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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1576
Global Financial Private Client
Florida
$48.6K -$9.69K -69 -17%
SLF
1577
Sun Life Financial
Ontario, Canada
$48K -$702 -5 -2%
JFA
1578
JNBA Financial Advisors
Minnesota
$48K – – –
MWC
1579
MBM Wealth Consultants
Missouri
$48K – – –
CSPIA
1580
Cary Street Partners Investment Advisory
Virginia
$47K +$44.3K +315 New
LWM
1581
Liberty Wealth Management
California
$45K – – –
TF
1582
TimeScale Financial
Massachusetts
$44K +$281 +2 +0.7%
EARNEST Partners
1583
EARNEST Partners
Georgia
$43K – – –
PFO
1584
Pathstone Family Office
New Jersey
$41K – – –
CCA
1585
Column Capital Advisors
Indiana
$40K -$1.41K -10 -4%
GIC
1586
Gantzert Investment Company
Illinois
$40K – – –
PCA
1587
Providence Capital Advisors
North Carolina
$40K – – –
TCM
1588
Tradewinds Capital Management
Washington
$39K -$1.26K -9 -3%
RAM
1589
Riggs Asset Management
Pennsylvania
$39K +$28.1K +200 +109%
CFFP
1590
Center for Financial Planning
Michigan
$37K – – –
MCA
1591
Mercer Capital Advisers
New Jersey
$37K – – –
JWM
1592
Janiczek Wealth Management
Colorado
$37K +$20.9K +149 +149%
MFT
1593
Moisand Fitzgerald Tamayo
Florida
$36K +$25.8K +184 +317%
POIA
1594
Pin Oak Investment Advisors
Texas
$35K – – –
SL
1595
Savior LLC
Massachusetts
$35K – – –
SIS
1596
Sound Income Strategies
Florida
$35K – – –
HCM
1597
Horrell Capital Management
Arkansas
$34K – – –
WPA
1598
West Paces Advisors
Georgia
$32.5K – – –
CYG
1599
Clean Yield Group
Vermont
$32K – – –
BCA
1600
Bray Capital Advisors
Florida
$32K +$140 +1 +0.5%