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Caterpillar

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