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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
2526
Avantra Family Wealth
Pennsylvania
$518K – – –
DBRC
2527
D.B. Root & Company
Pennsylvania
$518K +$6.11K +11 +1%
BFG
2528
Beacon Financial Group
Texas
$517K +$35K +63 +8%
WWG
2529
West Wealth Group
California
$517K -$556 -1 -0.1%
BWP
2530
Barlow Wealth Partners
Kentucky
$516K – – –
FVWA
2531
Foster Victor Wealth Advisors
South Carolina
$516K -$168K -303 -28%
MWM
2532
Manske Wealth Management
Texas
$516K +$43.9K +79 +10%
Cohen & Steers
2533
Cohen & Steers
New York
$516K – – –
1IA
2534
1834 Investment Advisors
Wisconsin
$516K – – –
AWA
2535
Asempa Wealth Advisors
Louisiana
$516K +$500K +900 New
RMF
2536
Red Mountain Financial
Colorado
$515K -$2.78K -5 -0.6%
FF
2537
Friday Financial
Iowa
$514K – – –
NFP
2538
Narus Financial Partners
Utah
$514K +$42.8K +77 +9%
USWIA
2539
UP Strategic Wealth Investment Advisors
Pennsylvania
$514K – – –
DC
2540
DeDora Capital
California
$514K -$97.3K -175 -16%
STA
2541
Smith Thornton Advisors
Alabama
$513K – – –
BCM
2542
Banyan Capital Management
Georgia
$513K – – –
PPH
2543
Pure Portfolios Holdings
Oregon
$512K +$1.67K +3 +0.3%
EL
2544
EWA LLC
Pennsylvania
$512K +$46.1K +83 +10%
OSNBOA
2545
Old Second National Bank of Aurora
Illinois
$512K – – –
SFG
2546
Southern Financial Group
Alabama
$511K +$496K +893 New
ACP
2547
Arcus Capital Partners
Georgia
$511K -$51.1K -92 -9%
RBC
2548
Roble Belko & Company
Pennsylvania
$511K +$419K +754 +550%
PF
2549
Prota Financial
Texas
$510K +$495K +891 New
SIA
2550
SGL Investment Advisors
Montana
$510K +$418K +752 New