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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1276
Portside Wealth Group
Utah
$1.49M -$285K -826 -18%
GWP
1277
Gateway Wealth Partners
Wisconsin
$1.49M +$47.7K +138 +4%
EHC
1278
Everett Harris & Co
California
$1.49M
HWA
1279
HCR Wealth Advisors
California
$1.48M +$108K +314 +9%
JSW
1280
Journey Strategic Wealth
New Jersey
$1.48M +$253K +733 +24%
CNFG
1281
Creegan & Nassoura Financial Group
New Hampshire
$1.48M -$43.2K -125 -3%
1WA
1282
180 Wealth Advisors
Washington
$1.48M -$32.5K -94 -2%
NQWM
1283
Northwest Quadrant Wealth Management
Oregon
$1.47M +$4.14K +12 +0.3%
FCFC
1284
First Citizens Financial Corp
Iowa
$1.47M -$10.7K -31 -0.8%
PMSA
1285
Patrick M. Sweeney & Associates
Illinois
$1.47M +$15.9K +46 +1%
SWM
1286
Silverlake Wealth Management
Vermont
$1.46M -$134K -389 -9%
EFA
1287
Evernest Financial Advisors
Indiana
$1.46M -$36.6K -106 -3%
SFG
1288
SNS Financial Group
Minnesota
$1.46M -$102K -296 -7%
PCA
1289
Prosperity Capital Advisors
Ohio
$1.45M -$64.2K -186 -5%
TNBTD
1290
Trustmark National Bank Trust Department
Mississippi
$1.45M -$412K -1,194 -24%
BB
1291
Burford Brothers
Texas
$1.45M +$123K +357 +11%
RCAG
1292
Rehmann Capital Advisory Group
Michigan
$1.44M +$5.18K +15 +0.4%
MTIC
1293
Missouri Trust & Investment Company
Missouri
$1.44M -$1.73K -5 -0.1%
NEI
1294
Northwest & Ethical Investments
Ontario, Canada
$1.44M +$504K +1,458 +66%
MHIC
1295
Marble Harbor Investment Counsel
Massachusetts
$1.44M -$3.45K -10 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
1296
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.44M +$1.27M +3,672 New
SS
1297
Sunbelt Securities
Texas
$1.43M -$73.6K -213 -5%
QCIG
1298
Quad-Cities Investment Group
Iowa
$1.43M -$103K -297 -8%
FPCG
1299
Fort Pitt Capital Group
Pennsylvania
$1.43M +$29.4K +85 +2%
MSWM
1300
McGlone Suttner Wealth Management
Wisconsin
$1.43M +$160K +464 +15%