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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
2726
Destiny Wealth Partners
Florida
$534K – – –
KWA
2727
Kondo Wealth Advisors
California
$534K – – –
TWML
2728
Todd Wealth Management, LLC
Florida
$534K – – –
BAWM
2729
Bennett Associates Wealth Management
Pennsylvania
$533K +$70K +101 +15%
AFA
2730
Antonelli Financial Advisors
Michigan
$533K -$208K -301 -29%
CA
2731
Claro Advisors
Massachusetts
$533K +$139K +200 +36%
GPI
2732
General Partner Inc
Pennsylvania
$533K – – –
JF
2733
JSF Financial
California
$533K -$26.3K -38 -5%
PP
2734
Pingora Partners
Wyoming
$531K – – –
HWMG
2735
Hurlow Wealth Management Group
Indiana
$531K +$2.08K +3 +0.4%
ESC
2736
Eurizon SLJ Capital
$529K -$445K -643 -46%
GD
2737
Grandfield & Dodd
New York
$528K -$51.9K -75 -9%
HCP
2738
Holt Capital Partners
Texas
$528K – – –
SRC
2739
Shufro Rose & Co
New York
$528K – – –
TC
2740
Trilogy Capital
California
$527K -$23.5K -34 -4%
AI
2741
AdvisorShares Investments
Maryland
$525K -$69.3K -100 -12%
CA
2742
Commerce Advisors
Tennessee
$525K +$513K +741 New
BP
2743
Broadleaf Partners
Ohio
$524K – – –
PCMM
2744
Piedmont Capital Management (Montana)
Montana
$524K – – –
SW
2745
SMART Wealth
Nebraska
$524K – – –
PWS
2746
Proactive Wealth Strategies
Georgia
$523K +$510K +737 New
SIS
2747
Strategic Investment Solutions
Illinois
$522K +$47.8K +69 +10%
JWM
2748
JGP Wealth Management
Oregon
$519K +$1.39K +2 +0.3%
MCM
2749
M1 Capital Management
Michigan
$519K -$77.6K -112 -13%
WFA
2750
Websterrogers Financial Advisors
South Carolina
$517K – – –