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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VF
2726
VitalStone Financial
Texas
$71.7K – – –
DF
2727
Dunhill Financial
United Kingdom
$66K +$18.6K +54 +47%
WAM
2728
WFA Asset Management
Wisconsin
$64.4K +$345 +1 +0.6%
GWSA
2729
Global Wealth Strategies & Associates
Colorado
$64.1K – – –
ACA
2730
Atlas Capital Advisors
Wyoming
$63.4K – – –
HFS
2731
HBC Financial Services
Washington
$63K – – –
PWMG
2732
Private Wealth Management Group
New Jersey
$62.6K +$691 +2 +1%
Kayne Anderson Rudnick Investment Management
2733
Kayne Anderson Rudnick Investment Management
California
$62.2K – – –
CWM
2734
Compass Wealth Management
Connecticut
$62.2K – – –
SWA
2735
SOA Wealth Advisors
New York
$61K +$17.3K +50 +47%
RS
2736
Rakuten Securities
Japan
$59.8K -$4.83K -14 -8%
TCM
2737
TruNorth Capital Management
Michigan
$56.7K +$7.6K +22 +18%
IAS
2738
IMA Advisory Services
Colorado
$56.7K +$50.1K +145 New
SVCP
2739
Silicon Valley Capital Partners
California
$56K +$345 +1 +0.7%
SR
2740
Syntax Research
Florida
$54K +$1.04K +3 +2%
DPW
2741
DiNuzzo Private Wealth
Pennsylvania
$53.6K -$1.73K -5 -4%
MFT
2742
Moisand Fitzgerald Tamayo
Florida
$53.2K – – –
IHWM
2743
Iron Horse Wealth Management
Iowa
$53.2K +$1.73K +5 +4%
AWA
2744
Authentikos Wealth Advisory
California
$52.8K +$46.6K +135 New
MSFP
2745
Mark Sheptoff Financial Planning
Connecticut
$51.6K – – –
RA
2746
Rational Advisors
New York
$50.8K -$6.22K -18 -12%
RWA
2747
Redmont Wealth Advisors
Illinois
$50.5K – – –
CFS
2748
CGC Financial Services
Oregon
$49.3K – – –
RAM
2749
Riggs Asset Management
Pennsylvania
$48.5K -$3.45K -10 -7%
TAM
2750
Tucker Asset Management
Colorado
$48.1K +$42.5K +123 New