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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1451
RMR Wealth Builders
New Jersey
$44K +$41.4K +349 New
CA
1452
Centerpoint Advisors
Massachusetts
$43K
SLF
1453
Sun Life Financial
Ontario, Canada
$42K
ANBT
1454
American National Bank & Trust
Texas
$42K +$39.7K +335 New
HWM
1455
HighMark Wealth Management
Minnesota
$41K
MWC
1456
MBM Wealth Consultants
Missouri
$41K
JFA
1457
JNBA Financial Advisors
Minnesota
$40K
APWM
1458
Atlas Private Wealth Management
New York
$39K -$11.6K -98 -24%
TF
1459
TimeScale Financial
Massachusetts
$38K
LWM
1460
Liberty Wealth Management
California
$38K +$119 +1 +0.3%
KPCM
1461
Kings Point Capital Management
New York
$36K -$28.5K -240 -46%
EARNEST Partners
1462
EARNEST Partners
Georgia
$36K
CCA
1463
Column Capital Advisors
Indiana
$35K -$356 -3 -1%
PFO
1464
Pathstone Family Office
New Jersey
$35K
JPLA
1465
Joseph P. Lucia & Associates
New York
$34K -$17.3K -146 -35%
TCM
1466
Tradewinds Capital Management
Washington
$34K -$14.9K -126 -32%
FWM
1467
FSA Wealth Management
Massachusetts
$34K
PCA
1468
Providence Capital Advisors
North Carolina
$34K
GIC
1469
Gantzert Investment Company
Illinois
$34K +$17.8K +150 +128%
FNBOSM
1470
First National Bank of South Miami
Florida
$33K -$14.2K -120 -31%
MA
1471
Modus Advisors
Minnesota
$33K +$31.2K +263 New
CFFP
1472
Center for Financial Planning
Michigan
$32K -$12.2K -103 -29%
GWS
1473
Glassman Wealth Services
Virginia
$32K -$5.1K -43 -15%
MCA
1474
Mercer Capital Advisers
New Jersey
$32K
AW
1475
Avion Wealth
Texas
$31K -$35.6K -300 -55%