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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2601
Forza Wealth Management
Florida
$621K +$176K +254 +41%
DO
2602
denkapparat Operations
Germany
$619K – – –
SEP
2603
Signature Equity Partners
Ohio
$619K -$40.2K -58 -6%
TA
2604
Townsend & Associates
Colorado
$619K – – –
MWM
2605
Manske Wealth Management
Texas
$618K -$19.4K -28 -3%
OAS
2606
Optivise Advisory Services
Tennessee
$618K -$44.3K -64 -7%
BFF
2607
Byrne Financial Freedom
Massachusetts
$616K +$3.46K +5 +0.6%
ECML
2608
Eagle Capital Management (Louisiana)
Louisiana
$616K – – –
AIFAIM
2609
American Institute for Advanced Investment Management
Arizona
$616K -$55.4K -80 -8%
CWM
2610
ClientFirst Wealth Management
Arkansas
$616K – – –
AWM
2611
Adams Wealth Management
Utah
$614K – – –
HAS
2612
Holland Advisory Services
Florida
$613K +$693 +1 +0.1%
LCM
2613
Legato Capital Management
California
$612K -$48.5K -70 -7%
ONST
2614
Old North State Trust
North Carolina
$612K -$12.5K -18 -2%
PHS
2615
Pekin Hardy Strauss
Illinois
$611K -$17.3K -25 -3%
APM
2616
a16z Perennial Management
California
$608K – – –
WCFA
2617
Walkner Condon Financial Advisors
Wisconsin
$606K -$9.7K -14 -2%
MAM
2618
MMA Asset Management
Pennsylvania
$604K +$339K +489 +134%
DF Dent & Co
2619
DF Dent & Co
Maryland
$604K – – –
PWM
2620
Partners Wealth Management
California
$604K – – –
SFB
2621
STAR Financial Bank
Indiana
$602K -$9K -13 -2%
FC
2622
Financial Council
Maryland
$602K – – –
MEAC
2623
M.E. Allison & Co
Texas
$600K +$693 +1 +0.1%
WWM
2624
Walser Wealth Management
Florida
$600K +$4.85K +7 +0.8%
CRWM
2625
Castle Rock Wealth Management
California
$599K +$1.39K +2 +0.2%