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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
APC
1801
Aspire Private Capital
North Carolina
$54K -$57.3K -338 -53%
JWM
1802
Janiczek Wealth Management
Colorado
$54K +$8.48K +50 +20%
EARNEST Partners
1803
EARNEST Partners
Georgia
$52K
IHWM
1804
Iron Horse Wealth Management
Iowa
$50K +$46.8K +276 New
TFIPS
1805
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.1K +$45.8K +270 New
CCA
1806
Column Capital Advisors
Indiana
$49K
FWM
1807
FSA Wealth Management
Massachusetts
$49K +$45.3K +267 New
TCM
1808
Tradewinds Capital Management
Washington
$48K
D
1809
Diversified
Delaware
$48K +$54.9K +324 New
CFFP
1810
Center for Financial Planning
Michigan
$46K
MCA
1811
Mercer Capital Advisers
New Jersey
$46K
PCA
1812
Providence Capital Advisors
North Carolina
$45K -$4.24K -25 -9%
MFT
1813
Moisand Fitzgerald Tamayo
Florida
$44K
SL
1814
Savior LLC
Massachusetts
$43K
SIS
1815
Sound Income Strategies
Florida
$43K
POIA
1816
Pin Oak Investment Advisors
Texas
$42K
JMF
1817
Johnson Midwest Financial
Iowa
$42K +$39K +230 New
KFI
1818
Key Financial Inc
Pennsylvania
$42K +$39.5K +233 New
HCM
1819
Horrell Capital Management
Arkansas
$41K
TIAM2
1820
Tru Independence Asset Management 2
Oregon
$41K +$38.2K +225 New
WPA
1821
West Paces Advisors
Georgia
$39.7K
ACA
1822
Atlas Capital Advisors
Wyoming
$39.5K +$36.8K +217 New
CYG
1823
Clean Yield Group
Vermont
$39K
BCA
1824
Bray Capital Advisors
Florida
$39K +$170 +1 +0.5%
CAGAS
1825
Capital Advisory Group Advisory Services
Minnesota
$36K