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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1801
Orion Capital Management
California
$55K +$50.9K +300 New
APC
1802
Aspire Private Capital
North Carolina
$54K -$57.3K -338 -53%
JWM
1803
Janiczek Wealth Management
Colorado
$54K +$8.48K +50 +20%
EARNEST Partners
1804
EARNEST Partners
Georgia
$52K – – –
IHWM
1805
Iron Horse Wealth Management
Iowa
$50K +$46.8K +276 New
TFIPS
1806
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.1K +$45.8K +270 New
CCA
1807
Column Capital Advisors
Indiana
$49K – – –
FWM
1808
FSA Wealth Management
Massachusetts
$49K +$45.3K +267 New
TCM
1809
Tradewinds Capital Management
Washington
$48K – – –
D
1810
Diversified
Delaware
$48K +$54.9K +324 New
CFFP
1811
Center for Financial Planning
Michigan
$46K – – –
MCA
1812
Mercer Capital Advisers
New Jersey
$46K – – –
PCA
1813
Providence Capital Advisors
North Carolina
$45K -$4.24K -25 -9%
MFT
1814
Moisand Fitzgerald Tamayo
Florida
$44K – – –
SL
1815
Savior LLC
Massachusetts
$43K – – –
SIS
1816
Sound Income Strategies
Florida
$43K – – –
POIA
1817
Pin Oak Investment Advisors
Texas
$42K – – –
JMF
1818
Johnson Midwest Financial
Iowa
$42K +$39K +230 New
KFI
1819
Key Financial Inc
Pennsylvania
$42K +$39.5K +233 New
HCM
1820
Horrell Capital Management
Arkansas
$41K – – –
TIAM2
1821
Tru Independence Asset Management 2
Oregon
$41K +$38.2K +225 New
WPA
1822
West Paces Advisors
Georgia
$39.7K – – –
ACA
1823
Atlas Capital Advisors
Wyoming
$39.5K +$36.8K +217 New
CYG
1824
Clean Yield Group
Vermont
$39K – – –
BCA
1825
Bray Capital Advisors
Florida
$39K +$170 +1 +0.5%