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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1426
Westmount Partners
California
$603K +$183K +757 +40%
DGAM
1427
Desjardins Global Asset Management
Quebec, Canada
$603K +$638K +2,637 New
CFO
1428
CVA Family Office
Colorado
$600K -$36.3K -150 -5%
WF
1429
Wayfinding Financial
Washington
$597K +$80.7K +334 +15%
Jones Financial Companies
1430
Jones Financial Companies
Missouri
$595K -$33.4K -138 -5%
RFG
1431
Range Financial Group
Oregon
$595K -$484 -2 -0.1%
BWA
1432
Bordeaux Wealth Advisors
California
$594K +$20.5K +85 +3%
AFG
1433
Allegheny Financial Group
Pennsylvania
$594K +$242 +1 +0%
CM
1434
Castleark Management
Illinois
$593K – – –
WANY
1435
Wealthspire Advisors (New York)
New York
$592K -$436K -1,802 -41%
SNB
1436
Security National Bank
Nebraska
$591K – – –
TIMH
1437
Tilt Investment Management Holdings
New York
$590K +$85.1K +352 +15%
P
1438
Pitcairn
Pennsylvania
$589K +$62.9K +260 +11%
1IA
1439
1834 Investment Advisors
Wisconsin
$589K +$315K +1,302 +103%
HWA
1440
Heritage Wealth Advisors
Virginia
$585K – – –
BFA
1441
Bill Few Associates
Pennsylvania
$585K – – –
MG
1442
Marex Group
$584K +$390K +1,613 +172%
MSWM
1443
McGlone Suttner Wealth Management
Wisconsin
$583K +$19.8K +82 +3%
CAM
1444
Carret Asset Management
New York
$582K -$29.3K -121 -5%
AT
1445
American Trust
Kentucky
$581K -$205K -847 -25%
BC
1446
Bartlett & Co
Ohio
$580K -$48.4K -200 -7%
BCWM
1447
Bartlett & Co Wealth Management
Ohio
$580K -$48.4K -200 -7%
CF
1448
Cantor Fitzgerald
New York
$579K -$16.9K -70 -3%
AAG
1449
Armstrong Advisory Group
Massachusetts
$578K -$24.2K -100 -4%
PWMG
1450
Prestige Wealth Management Group
New Jersey
$577K +$40.4K +167 +7%