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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2051
Bell Investment Advisors
California
$55K +$11.7K +58 +28%
TCM
2052
Tradewinds Capital Management
Washington
$54K -$4.03K -20 -7%
EL
2053
EMFO LLC
Florida
$53K – – –
PFA
2054
Professional Financial Advisors
Nebraska
$53K – – –
FEG
2055
Financial Enhancement Group
Indiana
$52K -$1.01K -5 -2%
BAM
2056
Baldrige Asset Management
Pennsylvania
$52K – – –
CFFP
2057
Center for Financial Planning
Michigan
$52K – – –
AW
2058
Avion Wealth
Texas
$51K – – –
PCA
2059
Providence Capital Advisors
North Carolina
$51K – – –
TC
2060
Tacita Capital
Ontario, Canada
$51K – – –
WPA
2061
West Paces Advisors
Georgia
$50.2K +$2.62K +13 +6%
BA
2062
Bivin & Associates
Oklahoma
$49K +$47.3K +235 New
MTWM
2063
Masso Torrence Wealth Management
New Jersey
$49K +$47.5K +236 New
POIA
2064
Pin Oak Investment Advisors
Texas
$48K – – –
RAM
2065
Riggs Asset Management
Pennsylvania
$48K – – –
NICM
2066
Neo Ivy Capital Management
New York
$48K +$46.5K +231 New
SMFG
2067
Sumitomo Mitsui Financial Group
Japan
$48K +$46.7K +232 New
HCM
2068
Horrell Capital Management
Arkansas
$47K – – –
CH
2069
Canton Hathaway
Rhode Island
$45K – – –
MWA
2070
Moser Wealth Advisors
Washington
$45K – – –
BWM
2071
Baystate Wealth Management
Massachusetts
$45K +$201 +1 +0.5%
BCA
2072
Bray Capital Advisors
Florida
$45K +$201 +1 +0.5%
LAS
2073
Lloyd Advisory Services
Georgia
$45K +$42.9K +213 +3,043%
CI
2074
Carroll Investors
South Carolina
$45K +$44.3K +220 New
CYG
2075
Clean Yield Group
Vermont
$44K – – –