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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1326
Pathway Financial Advisors
Vermont
$1.38M – – –
TYCC
1327
Texas Yale Capital Corp
Florida
$1.38M +$178K +516 +17%
WA
1328
Wealth Architects
California
$1.37M -$2.76K -8 -0.2%
1WM
1329
1900 Wealth Management
Texas
$1.37M +$345 +1 +0%
MAM
1330
Milestone Asset Management
Pennsylvania
$1.37M +$49.4K +143 +4%
SAM
1331
Sequent Asset Management
Texas
$1.37M -$84.3K -244 -7%
FIA
1332
FNY Investment Advisers
New York
$1.37M +$1.21M +3,500 New
RCM
1333
Raleigh Capital Management
North Carolina
$1.37M -$47.7K -138 -4%
DF
1334
Donoghue Forlines
Massachusetts
$1.36M +$573K +1,659 +91%
AO
1335
Advisor OS
Illinois
$1.36M +$37K +107 +3%
Vanguard Capital Wealth Advisors
1336
Vanguard Capital Wealth Advisors
Colorado
$1.36M +$9.67K +28 +0.8%
SC
1337
Savoie Capital
Illinois
$1.36M – – –
EFM
1338
E Fund Management
China
$1.35M +$126K +365 +12%
PWPS
1339
Pinnacle Wealth Planning Services
Ohio
$1.35M -$89.1K -258 -7%
IP
1340
Investment Partners
Ohio
$1.34M -$7.25K -21 -0.6%
AFG
1341
Allegheny Financial Group
Pennsylvania
$1.34M -$1.04K -3 -0.1%
APM
1342
Advanced Portfolio Management
New York
$1.33M -$1.02M -2,956 -46%
LWA
1343
Lantern Wealth Advisors
New York
$1.33M -$103K -297 -8%
FCIM
1344
Fairview Capital Investment Management
California
$1.33M -$10.4K -30 -0.9%
MF
1345
Montis Financial
Massachusetts
$1.33M -$20.7K -60 -2%
BPAMU
1346
BTG Pactual Asset Management US
New York
$1.33M +$65.3K +189 +6%
WMP
1347
Wealth Management Partners
Arizona
$1.33M -$77.7K -225 -6%
DG
1348
DMC Group
Alabama
$1.32M -$5.18K -15 -0.4%
KFS
1349
Keynote Financial Services
Connecticut
$1.32M – – –
TCM
1350
Telos Capital Management
California
$1.32M -$8.63K -25 -0.7%