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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
2601
New England Capital Financial Advisors
Connecticut
$62.9K – – –
VF
2602
VitalStone Financial
Texas
$60.8K +$347 +1 +0.5%
HFS
2603
HBC Financial Services
Washington
$57K +$347 +1 +0.6%
AEPWM
2604
Atlantic Edge Private Wealth Management
Florida
$56.5K +$347 +1 +0.6%
RS
2605
Rakuten Securities
Japan
$55.6K -$38.1K -110 -40%
RFG
2606
REAP Financial Group
Texas
$54.8K -$6.24K -18 -10%
WAM
2607
WFA Asset Management
Wisconsin
$54.7K – – –
GWSA
2608
Global Wealth Strategies & Associates
Colorado
$54.6K – – –
HH
2609
HWG Holdings
Texas
$54.1K +$56.5K +163 New
ACA
2610
Atlas Capital Advisors
Wyoming
$54K -$58.6K -169 -51%
VIA
2611
Virtus Investment Advisers
Connecticut
$53.3K -$28.8K -83 -34%
Kayne Anderson Rudnick Investment Management
2612
Kayne Anderson Rudnick Investment Management
California
$53K +$1.39K +4 +3%
CWM
2613
Compass Wealth Management
Connecticut
$53K -$2.08K -6 -4%
PWMG
2614
Private Wealth Management Group
New Jersey
$52.6K -$3.81K -11 -7%
AWM
2615
Abound Wealth Management
Tennessee
$52.5K -$2.77K -8 -5%
UWS
2616
Unique Wealth Strategies
Illinois
$51.3K +$48.5K +140 New
PO
2617
Private Ocean
California
$49.3K -$14.6K -42 -22%
RA
2618
Rational Advisors
New York
$49.3K -$2.43K -7 -5%
SWC
2619
Spectrum Wealth Counsel
Indiana
$49.3K – – –
TWP
2620
Triad Wealth Partners
Kansas
$49K +$51K +147 New
SVCP
2621
Silicon Valley Capital Partners
California
$47.5K -$347 -1 -0.7%
DPW
2622
DiNuzzo Private Wealth
Pennsylvania
$47.3K +$1.73K +5 +4%
MFT
2623
Moisand Fitzgerald Tamayo
Florida
$45.3K – – –
SR
2624
Syntax Research
Florida
$45K – – –
RAM
2625
Riggs Asset Management
Pennsylvania
$44.6K +$693 +2 +2%