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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VF
2476
VitalStone Financial
Texas
$54K – – –
OLVIG
2477
Oliver Lagore Vanvalin Investment Group
Michigan
$53.6K -$6.49K -25 -12%
PWMG
2478
Private Wealth Management Group
New Jersey
$50K +$43.8K +169 New
LF
2479
Lee Financial
Texas
$49.4K +$3.11K +12 +8%
CAL
2480
Capital Advisors Ltd
Ohio
$49K – – –
HFS
2481
HBC Financial Services
Washington
$49K – – –
CWM
2482
Compass Wealth Management
Connecticut
$48.8K – – –
GWSA
2483
Global Wealth Strategies & Associates
Colorado
$48.5K – – –
AFWM
2484
Abich Financial Wealth Management
Virginia
$48.5K +$42.5K +164 New
S
2485
Sachetta
Massachusetts
$48.2K +$42.3K +163 New
WAM
2486
WFA Asset Management
Wisconsin
$48.1K -$2.33K -9 -5%
HH
2487
HWG Holdings
Texas
$47.9K – – –
CB
2488
Centennial Bank
Arkansas
$46.7K +$7K +27 +21%
Kayne Anderson Rudnick Investment Management
2489
Kayne Anderson Rudnick Investment Management
California
$46.5K +$9.6K +37 +31%
MWM
2490
Mascoma Wealth Management
New Hampshire
$45.8K – – –
RA
2491
Rational Advisors
New York
$45.8K – – –
PPC
2492
Park Place Capital
Alabama
$45.5K -$24.1K -93 -38%
PO
2493
Private Ocean
California
$45.5K – – –
AWM
2494
Abound Wealth Management
Tennessee
$44.8K +$259 +1 +0.7%
FPF
2495
First Pacific Financial
Washington
$44.1K – – –
SWC
2496
Spectrum Wealth Counsel
Indiana
$43.8K +$38.4K +148 New
DPW
2497
DiNuzzo Private Wealth
Pennsylvania
$40.5K +$35.5K +137 New
MFT
2498
Moisand Fitzgerald Tamayo
Florida
$40.2K – – –
SR
2499
Syntax Research
Florida
$39.9K – – –
AEPWM
2500
Atlantic Edge Private Wealth Management
Florida
$39.6K +$34.8K +134 New