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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1901
Evoke Wealth
California
$81K +$33.7K +163 +88%
LFG
1902
Larson Financial Group
Missouri
$80K -$35.8K -173 -33%
DSC
1903
Duncker Streett & Co
Missouri
$80K
CA
1904
Centerpoint Advisors
Massachusetts
$79K
CAL
1905
Capital Analysts LLC
Pennsylvania
$79K +$70K +338 New
APWA
1906
Atlas Private Wealth Advisors
New Jersey
$77K -$1.03K -5 -1%
POIA
1907
Pin Oak Investment Advisors
Texas
$77K +$20.7K +100 +43%
NIM
1908
NuWave Investment Management
New Jersey
$77K +$68.7K +332 New
SLF
1909
Sun Life Financial
Ontario, Canada
$74K -$1.03K -5 -2%
JFA
1910
JNBA Financial Advisors
Minnesota
$74K
ACA
1911
Atlas Capital Advisors
Wyoming
$73.5K +$20.7K +100 +46%
TF
1912
TimeScale Financial
Massachusetts
$71K +$207 +1 +0.3%
EC
1913
Estate Counselors
Wisconsin
$70K -$1.27M -6,125 -95%
OCM
1914
Orion Capital Management
California
$70K
TCWA
1915
Ten Capital Wealth Advisors
Washington
$70K
MCA
1916
Mercer Capital Advisers
New Jersey
$70K +$10.4K +50 +20%
JWM
1917
Janiczek Wealth Management
Colorado
$69K
HWMA
1918
Heritage Wealth Management (Arizona)
Arizona
$67K +$59.6K +288 New
EARNEST Partners
1919
EARNEST Partners
Georgia
$66K
LWM
1920
Liberty Wealth Management
California
$66K
TCM
1921
Tradewinds Capital Management
Washington
$66K +$4.14K +20 +8%
IHWM
1922
Iron Horse Wealth Management
Iowa
$64K
LF
1923
Lee Financial
Texas
$64K +$20.7K +100 +57%
SFMG
1924
Sage Financial Management Group
Virginia
$64K +$57.1K +276 New
WCM
1925
Wealthcare Capital Management
Virginia
$64K +$57.6K +278 New