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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
2651
Alpine Woods Capital Investors
New York
$582K – – –
PJWM
2652
Philip James Wealth Mangement
Georgia
$581K -$267K -385 -32%
GCP
2653
GSA Capital Partners
United Kingdom
$581K -$430K -621 -43%
TFIPS
2654
Towarzystwo Funduszy Inwestycyjnych PZU SA
$581K +$159K +230 +39%
ISWM
2655
Intesa Sanpaolo Wealth Management
$580K +$384K +555 +210%
GHA
2656
GW Henssler & Associates
Georgia
$579K +$34.6K +50 +7%
BA
2657
Ballew Advisors
Mississippi
$578K -$67.9K -98 -12%
SPAS
2658
Spectrum Planning & Advisory Services
California
$578K -$25.6K -37 -4%
PCM
2659
Prelude Capital Management
New York
$576K -$24.2K -35 -4%
OCPWS
2660
One Charles Private Wealth Services
Massachusetts
$576K – – –
FAFN
2661
First Affirmative Financial Network
Colorado
$575K +$562K +812 New
VWM
2662
Vigilare Wealth Management
Arizona
$575K – – –
PAM
2663
PCG Asset Management
New Jersey
$574K -$41.6K -60 -7%
TWM
2664
TCFG Wealth Management
California
$574K -$5.54K -8 -1%
TIA
2665
TCFG Investment Advisors
California
$574K +$561K +810 New
IRP
2666
Investment Research Partners
Pennsylvania
$573K – – –
TBT
2667
Texas Bank & Trust
Texas
$571K +$18.7K +27 +3%
WTB
2668
Washington Trust Bank
Washington
$570K -$134K -193 -19%
SRCM
2669
Signature Resources Capital Management
California
$570K -$12.5K -18 -2%
PGIM Custom Harvest
2670
PGIM Custom Harvest
New Jersey
$569K +$92.8K +134 +20%
AF
2671
Atala Financial
California
$569K +$9K +13 +2%
CA
2672
Crane Advisory
California
$569K – – –
BCP
2673
Berkeley Capital Partners
Georgia
$567K +$63K +91 +13%
MVA
2674
Mount Vernon Associates
Maryland
$567K – – –
AWF
2675
Alpha Wealth Funds
Utah
$567K -$139K -200 -20%