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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
1426
Certified Advisory Corp
Florida
$50K +$13.9K +88 +35%
LWS
1427
Lucia Wealth Services
California
$50K +$53.2K +337 New
CCA
1428
Clearwater Capital Advisors
Illinois
$50K +$53.7K +340 New
CPP
1429
Crow Point Partners
Massachusetts
$48K +$51.6K +327 New
MCM
1430
Mainstay Capital Management
Michigan
$47K -$1.58K -10 -3%
OC
1431
Oakworth Capital
Alabama
$47K -$1.26K -8 -2%
AA
1432
AlphaMark Advisors
Kentucky
$46K -$8.84K -56 -15%
QAM
1433
QCI Asset Management
New York
$45K -$3.95K -25 -8%
CCMW
1434
Cypress Capital Management (Wyoming)
Wyoming
$44K -$4.89K -31 -9%
PCM
1435
Poehling Capital Management
Wisconsin
$44K +$15.8K +100 +50%
KCPG
1436
Kavar Capital Partners Group
Kansas
$44K +$47.7K +302 New
EARNEST Partners
1437
EARNEST Partners
Georgia
$42K – – –
WC
1438
Whitney & Co
New York
$42K +$45K +285 New
VCM
1439
Versant Capital Management
Arizona
$39K – – –
WPA
1440
West Paces Advisors
Georgia
$38K – – –
KPCM
1441
Kings Point Capital Management
New York
$35K – – –
SIS
1442
Sound Income Strategies
Florida
$34K -$3.95K -25 -10%
HCM
1443
Horrell Capital Management
Arkansas
$33K – – –
GAM
1444
Gemmer Asset Management
California
$32K – – –
MFW
1445
Mosaic Family Wealth
Missouri
$32K – – –
TIM
1446
Tortoise Investment Management
New York
$29K – – –
TVWM
1447
Tower View Wealth Management
Wisconsin
$29K – – –
SPL
1448
Smart Portfolios LLC
Washington
$29K +$31.6K +200 New
HAM
1449
Highstreet Asset Management
Ontario, Canada
$28K -$1.36M -8,632 -98%
NC
1450
NewSquare Capital
Pennsylvania
$27K – – –