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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
2126
Iron Horse Wealth Management
Iowa
$26K -$2.1K -10 -8%
ETC
2127
Exchange Traded Concepts
Oklahoma
$26K -$419 -2 -2%
CAL
2128
Capital Advisors Ltd
Ohio
$25K +$1.89K +9 +9%
FMP
2129
Financial Management Professionals
Texas
$23K -$41.5K -198 -66%
BAM
2130
Bellevue Asset Management
Washington
$23K – – –
TIM
2131
Tortoise Investment Management
New York
$23K – – –
FPB
2132
First PREMIER Bank
South Dakota
$22K – – –
TH
2133
TCTC Holdings
Texas
$22K – – –
TLCM
2134
Twin Lakes Capital Management
California
$22K – – –
ACK
2135
Andrew C. Karlinski
$22K +$21K +100 New
SFA
2136
Semmax Financial Advisors
North Carolina
$20K -$38.4K -183 -67%
GCM
2137
Gladius Capital Management
Illinois
$19K +$17.6K +84 New
PMFA
2138
Plante Moran Financial Advisors
Michigan
$18K -$21.8K -104 -57%
MIFH
2139
Migdal Insurance & Financial Holdings
Israel
$18K -$10.9K -52 -40%
KLWA
2140
Kelly Lawrence W & Associates
California
$18K – – –
OLVIG
2141
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$16.1K +77 New
FCMT
2142
Founders Capital Management (Texas)
Texas
$17K – – –
LWA
2143
Lowe Wealth Advisors
Maryland
$17K – – –
AFS
2144
Annapolis Financial Services
Maryland
$16K -$12.6K -60 -45%
BC
2145
Belmont Capital
California
$16K – – –
CI
2146
Cordant Inc
Oregon
$15K +$14.1K +67 New
BA
2147
Bellwether Advisors
Nebraska
$14K – – –
PCOC
2148
Power Corp of Canada
Canada
$14K +$12.8K +61 New
IWP
2149
IAG Wealth Partners
Wisconsin
$14K +$13K +62 New
RWM
2150
Raffa Wealth Management
District of Columbia
$13.1K – – –