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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
1926
Psagot Value Holdings
Israel
$61K +$30K +130 +87%
LF
1927
Lee Financial
Texas
$60K – – –
NC
1928
NewSquare Capital
Pennsylvania
$60K +$58K +251 +1,004%
EI
1929
Ellevest Inc
New York
$59K +$8.54K +37 +16%
TFIPS
1930
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.8K – – –
MSFP
1931
Mark Sheptoff Financial Planning
Connecticut
$58K -$181K -785 -75%
AW
1932
Alaethes Wealth
Nevada
$58K +$61.2K +265 New
CC
1933
Corsicana & Co
Texas
$58K +$61.4K +266 New
BAM
1934
Baldrige Asset Management
Pennsylvania
$57K +$60.5K +262 New
PFA
1935
Professional Financial Advisors
Nebraska
$55K +$51.3K +222 +634%
EL
1936
EMFO LLC
Florida
$55K +$58.7K +254 New
SC
1937
Steph & Co
Wisconsin
$54K -$23.1K -100 -29%
MCA
1938
Mercer Capital Advisers
New Jersey
$54K -$11.5K -50 -17%
CFFP
1939
Center for Financial Planning
Michigan
$54K – – –
AW
1940
Avion Wealth
Texas
$53K – – –
TC
1941
Tacita Capital
Ontario, Canada
$53K – – –
KFS
1942
Kelly Financial Services
Massachusetts
$53K +$2.65M +11,481 +21,662%
CCA
1943
Column Capital Advisors
Indiana
$52K -$2.08K -9 -4%
SL
1944
Savior LLC
Massachusetts
$52K – – –
RAM
1945
Riggs Asset Management
Pennsylvania
$51K +$11.5K +50 +27%
WPA
1946
West Paces Advisors
Georgia
$50.1K +$2.77K +12 +6%
SFA
1947
Semmax Financial Advisors
North Carolina
$50K -$39.7K -172 -43%
JMF
1948
Johnson Midwest Financial
Iowa
$50K – – –
MGIM
1949
M&G Investment Management
United Kingdom
$49.6K +$47.6M +206,140 +954%
IHWM
1950
Iron Horse Wealth Management
Iowa
$49K -$11.5K -50 -18%
76 77
78
79 80