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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2601
HBC Financial Services
Washington
$57K +$347 +1 +0.6%
AEPWM
2602
Atlantic Edge Private Wealth Management
Florida
$56.5K +$347 +1 +0.6%
RS
2603
Rakuten Securities
Japan
$55.6K -$38.1K -110 -40%
RFG
2604
REAP Financial Group
Texas
$54.8K -$6.24K -18 -10%
WAM
2605
WFA Asset Management
Wisconsin
$54.7K
GWSA
2606
Global Wealth Strategies & Associates
Colorado
$54.6K
HH
2607
HWG Holdings
Texas
$54.1K +$56.5K +163 New
ACA
2608
Atlas Capital Advisors
Wyoming
$54K -$58.6K -169 -51%
VIA
2609
Virtus Investment Advisers
Connecticut
$53.3K -$28.8K -83 -34%
Kayne Anderson Rudnick Investment Management
2610
Kayne Anderson Rudnick Investment Management
California
$53K +$1.39K +4 +3%
CWM
2611
Compass Wealth Management
Connecticut
$53K -$2.08K -6 -4%
PWMG
2612
Private Wealth Management Group
New Jersey
$52.6K -$3.81K -11 -7%
AWM
2613
Abound Wealth Management
Tennessee
$52.5K -$2.77K -8 -5%
UWS
2614
Unique Wealth Strategies
Illinois
$51.3K +$48.5K +140 New
PO
2615
Private Ocean
California
$49.3K -$14.6K -42 -22%
RA
2616
Rational Advisors
New York
$49.3K -$2.43K -7 -5%
SWC
2617
Spectrum Wealth Counsel
Indiana
$49.3K
TWP
2618
Triad Wealth Partners
Kansas
$49K +$51K +147 New
SVCP
2619
Silicon Valley Capital Partners
California
$47.5K -$347 -1 -0.7%
DPW
2620
DiNuzzo Private Wealth
Pennsylvania
$47.3K +$1.73K +5 +4%
MFT
2621
Moisand Fitzgerald Tamayo
Florida
$45.3K
SR
2622
Syntax Research
Florida
$45K
RAM
2623
Riggs Asset Management
Pennsylvania
$44.6K +$693 +2 +2%
FFO
2624
Fortitude Family Office
Arizona
$44.3K
MSFP
2625
Mark Sheptoff Financial Planning
Connecticut
$44K