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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
1926
Oxler Private Wealth
New York
$90.5K +$107K +506 New
DWMG
1927
DB Wealth Management Group
California
$90K – – –
BWP
1928
Baldwin Wealth Partners
Massachusetts
$89K – – –
RA
1929
Rise Advisors
New York
$89K +$37.7K +179 +56%
BHWM
1930
Beaird Harris Wealth Management
Texas
$89K +$70.6K +335 +203%
BWM
1931
BerganKDV Wealth Management
Minnesota
$88K +$211 +1 +0.2%
CA
1932
Centerpoint Advisors
Massachusetts
$88K +$31.6K +150 +44%
WOSD
1933
WFA of San Diego
California
$88K +$104K +492 New
JMF
1934
Johnson Midwest Financial
Iowa
$86K +$421 +2 +0.4%
BONH
1935
Bank of New Hampshire
New Hampshire
$85K – – –
AWM
1936
Atticus Wealth Management
Florida
$85K +$93.4K +443 +1,303%
FRA
1937
Front Row Advisors
California
$80K -$421 -2 -0.4%
AWM
1938
AllSquare Wealth Management
New York
$80K – – –
RCG
1939
Rock Creek Group
District of Columbia
$77K -$16.4K -78 -15%
FMTCOCP
1940
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K +$10.5K +50 +13%
SPWG
1941
Sage Private Wealth Group
Illinois
$72K – – –
NIM
1942
NuWave Investment Management
New Jersey
$72K +$84.3K +400 New
CA
1943
Crewe Advisors
Utah
$69K +$53.7K +255 +195%
WWMSC
1944
Wagner Wealth Management (South Carolina)
South Carolina
$69K +$81.3K +386 New
HWM
1945
HighMark Wealth Management
Minnesota
$68K – – –
SOW
1946
State of Wyoming
Wyoming
$68K +$80.5K +382 New
WIM
1947
Westside Investment Management
California
$66K – – –
CAM
1948
Close Asset Management
United Kingdom
$66K +$39.6K +188 +103%
BLC
1949
Brown, Lisle/Cummings
Rhode Island
$65.2K – – –
FPFS
1950
First Personal Financial Services
North Carolina
$63K – – –