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Caterpillar

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