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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
551
Sagespring Wealth Partners
Tennessee
$6.76M +$341K +956 +5%
NAAA
552
New Age Alpha Advisors
New York
$6.75M -$2.59M -7,279 -26%
HR
553
Howe & Rusling
New York
$6.75M -$219K -614 -3%
SC
554
Searle & Co
Connecticut
$6.71M – – –
KWA
555
Kingswood Wealth Advisors
California
$6.69M -$935K -2,626 -11%
IA
556
Integrity Alliance
Iowa
$6.66M +$6.65M +18,658 +1,225%
IWC
557
Integrated Wealth Concepts
Massachusetts
$6.62M +$655K +1,840 +10%
FFBTD
558
First Financial Bank - Trust Division
Ohio
$6.6M -$746K -2,093 -9%
TE
559
Tema ETFs
New York
$6.58M +$2.36M +6,630 +50%
PPW
560
Parcion Private Wealth
Washington
$6.57M +$100K +281 +1%
SL
561
Sentry LLC
Tennessee
$6.56M +$578K +1,623 +9%
WSFS
562
Wilmington Savings Fund Society
Delaware
$6.55M -$913K -2,564 -11%
CM
563
Churchill Management
California
$6.53M -$78K -219 -1%
VFA
564
Valeo Financial Advisors
Indiana
$6.52M -$62.3K -175 -0.9%
BFG
565
Bleakley Financial Group
New Jersey
$6.51M +$138K +388 +2%
AssetMark Inc
566
AssetMark Inc
California
$6.47M +$289K +812 +4%
ST
567
Spinnaker Trust
Maine
$6.45M -$623K -1,750 -8%
BCFD
568
Boit C.F. David
$6.43M – – –
CBOR
569
Community Bank of Raymore
Missouri
$6.42M +$126K +355 +2%
LP
570
LMR Partners
United Kingdom
$6.4M +$6.6M +18,540 +2,151%
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$6.39M -$70.9K -199 -1%
PFS
572
Physicians Financial Services
North Carolina
$6.38M +$339K +951 +5%
CAM
573
Creekmur Asset Management
Illinois
$6.35M -$326K -914 -5%
SL
574
Summitry LLC
California
$6.31M +$583K +1,636 +9%
CS
575
Cannell & Spears
New York
$6.27M -$76.9K -216 -1%