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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2201
Column Capital Advisors
Indiana
$80.2K -$1.78K -8 -2%
RWM
2202
Ruedi Wealth Management
Illinois
$78.5K – – –
ODG
2203
O'Dell Group
Ohio
$77.4K +$70.2K +315 New
CPG
2204
Cornerstone Planning Group
New Jersey
$77.3K +$70K +314 New
TC
2205
Tacita Capital
Ontario, Canada
$76K – – –
IPW
2206
Impact Partnership Wealth
Georgia
$74.1K +$67.1K +301 New
MFA
2207
McClarren Financial Advisors
Pennsylvania
$74K +$223 +1 +0.3%
ECM
2208
Estabrook Capital Management
New York
$73.8K – – –
MAM
2209
Marquette Asset Management
Minnesota
$73.8K – – –
VIA
2210
Virtus Investment Advisers
Connecticut
$73.8K +$66.9K +300 New
APC
2211
Aspire Private Capital
North Carolina
$71.4K – – –
EARNEST Partners
2212
EARNEST Partners
Georgia
$70.4K – – –
BC
2213
Barrett & Company
Rhode Island
$69.5K – – –
JWM
2214
Janiczek Wealth Management
Colorado
$67.7K – – –
FA
2215
Fiduciary Alliance
South Carolina
$66.9K +$60.6K +272 New
AW
2216
Avion Wealth
Texas
$64K +$4.68K +21 +9%
BWS
2217
Buck Wealth Strategies
Colorado
$63.7K +$57.7K +259 New
WPA
2218
West Paces Advisors
Georgia
$63.2K – – –
TWD
2219
True Wealth Design
Ohio
$62.2K – – –
GA
2220
GoalVest Advisory
New York
$61.8K – – –
CFFP
2221
Center for Financial Planning
Michigan
$61.5K – – –
BDS
2222
Banco de Sabadell
Florida
$61K +$55.3K +248 New
CAS
2223
Coppell Advisory Solutions
Texas
$60.5K +$55.3K +248 New
CYG
2224
Clean Yield Group
Vermont
$60.3K – – –
PCA
2225
Providence Capital Advisors
North Carolina
$60.3K – – –