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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2601
Stevens Capital Management
Pennsylvania
$875K +$722K +822 New
IRP
2602
Investment Research Partners
Pennsylvania
$875K +$10.5K +12 +1%
VWM
2603
Vigilare Wealth Management
Arizona
$875K +$8.79K +10 +1%
GHA
2604
GW Henssler & Associates
Georgia
$873K +$2.63K +3 +0.4%
OCPWS
2605
One Charles Private Wealth Services
Massachusetts
$873K +$7.03K +8 +1%
CFO
2606
Capitol Family Office
Oregon
$872K +$112K +127 +18%
JF
2607
JMN Financial
Ohio
$872K +$285K +324 +65%
FBT
2608
First Bankers Trust
Kentucky
$871K -$16.7K -19 -2%
AFM
2609
Aspetuck Financial Management
Connecticut
$870K +$14.9K +17 +2%
ICM
2610
Intrepid Capital Management
Florida
$870K +$47.4K +54 +7%
CTFG
2611
Capstone Triton Financial Group
Oklahoma
$869K +$717K +816 New
CFGSD
2612
Compass Financial Group (South Dakota)
South Dakota
$868K -$220K -250 -23%
PG
2613
Prostatis Group
Maryland
$868K -$79.1K -90 -10%
CWMS
2614
Cannon Wealth Management Services
North Carolina
$868K +$43.9K +50 +7%
SL
2615
Salomon & Ludwin
Virginia
$867K +$878 +1 +0.1%
CAM
2616
Costello Asset Management
Pennsylvania
$865K -$72.9K -83 -9%
Axa
2617
Axa
France
$865K -$31.6K -36 -4%
RMF
2618
Red Mountain Financial
Colorado
$864K -$71.2K -81 -9%
FWWM
2619
Fiscal Wisdom Wealth Management
Connecticut
$864K +$104K +118 +17%
ST
2620
Sageworth Trust
Pennsylvania
$863K -$284K -323 -29%
TIA
2621
Teucrium Investment Advisors
Vermont
$862K -$583K -664 -45%
JWM
2622
Jupiter Wealth Management
Colorado
$860K
LWM
2623
LeConte Wealth Management
Tennessee
$860K +$74.7K +85 +12%
RWP
2624
Revolve Wealth Partners
New Jersey
$859K +$25.5K +29 +4%
DWM
2625
Daner Wealth Management
Georgia
$858K +$3.51K +4 +0.4%