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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
851
LMG Wealth Partners
Louisiana
$2.42M +$53.2K +196 +2%
MAS
852
Meeder Advisory Services
Ohio
$2.41M +$39.3K +145 +2%
HSA
853
HBK Sorce Advisory
Pennsylvania
$2.4M +$81.9K +302 +4%
AWM
854
Avitas Wealth Management
California
$2.4M -$5.15K -19 -0.2%
SLI
855
Sumitomo Life Insurance
Japan
$2.39M -$30.7K -113 -1%
Capstone Investment Advisors
856
Capstone Investment Advisors
New York
$2.39M -$7.97M -29,391 -77%
FCA
857
FLC Capital Advisors
California
$2.38M -$171K -630 -7%
IP
858
Ignite Planners
California
$2.38M -$186K -685 -7%
SF
859
Slagle Financial
Illinois
$2.37M +$103K +380 +5%
SF
860
Summit Financial
New Jersey
$2.37M +$118K +435 +5%
RCM
861
Radnor Capital Management
Pennsylvania
$2.37M +$2.35M +8,662 New
NP
862
Nilsine Partners
Colorado
$2.35M -$73.8K -272 -3%
DWA
863
Douglass Winthrop Advisors
New York
$2.34M +$20.3K +75 +0.9%
MMHP
864
Murphy Middleton Hinkle & Parker
Georgia
$2.34M -$27.1K -100 -1%
WI
865
WBI Investments
New Jersey
$2.34M +$743K +2,739 +47%
PFA
866
Pure Financial Advisors
California
$2.32M -$77.3K -285 -3%
EWA
867
EP Wealth Advisors
California
$2.31M +$737K +2,715 +47%
WEG
868
World Equity Group
Illinois
$2.3M +$1.14M +4,215 +99%
OPA
869
Old Port Advisors
Maine
$2.29M +$2.28M +8,393 New
SIA
870
Strategic Investment Advisors
Michigan
$2.29M +$2.28M +8,387 New
BCM
871
Boltwood Capital Management
California
$2.29M -$27.7K -102 -1%
LFS
872
Legacy Financial Strategies
Kansas
$2.29M +$84.9K +313 +3%
SCM
873
Stevens Capital Management
Pennsylvania
$2.29M +$2.27M +8,374 New
GTAM
874
Global Trust Asset Management
Florida
$2.28M +$35K +129 +2%
CPA
875
Court Place Advisors
Maryland
$2.28M