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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
1901
Ulland Investment Advisors
Minnesota
$128K
AWM
1902
Accel Wealth Management
Iowa
$128K +$632 +3 +0.4%
TFGT
1903
TS Financial Group (TSFG)
Illinois
$128K +$1.05K +5 +0.7%
PP
1904
Pacifica Partners
Canada
$127K -$10.5K -50 -7%
SIS
1905
Sound Income Strategies
Florida
$123K
GFPC
1906
Global Financial Private Client
Florida
$121K +$46.4K +220 +48%
CAL
1907
Capital Analysts LLC
Pennsylvania
$121K +$47.8K +227 +51%
GWMIA
1908
Global Wealth Management Investment Advisory
Florida
$120K -$14.8K -70 -9%
EWM
1909
Endurance Wealth Management
Rhode Island
$118K
PCFFS
1910
Pacific Center for Financial Services
California
$117K +$843 +4 +0.6%
ME
1911
McIlrath & Eck
Washington
$116K +$61.1K +290 +80%
AAP
1912
Arax Advisory Partners
Colorado
$112K -$1.26K -6 -0.9%
KFI
1913
Key Financial Inc
Pennsylvania
$111K
JPLA
1914
Joseph P. Lucia & Associates
New York
$107K
WBC
1915
West Branch Capital
Massachusetts
$106K
CWM
1916
CarsonAllaria Wealth Management
Illinois
$103K +$211 +1 +0.2%
LWANC
1917
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
CWC
1918
Carolinas Wealth Consulting
North Carolina
$100K -$21.7K -103 -16%
TCWA
1919
Ten Capital Wealth Advisors
Washington
$98K -$4.64K -22 -4%
PSB
1920
Piscataqua Savings Bank
New Hampshire
$98K
VRM
1921
Vectors Research Management
New York
$95K -$145K -689 -56%
VanEck Associates
1922
VanEck Associates
New York
$95K
VCM
1923
Versant Capital Management
Arizona
$92K +$1.48K +7 +1%
EL
1924
EMFO LLC
Florida
$91K
OPW
1925
Oxler Private Wealth
New York
$90.5K +$107K +506 New