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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CC
2076
Corsicana & Co
Texas
$59K – – –
TCM
2077
Tradewinds Capital Management
Washington
$59K +$629 +3 +1%
PFA
2078
Professional Financial Advisors
Nebraska
$57K – – –
EI
2079
Ellevest Inc
New York
$56K -$2.31K -11 -4%
BAM
2080
Baldrige Asset Management
Pennsylvania
$56K – – –
CFFP
2081
Center for Financial Planning
Michigan
$56K – – –
MW
2082
Milestone Wealth
New York
$56K – – –
AW
2083
Avion Wealth
Texas
$55K – – –
PCA
2084
Providence Capital Advisors
North Carolina
$55K – – –
TC
2085
Tacita Capital
Ontario, Canada
$55K – – –
POIA
2086
Pin Oak Investment Advisors
Texas
$52K – – –
GKIM
2087
GW&K Investment Management
Massachusetts
$52K +$49.3K +235 New
HCM
2088
Horrell Capital Management
Arkansas
$50K – – –
CI
2089
Carroll Investors
South Carolina
$49K – – –
MWA
2090
Moser Wealth Advisors
Washington
$49K – – –
BCA
2091
Bray Capital Advisors
Florida
$49K +$210 +1 +0.5%
WPA
2092
West Paces Advisors
Georgia
$48.6K -$5.24K -25 -10%
CH
2093
Canton Hathaway
Rhode Island
$48K – – –
BWM
2094
Baystate Wealth Management
Massachusetts
$48K +$419 +2 +0.9%
CYG
2095
Clean Yield Group
Vermont
$47K – – –
FEG
2096
Financial Enhancement Group
Indiana
$45K -$10.5K -50 -20%
DFC
2097
DB Fitzpatrick & Co
Idaho
$45K – – –
IAS
2098
IMA Advisory Services
Colorado
$45K – – –
SAM
2099
Strategic Asset Management
Minnesota
$45K +$419 +2 +1%
S
2100
Surevest
California
$45K +$4.2K +20 +11%