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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1951
Baron Financial Group
New Jersey
$62.6K – – –
DSC
1952
Duncker Streett & Co
Missouri
$62K – – –
JFA
1953
JNBA Financial Advisors
Minnesota
$62K +$5.06K +24 +7%
EI
1954
Ellevest Inc
New York
$62K +$20K +95 +38%
AW
1955
ACG Wealth
Georgia
$62K +$73.3K +348 New
HWMA
1956
Heritage Wealth Management (Arizona)
Arizona
$61.9K -$1.9K -9 -3%
CCA
1957
Column Capital Advisors
Indiana
$61K – – –
JWM
1958
Janiczek Wealth Management
Colorado
$60K – – –
WAM
1959
Worth Asset Management
Texas
$60K – – –
SWA
1960
SOA Wealth Advisors
New York
$59K -$21.9K -104 -24%
ODG
1961
O'Dell Group
Ohio
$56K – – –
M
1962
MOTCO
Texas
$55K – – –
MAM
1963
Marquette Asset Management
Minnesota
$54K -$632 -3 -1%
EC
1964
Estate Counselors
Wisconsin
$54K – – –
ECM
1965
Estabrook Capital Management
New York
$53.6K – – –
DAC
1966
Dividend Assets Capital
South Carolina
$53K -$46.2K -219 -43%
APC
1967
Aspire Private Capital
North Carolina
$52K – – –
EARNEST Partners
1968
EARNEST Partners
Georgia
$51K – – –
BIA
1969
Bell Investment Advisors
California
$50K +$58.4K +277 New
GKIM
1970
GW&K Investment Management
Massachusetts
$49K +$8.22K +39 +17%
S
1971
Surevest
California
$49K +$15.6K +74 +37%
MW
1972
Milestone Wealth
New York
$48K – – –
AW
1973
Avion Wealth
Texas
$48K +$5.27K +25 +10%
TF
1974
TimeScale Financial
Massachusetts
$46K -$10.7K -51 -17%
PFA
1975
Professional Financial Advisors
Nebraska
$46K – – –