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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1301
Nicolet Advisory Services
Wisconsin
$788K +$131K +589 +22%
WC
1302
Woodstock Corp
Massachusetts
$787K -$94.8K -425 -12%
DMBA
1303
Deseret Mutual Benefit Administrators
Utah
$787K +$4.24K +19 +0.6%
PFSC
1304
Peoples Financial Services Corp
Pennsylvania
$787K +$2.68K +12 +0.4%
SFG
1305
Summit Financial Group
West Virginia
$785K -$66.9K -300 -9%
PFA
1306
Pathway Financial Advisors
Vermont
$781K +$2.23K +10 +0.3%
JFGIW
1307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$780K +$62.9K +282 +10%
CPA
1308
Cardiff Park Advisors
California
$779K +$3.34K +15 +0.5%
BEI
1309
Benjamin Edwards Inc
Missouri
$779K +$60K +269 +9%
KWMG
1310
King Wealth Management Group
Florida
$776K -$9.59K -43 -1%
CWM
1311
Concentric Wealth Management
California
$773K -$11.1K -50 -2%
SF
1312
Symphony Financial
Texas
$771K +$61.8K +277 +10%
JWM
1313
JGP Wealth Management
Oregon
$770K -$12.9K -58 -2%
OFG
1314
OmniStar Financial Group
North Carolina
$768K -$55.3K -248 -7%
RPC
1315
Rossmore Private Capital
Connecticut
$768K -$4.68K -21 -0.7%
Vanguard Capital Wealth Advisors
1316
Vanguard Capital Wealth Advisors
Colorado
$768K +$1.11K +5 +0.2%
BFO
1317
Boston Family Office
Massachusetts
$768K -$223 -1 -0%
CWM
1318
CCG Wealth Management
California
$768K – – –
SAM
1319
SignalPoint Asset Management
Missouri
$768K -$4.91K -22 -0.7%
MFG
1320
Magnus Financial Group
New York
$768K -$7.8K -35 -1%
GWM
1321
Gray Wealth Management
Maine
$762K -$12K -54 -2%
MAM
1322
Morse Asset Management
Connecticut
$760K -$257K -1,153 -27%
HH
1323
Hilltop Holdings
Texas
$760K +$60.4K +271 +10%
FFG
1324
Fortem Financial Group
California
$758K +$45.7K +205 +7%
AT
1325
American Trust
Kentucky
$758K +$120K +540 +21%