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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2676
Pacific Center for Financial Services
California
$808K +$878 +1 +0.1%
NWA
2677
New World Advisors
Massachusetts
$806K -$18.4K -21 -3%
BBES
2678
Buffalo Business & Estate Services
New York
$805K -$667K -759 Closed
BAWM
2679
Bennett Associates Wealth Management
Pennsylvania
$805K +$2.63K +3 +0.4%
EPM
2680
Elm Partners Management
Pennsylvania
$805K +$1.76K +2 +0.3%
DHC
2681
Drum Hill Capital
Connecticut
$804K
AFA
2682
Antonelli Financial Advisors
Michigan
$801K
GPI
2683
General Partner Inc
Pennsylvania
$801K
CA
2684
Commerce Advisors
Tennessee
$800K +$9.66K +11 +1%
LAMC
2685
Longview Asset Management (California)
California
$800K -$340K -387 -34%
HWMG
2686
Hurlow Wealth Management Group
Indiana
$800K +$878 +1 +0.1%
AIC
2687
Archer Investment Corporation
Indiana
$799K -$79.1K -90 -11%
MWM
2688
MinichMacGregor Wealth Management
New York
$799K -$36K -41 -5%
PP
2689
Pingora Partners
Wyoming
$799K
PSP
2690
Principal Street Partners
Tennessee
$799K +$20.2K +23 +3%
C1AG
2691
Client 1st Advisory Group
Florida
$799K +$82.6K +94 +14%
FIA
2692
FNY Investment Advisers
New York
$798K +$659K +750 New
GW
2693
Griffith & Werner
Georgia
$796K -$11.4K -13 -2%
FLP
2694
Financial Life Planners
Arizona
$796K +$488K +556 +291%
ESC
2695
Eurizon SLJ Capital
$795K
GD
2696
Grandfield & Dodd
New York
$793K
BWP
2697
Barlow Wealth Partners
Kentucky
$793K
JA
2698
JVL Associates
Michigan
$789K +$50.1K +57 +8%
TA
2699
TrueWealth Advisors
Alabama
$788K -$48.3K -55 -7%
JWM
2700
JGP Wealth Management
Oregon
$787K +$5.27K +6 +0.8%