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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1251
Total Clarity Wealth Management
Illinois
$3.23M +$126K +182 +4%
BFO
1252
Boston Family Office
Massachusetts
$3.23M -$984K -1,421 -24%
DFA
1253
DHJJ Financial Advisors
Illinois
$3.23M -$11.8K -17 -0.4%
DCA
1254
DB&C Advisors
Michigan
$3.23M -$68.6K -99 -2%
CCM
1255
CFO Capital Management
Connecticut
$3.23M +$1.64M +2,373 +107%
IAS
1256
Insigneo Advisory Services
Florida
$3.21M +$170K +245 +6%
GPA
1257
Guerra Pan Advisors
New Jersey
$3.21M -$11.1K -16 -0.4%
LSV Asset Management
1258
LSV Asset Management
Illinois
$3.2M +$11.1K +16 +0.4%
VR
1259
Vision Retirement
New Jersey
$3.19M +$71.3K +103 +2%
GSC
1260
G&S Capital
Colorado
$3.19M -$880K -1,271 -22%
EB
1261
Emprise Bank
Kansas
$3.18M -$102K -147 -3%
CNC
1262
Citizens & Northern Corp
Pennsylvania
$3.18M +$189K +273 +6%
GWMR
1263
GC Wealth Management RIA
Massachusetts
$3.17M +$905K +1,306 +41%
WBC
1264
West Branch Capital
Massachusetts
$3.17M +$1.86M +2,691 +151%
IPW
1265
IronBridge Private Wealth
Texas
$3.16M -$1.98M -2,863 -39%
OWIM
1266
Old West Investment Management
California
$3.16M
PWP
1267
Precedent Wealth Partners
Texas
$3.15M +$27K +39 +0.9%
BCM
1268
Beck Capital Management
Texas
$3.15M +$3.08M +4,445 New
IFWM
1269
Institute for Wealth Management
Colorado
$3.15M -$47.8K -69 -2%
FHA
1270
Flagship Harbor Advisors
Massachusetts
$3.15M +$322K +465 +12%
FFS
1271
Founders Financial Securities
Maryland
$3.14M -$386K -557 -12%
DAM
1272
Diamant Asset Management
Connecticut
$3.14M +$2.17B +3,136,020 +68,427%
RCI
1273
RS Crum Inc
California
$3.14M
NAG
1274
Northstar Advisory Group
New Jersey
$3.14M +$3.07M +4,428 New
CI
1275
Cigna Investments
Connecticut
$3.13M -$51.3K -74 -2%