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Caterpillar

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