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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1326
Golden State Equity Partners
California
$1.17M +$1.22M +3,509 New
1WM
1327
1900 Wealth Management
Texas
$1.17M +$693 +2 +0.1%
ZF
1328
Zega Financial
Florida
$1.17M +$412K +1,187 +51%
SIM
1329
Stratos Investment Management
Ohio
$1.16M +$31.2K +90 +3%
HWA
1330
HCR Wealth Advisors
California
$1.16M -$138K -399 -10%
WCA
1331
Westover Capital Advisors
Delaware
$1.16M +$764K +2,202 +174%
SC
1332
Savoie Capital
Illinois
$1.15M – – –
MF
1333
Montis Financial
Massachusetts
$1.15M -$22.2K -64 -2%
TIA
1334
Tiemann Investment Advisors
California
$1.15M +$3.47K +10 +0.3%
AFA
1335
AA Financial Advisors
Ohio
$1.15M +$38.8K +112 +3%
LFG
1336
Larson Financial Group
Missouri
$1.15M +$661K +1,906 +124%
IP
1337
Investment Partners
Ohio
$1.15M -$71.1K -205 -6%
GM
1338
GeoWealth Management
Illinois
$1.15M +$275K +792 +30%
Vanguard Capital Wealth Advisors
1339
Vanguard Capital Wealth Advisors
Colorado
$1.15M +$1.39K +4 +0.1%
FCIM
1340
Fairview Capital Investment Management
California
$1.14M -$34.7K -100 -3%
PWP
1341
Perfromance Wealth Partners
Illinois
$1.14M -$5.57M -16,075 -82%
AFG
1342
Allegheny Financial Group
Pennsylvania
$1.14M +$36.4K +105 +3%
EFG
1343
Everhart Financial Group
Ohio
$1.13M +$214K +617 +22%
TCM
1344
Telos Capital Management
California
$1.13M -$3.12K -9 -0.3%
DG
1345
DMC Group
Alabama
$1.13M -$22.2K -64 -2%
CIM
1346
Corda Investment Management
Texas
$1.13M +$47.9K +138 +4%
ALC
1347
Alexander Labrunerie & Co
Missouri
$1.13M -$4.51K -13 -0.4%
KFS
1348
Keynote Financial Services
Connecticut
$1.12M -$26.7K -77 -2%
MMM
1349
Mendel Money Management
Illinois
$1.12M +$29.5K +85 +3%
AO
1350
Advisor OS
Illinois
$1.12M -$53.4K -154 -4%