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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ME
2051
McIlrath & Eck
Washington
$80K +$15.7K +75 +26%
FPFS
2052
First Personal Financial Services
North Carolina
$79K – – –
HWMA
2053
Heritage Wealth Management (Arizona)
Arizona
$79K +$74.5K +355 New
BFG
2054
Baron Financial Group
New Jersey
$78K – – –
DSC
2055
Duncker Streett & Co
Missouri
$77K – – –
CCA
2056
Column Capital Advisors
Indiana
$76K -$1.47K -7 -2%
CA
2057
Centerpoint Advisors
Massachusetts
$76K – – –
JFA
2058
JNBA Financial Advisors
Minnesota
$72K +$839 +4 +1%
RA
2059
Rise Advisors
New York
$72K +$5.24K +25 +8%
ODG
2060
O'Dell Group
Ohio
$70K +$210 +1 +0.3%
M
2061
MOTCO
Texas
$69K +$52.6K +251 +440%
TF
2062
TimeScale Financial
Massachusetts
$68K +$210 +1 +0.3%
MAM
2063
Marquette Asset Management
Minnesota
$68K +$629 +3 +1%
LAS
2064
Lloyd Advisory Services
Georgia
$68K +$18.2K +87 +40%
SLWA
2065
San Luis Wealth Advisors
California
$68K +$69.2K +330 New
WAM
2066
Worth Asset Management
Texas
$68K +$70K +334 New
JWM
2067
Janiczek Wealth Management
Colorado
$67K -$8.39K -40 -12%
EC
2068
Estate Counselors
Wisconsin
$67K – – –
SGAM
2069
Smith Group Asset Management
Texas
$67K – – –
ECM
2070
Estabrook Capital Management
New York
$66.8K – – –
WIM
2071
Westside Investment Management
California
$66K – – –
HFS
2072
HBC Financial Services
Washington
$66K +$8.6K +41 +15%
APC
2073
Aspire Private Capital
North Carolina
$65K – – –
EARNEST Partners
2074
EARNEST Partners
Georgia
$64K – – –
AW
2075
Alaethes Wealth
Nevada
$59K – – –