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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1451
Steph & Co
Wisconsin
$44K – – –
RWB
1452
RMR Wealth Builders
New Jersey
$44K +$41.4K +349 New
CA
1453
Centerpoint Advisors
Massachusetts
$43K – – –
SLF
1454
Sun Life Financial
Ontario, Canada
$42K – – –
ANBT
1455
American National Bank & Trust
Texas
$42K +$39.7K +335 New
HWM
1456
HighMark Wealth Management
Minnesota
$41K – – –
MWC
1457
MBM Wealth Consultants
Missouri
$41K – – –
JFA
1458
JNBA Financial Advisors
Minnesota
$40K – – –
APWM
1459
Atlas Private Wealth Management
New York
$39K -$11.6K -98 -24%
TF
1460
TimeScale Financial
Massachusetts
$38K – – –
LWM
1461
Liberty Wealth Management
California
$38K +$119 +1 +0.3%
KPCM
1462
Kings Point Capital Management
New York
$36K -$28.5K -240 -46%
EARNEST Partners
1463
EARNEST Partners
Georgia
$36K – – –
CCA
1464
Column Capital Advisors
Indiana
$35K -$356 -3 -1%
PFO
1465
Pathstone Family Office
New Jersey
$35K – – –
JPLA
1466
Joseph P. Lucia & Associates
New York
$34K -$17.3K -146 -35%
TCM
1467
Tradewinds Capital Management
Washington
$34K -$14.9K -126 -32%
FWM
1468
FSA Wealth Management
Massachusetts
$34K – – –
PCA
1469
Providence Capital Advisors
North Carolina
$34K – – –
GIC
1470
Gantzert Investment Company
Illinois
$34K +$17.8K +150 +128%
FNBOSM
1471
First National Bank of South Miami
Florida
$33K -$14.2K -120 -31%
MA
1472
Modus Advisors
Minnesota
$33K +$31.2K +263 New
CFFP
1473
Center for Financial Planning
Michigan
$32K -$12.2K -103 -29%
GWS
1474
Glassman Wealth Services
Virginia
$32K -$5.1K -43 -15%
MCA
1475
Mercer Capital Advisers
New Jersey
$32K – – –