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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1901
Castle Wealth Management
Florida
$37K +$6.76K +37 +20%
CH
1902
Canton Hathaway
Rhode Island
$36K
MWA
1903
Moser Wealth Advisors
Washington
$36K
BWM
1904
Baystate Wealth Management
Massachusetts
$36K +$183 +1 +0.5%
BCA
1905
Bray Capital Advisors
Florida
$36K +$183 +1 +0.5%
WPA
1906
West Paces Advisors
Georgia
$35.8K
LS
1907
Leelyn Smith
Illinois
$35K
SC
1908
Sierra Capital
Florida
$35K +$4.93K +27 +15%
IRC
1909
Investors Research Corp
Georgia
$34K
S
1910
Surevest
California
$33K -$13.5K -74 -27%
FEG
1911
Financial Enhancement Group
Indiana
$33K
CL
1912
COWA LLC
Oklahoma
$33K +$36.5K +200 New
MDCM
1913
Morgan Dempsey Capital Management
Wisconsin
$33K +$36.5K +200 New
WWM
1914
Wolff Wiese Magana
California
$32K +$2.19K +12 +7%
EI
1915
Ellevest Inc
New York
$31K -$29.6K -162 -47%
KFP
1916
KB Financial Partners
New Jersey
$31K -$183 -1 -0.5%
AA
1917
AlphaMark Advisors
Kentucky
$31K
MWC
1918
MBM Wealth Consultants
Missouri
$30K +$3.84K +21 +14%
SAM
1919
Strategic Asset Management
Minnesota
$29K +$183 +1 +0.6%
DFC
1920
DB Fitzpatrick & Co
Idaho
$28K
HFS
1921
HBC Financial Services
Washington
$27K +$183 +1 +0.6%
LF
1922
Lee Financial
Texas
$26K -$731 -4 -2%
HC
1923
Hoese & Co
Minnesota
$25K -$110K -600 -80%
AIM
1924
Arcadia Investment Management
Michigan
$25K
MWM
1925
Mascoma Wealth Management
New Hampshire
$25K