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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1876
SOA Wealth Advisors
New York
$54K +$365 +2 +0.6%
JFA
1877
JNBA Financial Advisors
Minnesota
$52K -$5.12K -28 -8%
ODG
1878
O'Dell Group
Ohio
$52K – – –
RCG
1879
Rock Creek Group
District of Columbia
$51K -$21.6K -118 -27%
TF
1880
TimeScale Financial
Massachusetts
$50K +$9.13K +50 +20%
WIM
1881
Westside Investment Management
California
$49.3K – – –
ECM
1882
Estabrook Capital Management
New York
$49.2K – – –
EC
1883
Estate Counselors
Wisconsin
$49K – – –
MAM
1884
Marquette Asset Management
Minnesota
$49K – – –
MFA
1885
McClarren Financial Advisors
Pennsylvania
$49K +$55K +301 New
APC
1886
Aspire Private Capital
North Carolina
$48K – – –
DAC
1887
Dividend Assets Capital
South Carolina
$48K – – –
EARNEST Partners
1888
EARNEST Partners
Georgia
$47K – – –
WWMSC
1889
Wagner Wealth Management (South Carolina)
South Carolina
$45K -$20.6K -113 -29%
MW
1890
Milestone Wealth
New York
$44K – – –
BIA
1891
Bell Investment Advisors
California
$42K -$4.2K -23 -8%
PFA
1892
Professional Financial Advisors
Nebraska
$42K – – –
BAM
1893
Baldrige Asset Management
Pennsylvania
$41K – – –
CFFP
1894
Center for Financial Planning
Michigan
$41K – – –
AW
1895
Avion Wealth
Texas
$40K -$4.57K -25 -9%
PCA
1896
Providence Capital Advisors
North Carolina
$40K – – –
TC
1897
Tacita Capital
Ontario, Canada
$40K – – –
CYG
1898
Clean Yield Group
Vermont
$40K +$6.03K +33 +16%
AIM
1899
Axiom Investment Management
New York
$40K +$42.7K +234 New
POIA
1900
Pin Oak Investment Advisors
Texas
$38K – – –