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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1251
Deseret Mutual Benefit Administrators
Utah
$3.24M +$1.89M +2,734 +149%
AWS
1252
Alliance Wealth Strategies
Virginia
$3.24M – – –
TCWM
1253
Total Clarity Wealth Management
Illinois
$3.23M +$126K +182 +4%
BFO
1254
Boston Family Office
Massachusetts
$3.23M -$984K -1,421 -24%
DFA
1255
DHJJ Financial Advisors
Illinois
$3.23M -$11.8K -17 -0.4%
DCA
1256
DB&C Advisors
Michigan
$3.23M -$68.6K -99 -2%
CCM
1257
CFO Capital Management
Connecticut
$3.23M +$1.64M +2,373 +107%
IAS
1258
Insigneo Advisory Services
Florida
$3.21M +$170K +245 +6%
GPA
1259
Guerra Pan Advisors
New Jersey
$3.21M -$11.1K -16 -0.4%
LSV Asset Management
1260
LSV Asset Management
Illinois
$3.2M +$11.1K +16 +0.4%
VR
1261
Vision Retirement
New Jersey
$3.19M +$71.3K +103 +2%
GSC
1262
G&S Capital
Colorado
$3.19M -$880K -1,271 -22%
EB
1263
Emprise Bank
Kansas
$3.18M -$102K -147 -3%
CNC
1264
Citizens & Northern Corp
Pennsylvania
$3.18M +$189K +273 +6%
GWMR
1265
GC Wealth Management RIA
Massachusetts
$3.17M +$905K +1,306 +41%
WBC
1266
West Branch Capital
Massachusetts
$3.17M +$1.86M +2,691 +151%
IPW
1267
IronBridge Private Wealth
Texas
$3.16M -$1.98M -2,863 -39%
OWIM
1268
Old West Investment Management
California
$3.16M – – –
PWP
1269
Precedent Wealth Partners
Texas
$3.15M +$27K +39 +0.9%
BCM
1270
Beck Capital Management
Texas
$3.15M +$3.08M +4,445 New
IFWM
1271
Institute for Wealth Management
Colorado
$3.15M -$47.8K -69 -2%
FHA
1272
Flagship Harbor Advisors
Massachusetts
$3.15M +$322K +465 +12%
FFS
1273
Founders Financial Securities
Maryland
$3.14M -$386K -557 -12%
DAM
1274
Diamant Asset Management
Connecticut
$3.14M -$104K -150 -3%
RCI
1275
RS Crum Inc
California
$3.14M – – –