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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
Benchmark Wealth Management
Connecticut
$290K +$281 +2 +0.1%
Fiera Capital (Canada)
1302
Fiera Capital (Canada)
Quebec, Canada
$289K -$6.74K -48 -2%
SG
1303
StoneX Group
New York
$287K +$43K +306 +19%
BOS
1304
Bingham Osborn & Scarborough
California
$285K -$154K -1,093 -36%
PTP
1305
Platform Technology Partners
New York
$285K +$6.32K +45 +2%
UAS
1306
United Asset Strategies
New York
$285K +$19.7K +140 +8%
WA
1307
Waverly Advisors
Alabama
$284K +$281 +2 +0.1%
Jones Financial Companies
1308
Jones Financial Companies
Missouri
$284K +$27.5K +196 +11%
JWBC
1309
J.W. Burns & Co
New York
$283K
CWM
1310
Cornerstone Wealth Management
Missouri
$281K +$1.12K +8 +0.4%
FG
1311
Fiduciary Group
Georgia
$280K -$24.6K -175 -9%
CG
1312
CFO4Life Group
Texas
$280K +$19.7K +140 +8%
CCM
1313
Check Capital Management
California
$276K -$28.1K -200 -10%
AFC
1314
AFT Forsyth & Company
Florida
$276K
PG
1315
Pendal Group
Australia
$276K +$260K +1,848 New
CWA
1316
Clarus Wealth Advisors
Arizona
$275K +$17.4K +124 +7%
AA
1317
Ancora Advisors
Ohio
$274K +$28.1K +200 +12%
RW
1318
REDW Wealth
New Mexico
$273K
ABTD
1319
Arvest Bank Trust Division
Oklahoma
$273K +$257K +1,831 New
WPA
1320
Winning Points Advisors
Florida
$273K
MAWCM
1321
Mine & Arao Wealth Creation & Management
California
$272K +$702 +5 +0.3%
IAIM
1322
International Assets Investment Management
Florida
$271K -$13.3K -95 -1%
FA
1323
FCG Advisors
New Jersey
$270K -$8.99K -64 -3%
HCM
1324
Hutchinson Capital Management
California
$269K
SC
1325
Schulhoff & Co
Ohio
$268K