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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1401
Truehand Inc
New Hampshire
$42K – – –
CFFP
1402
Center for Financial Planning
Michigan
$41K -$50.5K -395 -53%
SC
1403
Steph & Co
Wisconsin
$41K – – –
PWMG
1404
Prestige Wealth Management Group
New Jersey
$41K +$19.4K +152 +76%
VRM
1405
Vectors Research Management
New York
$40K – – –
CA
1406
Centerpoint Advisors
Massachusetts
$39K -$18.4K -144 -30%
SLF
1407
Sun Life Financial
Ontario, Canada
$38K -$511 -4 -1%
CFD
1408
Creative Financial Designs
Indiana
$38K – – –
HR
1409
Howe & Rusling
New York
$38K +$2.81K +22 +7%
KFI
1410
Key Financial Inc
Pennsylvania
$38K +$42.5K +333 New
ED
1411
Exane Derivatives
France
$37.7K +$41.5K +325 New
JSC
1412
Jackson Square Capital
California
$37K -$754K -5,901 -95%
HWM
1413
HighMark Wealth Management
Minnesota
$37K -$10.1K -79 -20%
JFA
1414
JNBA Financial Advisors
Minnesota
$37K -$1.41K -11 -3%
MWC
1415
MBM Wealth Consultants
Missouri
$37K – – –
WFMPM
1416
Woodley Farra Manion Portfolio Management
Indiana
$37K +$8.43K +66 +26%
LWM
1417
Liberty Wealth Management
California
$35K +$128 +1 +0.3%
SMG
1418
Spectrum Management Group
Indiana
$35K +$38.3K +300 New
CFG
1419
CKW Financial Group
Hawaii
$35K +$40.1K +314 New
TF
1420
TimeScale Financial
Massachusetts
$34K -$38.3K -300 -50%
GWS
1421
Glassman Wealth Services
Virginia
$34K +$13K +102 +53%
EARNEST Partners
1422
EARNEST Partners
Georgia
$33K – – –
PFO
1423
Pathstone Family Office
New Jersey
$32K -$2.3K -18 -6%
CCA
1424
Column Capital Advisors
Indiana
$32K – – –
FWM
1425
FSA Wealth Management
Massachusetts
$31K – – –