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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1901
Formidable Asset Management
Ohio
$480K +$41.6K +120 +9%
SAM
1902
Secure Asset Management
Michigan
$479K +$38.5K +111 +8%
WMA
1903
Wealth Management Associates
New Jersey
$478K – – –
COCM
1904
Charter Oak Capital Management
New Hampshire
$478K -$95.4K -275 -16%
SCA
1905
Sandy Cove Advisors
Massachusetts
$478K +$2.43K +7 +0.5%
CWM
1906
CarsonAllaria Wealth Management
Illinois
$478K – – –
SAG
1907
SageView Advisory Group
California
$477K +$59.6K +172 +14%
MLFP
1908
MPS Loria Financial Planners
Illinois
$476K +$693 +2 +0.1%
WA
1909
Wealth Alliance
New York
$475K +$1.73K +5 +0.4%
BSA
1910
Braun Stacey Associates
New York
$475K – – –
PCMC
1911
Planning Capital Management Corporation
Pennsylvania
$472K +$443K +1,278 +919%
EFSCE
1912
Enterprise Financial Services Corp (EFSC)
Missouri
$470K +$10.1K +29 +2%
LCM
1913
Leisure Capital Management
California
$470K +$489K +1,411 New
BF
1914
Blankinship & Foster
California
$470K – – –
IA
1915
Insight Advisors
Pennsylvania
$470K +$37.8K +109 +8%
MCM
1916
Mengis Capital Management
Oregon
$470K -$1.25M -3,617 -72%
SWA
1917
SFMG Wealth Advisors
Texas
$469K +$5.2K +15 +1%
AA
1918
Alta Advisers
United Kingdom
$466K – – –
IIM
1919
Ironwood Investment Management
Massachusetts
$466K – – –
SC
1920
Schulhoff & Co
Ohio
$466K – – –
WCA
1921
Waypoint Capital Advisors
Minnesota
$465K +$5.89K +17 +1%
FWM
1922
Fingerlakes Wealth Management
New York
$464K +$1.73K +5 +0.4%
MS
1923
Maven Securities
Jersey
$464K +$483K +1,392 New
AW
1924
Apricus Wealth
South Carolina
$463K +$4.85K +14 +1%
LCM
1925
Lazari Capital Management
California
$462K +$7.97K +23 +2%