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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AP
2526
Advisortrust Partners
North Carolina
$664K +$214K +309 +49%
MWA
2527
Medallion Wealth Advisors
Connecticut
$663K +$45K +65 +7%
HWA
2528
HighRoad Wealth Advisors
Oregon
$662K – – –
DC
2529
DeDora Capital
California
$662K +$26.3K +38 +4%
FWP
2530
Falcon Wealth Planning
California
$662K +$285K +412 +79%
BW
2531
BXM Wealth
Colorado
$662K +$34.6K +50 +6%
IWA
2532
Inspirion Wealth Advisors
Illinois
$661K +$693 +1 +0.1%
WI
2533
Wedgewood Investors
Pennsylvania
$661K – – –
JJBC
2534
James J. Burns & Company
New York
$660K +$10.4K +15 +2%
HCM
2535
Hutchinson Capital Management
California
$660K -$36.7K -53 -5%
GXJ
2536
Global X Japan
Japan
$660K -$133K -192 -17%
RA
2537
Rockingstone Advisors
Massachusetts
$660K -$693 -1 -0.1%
NA
2538
Nautilus Advisors
California
$658K -$41.6K -60 -6%
AWA
2539
Asempa Wealth Advisors
Louisiana
$657K – – –
PAMS
2540
Pinpoint Asset Management (Singapore)
$657K +$220K +318 +52%
KCFA
2541
Key Client Fiduciary Advisors
New Jersey
$657K +$14.5K +21 +2%
FWM
2542
Foguth Wealth Management
Michigan
$657K +$211K +305 +69%
SSC
2543
Syverson Strege & Co
Iowa
$656K +$58.2K +84 +10%
MKW
2544
Mullaney, Keating & Wright
Connecticut
$655K – – –
BRA
2545
Bender Robert & Associates
California
$655K -$17.3K -25 -3%
Skandinaviska Enskilda Banken (SEB)
2546
Skandinaviska Enskilda Banken (SEB)
Sweden
$655K -$80.4M -116,039 -99%
DAC
2547
Dutch Asset Corp
New York
$654K +$214K +309 +50%
FUBT
2548
First United Bank & Trust
Maryland
$654K -$4.85K -7 -0.8%
BFG
2549
Beacon Financial Group
Texas
$654K +$14.5K +21 +2%
Anchor Capital Advisors
2550
Anchor Capital Advisors
Massachusetts
$653K – – –