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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1326
CCG Wealth Management
California
$714K
MG
1327
Mather Group
Illinois
$714K +$97.9K +405 +15%
BFO
1328
Boston Family Office
Massachusetts
$714K +$496K +2,050 +191%
Vanguard Capital Wealth Advisors
1329
Vanguard Capital Wealth Advisors
Colorado
$713K +$967 +4 +0.1%
AIA
1330
Alera Investment Advisors
Illinois
$709K +$10.6K +44 +1%
SFP
1331
Sweet Financial Partners
Minnesota
$708K -$9.19K -38 -1%
RWA
1332
Rooted Wealth Advisors
Illinois
$706K +$99.8K +413 +15%
RCM
1333
Raleigh Capital Management
North Carolina
$704K +$26.4K +109 +4%
WTA
1334
Washington Trust Advisors
Massachusetts
$704K -$6.04K -25 -0.8%
BJL
1335
Brighton Jones LLC
Washington
$701K -$391K -1,617 -35%
NL
1336
NVWM LLC
Pennsylvania
$700K -$9.67K -40 -1%
HWM
1337
Horizon Wealth Management
Illinois
$699K -$175K -723 -19%
FCB
1338
First Command Bank
Texas
$696K +$60.4K +250 +9%
FCFS
1339
First Command Financial Services
Texas
$696K +$60.4K +250 +9%
TFA
1340
Toth Financial Advisory
Virginia
$694K -$229K -948 -24%
TYCC
1341
Texas Yale Capital Corp
Florida
$688K
SACTSONJ
1342
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$687K
SFS
1343
Stiles Financial Services
Minnesota
$686K -$85.6K -354 -11%
CGH
1344
CMG Global Holdings
Texas
$685K
BMC
1345
Benin Management Corp
Connecticut
$683K +$55.6K +230 +8%
PG
1346
Prostatis Group
Maryland
$682K -$3.63K -15 -0.5%
HWA
1347
HCR Wealth Advisors
California
$682K +$242 +1 +0%
LSA
1348
Lion Street Advisors
Texas
$682K +$12.6K +52 +2%
HBW
1349
Hazlett, Burt & Watson
West Virginia
$681K -$46.2K -191 -6%
BAM
1350
Berkshire Asset Management
Pennsylvania
$679K +$718K +2,969 New