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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1476
Sound Income Strategies
Florida
$52K +$9.51K +72 +24%
BWM
1477
Baystate Wealth Management
Massachusetts
$51K +$4.63K +35 +10%
BRC
1478
Bell Rock Capital
Delaware
$50K +$396 +3 +0.8%
FNBOSM
1479
First National Bank of South Miami
Florida
$49K +$264 +2 +0.5%
LA
1480
Legacy Advisors
Pennsylvania
$47K – – –
GTAM
1481
Global Trust Asset Management
Florida
$46K – – –
KCPG
1482
Kavar Capital Partners Group
Kansas
$46K +$44.3K +335 New
BWM
1483
BerganKDV Wealth Management
Minnesota
$42K – – –
CFD
1484
Creative Financial Designs
Indiana
$41K -$3.17K -24 -7%
EARNEST Partners
1485
EARNEST Partners
Georgia
$39K – – –
BWA
1486
BDO Wealth Advisors
Florida
$39K +$4.36K +33 +13%
PFO
1487
Pathstone Family Office
New Jersey
$38K – – –
PCA
1488
Providence Capital Advisors
North Carolina
$37K – – –
WPA
1489
West Paces Advisors
Georgia
$35.2K – – –
BCWM
1490
Bartlett & Co Wealth Management
Ohio
$34.3K +$264 +2 +0.8%
HIM
1491
Hillsdale Investment Management
Ontario, Canada
$34K – – –
BC
1492
Bartlett & Co
Ohio
$34K +$264 +2 +0.8%
CBT
1493
Central Bank & Trust
Kentucky
$33K -$49K -371 -60%
POIA
1494
Pin Oak Investment Advisors
Texas
$32K – – –
HCM
1495
Horrell Capital Management
Arkansas
$31K – – –
JPLA
1496
Joseph P. Lucia & Associates
New York
$30K +$925 +7 +3%
ACA
1497
Atlas Capital Advisors
Wyoming
$29.6K – – –
CAL
1498
Capital Analysts LLC
Pennsylvania
$29K -$2.62M -19,824 -99%
AA
1499
AlphaMark Advisors
Kentucky
$29K – – –
MSFP
1500
Mark Sheptoff Financial Planning
Connecticut
$27K -$1.32K -10 -5%