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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1951
Column Capital Advisors
Indiana
$52K -$2.08K -9 -4%
SL
1952
Savior LLC
Massachusetts
$52K – – –
RAM
1953
Riggs Asset Management
Pennsylvania
$51K +$11.5K +50 +27%
WPA
1954
West Paces Advisors
Georgia
$50.1K +$2.77K +12 +6%
SFA
1955
Semmax Financial Advisors
North Carolina
$50K -$39.7K -172 -43%
JMF
1956
Johnson Midwest Financial
Iowa
$50K – – –
IHWM
1957
Iron Horse Wealth Management
Iowa
$49K -$11.5K -50 -18%
HCM
1958
Horrell Capital Management
Arkansas
$49K – – –
VCM
1959
Versant Capital Management
Arizona
$48K +$17.6K +76 +52%
MWA
1960
Moser Wealth Advisors
Washington
$48K +$46.2K +200 +1,000%
BCA
1961
Bray Capital Advisors
Florida
$47K +$231 +1 +0.5%
BWM
1962
Baystate Wealth Management
Massachusetts
$46K +$231 +1 +0.5%
CYG
1963
Clean Yield Group
Vermont
$46K +$49K +212 New
CAGAS
1964
Capital Advisory Group Advisory Services
Minnesota
$44K – – –
MFM
1965
MD Financial Management
Ontario, Canada
$44K – – –
HIM
1966
Hillsdale Investment Management
Ontario, Canada
$44K +$46.2K +200 New
LSA
1967
Lion Street Advisors
Texas
$43.5K +$46.2K +200 New
WWM
1968
Wolff Wiese Magana
California
$42K +$2.77K +12 +7%
AA
1969
AlphaMark Advisors
Kentucky
$41K +$20.1K +87 +87%
IPW
1970
IronBridge Private Wealth
Texas
$35K – – –
MWC
1971
MBM Wealth Consultants
Missouri
$34K – – –
FFG
1972
Ford Financial Group
California
$34K +$36.7K +159 New
HFS
1973
HBC Financial Services
Washington
$33K – – –
CFG
1974
CKW Financial Group
Hawaii
$32K +$34K +147 New
LS
1975
Leelyn Smith
Illinois
$31K – – –