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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2076
Tradewinds Capital Management
Washington
$59K +$629 +3 +1%
PFA
2077
Professional Financial Advisors
Nebraska
$57K
EI
2078
Ellevest Inc
New York
$56K -$2.31K -11 -4%
BAM
2079
Baldrige Asset Management
Pennsylvania
$56K
CFFP
2080
Center for Financial Planning
Michigan
$56K
MW
2081
Milestone Wealth
New York
$56K
AW
2082
Avion Wealth
Texas
$55K
PCA
2083
Providence Capital Advisors
North Carolina
$55K
TC
2084
Tacita Capital
Ontario, Canada
$55K
POIA
2085
Pin Oak Investment Advisors
Texas
$52K
GKIM
2086
GW&K Investment Management
Massachusetts
$52K +$49.3K +235 New
HCM
2087
Horrell Capital Management
Arkansas
$50K
CI
2088
Carroll Investors
South Carolina
$49K
MWA
2089
Moser Wealth Advisors
Washington
$49K
BCA
2090
Bray Capital Advisors
Florida
$49K +$210 +1 +0.5%
WPA
2091
West Paces Advisors
Georgia
$48.6K -$5.24K -25 -10%
CH
2092
Canton Hathaway
Rhode Island
$48K
BWM
2093
Baystate Wealth Management
Massachusetts
$48K +$419 +2 +0.9%
CYG
2094
Clean Yield Group
Vermont
$47K
FEG
2095
Financial Enhancement Group
Indiana
$45K -$10.5K -50 -20%
DFC
2096
DB Fitzpatrick & Co
Idaho
$45K
IAS
2097
IMA Advisory Services
Colorado
$45K
SAM
2098
Strategic Asset Management
Minnesota
$45K +$419 +2 +1%
S
2099
Surevest
California
$45K +$4.2K +20 +11%
CAGAS
2100
Capital Advisory Group Advisory Services
Minnesota
$45K +$41.9K +200 New