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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1401
Sound Income Strategies
Florida
$46K -$1.65K -13 -3%
TI
1402
Truehand Inc
New Hampshire
$45K -$15.9K -125 -26%
FNBOSM
1403
First National Bank of South Miami
Florida
$45K
VRM
1404
Vectors Research Management
New York
$44K -$5.34K -42 -11%
BCA
1405
Berman Capital Advisors
Georgia
$43K -$29.7K -234 -40%
CAGAS
1406
Capital Advisory Group Advisory Services
Minnesota
$39K -$12.7K -100 -25%
BWM
1407
BerganKDV Wealth Management
Minnesota
$39K
CFD
1408
Creative Financial Designs
Indiana
$39K +$2.41K +19 +6%
EW
1409
Evoke Wealth
California
$38.4K +$38.5K +303 New
LWM
1410
Liberty Wealth Management
California
$38K -$23K -181 -38%
GSC
1411
G&S Capital
Colorado
$38K +$38.1K +300 New
BWA
1412
BDO Wealth Advisors
Florida
$37K
MPWT
1413
MassMutual Private Wealth & Trust
Connecticut
$36K -$36K -283 -50%
EARNEST Partners
1414
EARNEST Partners
Georgia
$36K
PFO
1415
Pathstone Family Office
New Jersey
$35K
PCA
1416
Providence Capital Advisors
North Carolina
$34K +$34.3K +270 New
M
1417
MOTCO
Texas
$33K -$20.1K -158 -38%
PO
1418
Private Ocean
California
$33K +$12.7K +100 +63%
WPA
1419
West Paces Advisors
Georgia
$32.6K
BWM
1420
Baystate Wealth Management
Massachusetts
$31K -$15.9K -125 -34%
HCM
1421
Horrell Capital Management
Arkansas
$29K
POIA
1422
Pin Oak Investment Advisors
Texas
$29K
JFA
1423
JNBA Financial Advisors
Minnesota
$28K -$23K -181 -45%
ACA
1424
Atlas Capital Advisors
Wyoming
$27.4K
AA
1425
AlphaMark Advisors
Kentucky
$27K