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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1476
Tolleson Wealth Management
Texas
$527K – – –
LDFR
1477
Lehman & Derafelo Financial Resources
Pennsylvania
$526K +$37.4K +172 +8%
RWB
1478
RMR Wealth Builders
New Jersey
$524K +$218 +1 +0%
Pacer Advisors
1479
Pacer Advisors
Pennsylvania
$523K +$241K +1,108 +103%
MAWCM
1480
Mine & Arao Wealth Creation & Management
California
$523K +$1.09K +5 +0.2%
DAM
1481
Derbend Asset Management
Georgia
$523K – – –
WP
1482
WealthSource Partners
California
$522K -$19.2K -88 -4%
PCI
1483
Planning Center Inc
Illinois
$522K +$92.5K +425 +24%
SFS
1484
Summit Financial Strategies
Ohio
$522K -$23.3K -107 -5%
ZB
1485
Zions Bancorporation
Utah
$520K -$193K -886 -29%
MA
1486
Montag & Associates
Georgia
$519K -$281K -1,290 -37%
ASC
1487
Atalanta Sosnoff Capital
New York
$518K +$131K +601 +39%
GB
1488
Goepper Burkhardt
South Carolina
$517K – – –
FFC
1489
First Financial Corp
Indiana
$517K – – –
BWP
1490
Baldwin Wealth Partners
Massachusetts
$516K +$361K +1,656 +331%
SS
1491
Sunbelt Securities
Texas
$516K +$435 +2 +0.1%
BFG
1492
Berger Financial Group
Minnesota
$513K -$8.27K -38 -2%
MIAS
1493
Mason Investment Advisory Services
Virginia
$510K -$92.7K -426 -17%
GFS
1494
GYL Financial Synergies
Connecticut
$509K +$11.8K +54 +3%
SF
1495
Summit Financial
New Jersey
$507K -$40.5K -186 -8%
CWM
1496
Cahaba Wealth Management
Georgia
$507K – – –
CPA
1497
Capital Planning Advisors
California
$506K +$8.05K +37 +2%
HFBOT
1498
Home Federal Bank of Tennessee
Tennessee
$505K – – –
PIM
1499
Perpetual Investment Management
Australia
$503K -$109K -500 -19%
MA
1500
McBroom & Associates
Nevada
$503K -$8.93K -41 -2%