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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
1976
Benjamin Edwards Inc
Missouri
$24K -$547K -2,367 -96%
EWM
1977
Elmwood Wealth Management
California
$24K
AFS
1978
Annapolis Financial Services
Maryland
$24K +$17.3K +75 +221%
FCM
1979
Firestone Capital Management
Florida
$23K
TIM
1980
Tortoise Investment Management
New York
$23K
BAM
1981
Bellevue Asset Management
Washington
$22K -$19.2K -83 -45%
SMG
1982
Spectrum Management Group
Indiana
$22K
TH
1983
TCTC Holdings
Texas
$22K
TLCM
1984
Twin Lakes Capital Management
California
$22K
FPB
1985
First PREMIER Bank
South Dakota
$22K +$23.1K +100 New
CMA
1986
Cedar Mountain Advisors
Oregon
$20K -$231 -1 -1%
EWA
1987
Evolution Wealth Advisors
Florida
$17K
FCMT
1988
Founders Capital Management (Texas)
Texas
$17K
HS
1989
Horan Securities
United States
$17K
LWA
1990
Lowe Wealth Advisors
Maryland
$17K
CA
1991
Crewe Advisors
Utah
$15K -$8.54K -37 -35%
BC
1992
Belmont Capital
California
$15K
AWM
1993
Activest Wealth Management
Florida
$14K -$6.93K -30 -32%
TLFA
1994
True Link Financial Advisors
California
$14K +$15.7K +68 New
PA
1995
Perennial Advisors
New York
$13K
PWS
1996
Paragon Wealth Strategies
Florida
$13K +$13.9K +60 New
RWM
1997
Raffa Wealth Management
District of Columbia
$12.8K
M
1998
MOTCO
Texas
$12K -$17.8K -77 -57%
CP
1999
Corbenic Partners
Pennsylvania
$12K +$12.7K +55 +2,750%
LWA
2000
Lenox Wealth Advisors
New York
$11K +$231 +1 +2%