –
MFT
1900
Moisand Fitzgerald Tamayo
Florida
$87K +$37K +160 +66%