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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1476
L2 Asset Management
Massachusetts
$595K +$163K +733 +38%
AFG
1477
Allegheny Financial Group
Pennsylvania
$594K -$40.1K -180 -7%
T
1478
TRUADVICE
Florida
$593K -$223K -1,001 -32%
Loomis, Sayles & Company
1479
Loomis, Sayles & Company
Massachusetts
$592K +$497K +2,227 +1,258%
EWA
1480
EverSource Wealth Advisors
Alabama
$592K -$77.1K -346 -13%
ACM
1481
Aljian Capital Management
Nevada
$591K
EGA
1482
E&G Advisors
Texas
$591K
DWM
1483
Drive Wealth Management
Utah
$588K +$40.6K +182 +8%
WA1
1484
Wimmer Associates 1
California
$588K
PWMG
1485
Prestige Wealth Management Group
New Jersey
$588K -$29.7K -133 -5%
RCM
1486
RNC Capital Management
California
$586K -$93.6K -420 -15%
BLC
1487
Brown, Lisle/Cummings
Rhode Island
$584K +$446K +2,000 +533%
CT
1488
Chicago Trust
Illinois
$583K -$320K -1,435 -38%
RWB
1489
RMR Wealth Builders
New Jersey
$583K -$4.01K -18 -0.8%
DE
1490
Day & Ennis
Georgia
$581K +$12K +54 +2%
FB
1491
Fulton Bank
Pennsylvania
$581K -$100K -449 -16%
OW
1492
Olistico Wealth
Oklahoma
$581K +$111K +500 +27%
OWA
1493
Opal Wealth Advisors
New York
$580K +$526K +2,359 New
FSA
1494
Fort Sheridan Advisors
Illinois
$579K +$69.1K +310 +15%
JWM
1495
Jackson Wealth Management
Florida
$578K -$16.7K -75 -3%
MA
1496
Montag & Associates
Georgia
$577K +$40.1K +180 +8%
AWM
1497
Aberdeen Wealth Management
Illinois
$574K +$14.7K +66 +3%
PTP
1498
Platform Technology Partners
New York
$571K +$446 +2 +0.1%
MWM
1499
Marion Wealth Management
Pennsylvania
$571K +$2.23K +10 +0.4%
BCA
1500
Bay Colony Advisors
Massachusetts
$571K +$4.01K +18 +0.8%