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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1901
Baron Financial Group
New Jersey
$76.2K -$11.5K -50 -13%
DSC
1902
Duncker Streett & Co
Missouri
$75K
LFG
1903
Larson Financial Group
Missouri
$75K
HWMA
1904
Heritage Wealth Management (Arizona)
Arizona
$75K +$13.4K +58 +20%
PCA
1905
Providence Capital Advisors
North Carolina
$75K +$23.1K +100 +41%
DAC
1906
Dividend Assets Capital
South Carolina
$75K +$43.7K +189 +122%
POIA
1907
Pin Oak Investment Advisors
Texas
$72K
CAL
1908
Capital Analysts LLC
Pennsylvania
$71K -$3.69K -16 -5%
APWA
1909
Atlas Private Wealth Advisors
New Jersey
$70K -$2.77K -12 -4%
EW
1910
Evoke Wealth
California
$69K -$6.7K -29 -8%
JFA
1911
JNBA Financial Advisors
Minnesota
$69K
TCWA
1912
Ten Capital Wealth Advisors
Washington
$67K
TF
1913
TimeScale Financial
Massachusetts
$66K +$231 +1 +0.3%
TI
1914
tru Independence
Oregon
$66K +$70K +303 New
WIM
1915
Westside Investment Management
California
$65.4K -$138K -599 -48%
ECM
1916
Estabrook Capital Management
New York
$65.3K -$46.2K -200 -40%
EC
1917
Estate Counselors
Wisconsin
$65K
JWM
1918
Janiczek Wealth Management
Colorado
$65K
OCM
1919
Orion Capital Management
California
$65K
APC
1920
Aspire Private Capital
North Carolina
$65K +$46.2K +200 +206%
SGAM
1921
Smith Group Asset Management
Texas
$65K +$69.3K +300 New
ME
1922
McIlrath & Eck
Washington
$63K -$74.8K -324 -53%
EARNEST Partners
1923
EARNEST Partners
Georgia
$62K
TCM
1924
Tradewinds Capital Management
Washington
$62K
PMFA
1925
Plante Moran Financial Advisors
Michigan
$62K +$53.6K +232 +422%