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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1476
Landscape Capital Management
New Jersey
$596K +$540K +2,421 New
LAM
1477
L2 Asset Management
Massachusetts
$595K +$163K +733 +38%
AFG
1478
Allegheny Financial Group
Pennsylvania
$594K -$40.1K -180 -7%
T
1479
TRUADVICE
Florida
$593K -$223K -1,001 -32%
Loomis, Sayles & Company
1480
Loomis, Sayles & Company
Massachusetts
$592K +$497K +2,227 +1,258%
EWA
1481
EverSource Wealth Advisors
Alabama
$592K -$77.1K -346 -13%
ACM
1482
Aljian Capital Management
Nevada
$591K – – –
EGA
1483
E&G Advisors
Texas
$591K – – –
DWM
1484
Drive Wealth Management
Utah
$588K +$40.6K +182 +8%
WA1
1485
Wimmer Associates 1
California
$588K – – –
PWMG
1486
Prestige Wealth Management Group
New Jersey
$588K -$29.7K -133 -5%
RCM
1487
RNC Capital Management
California
$586K -$93.6K -420 -15%
BLC
1488
Brown, Lisle/Cummings
Rhode Island
$584K +$446K +2,000 +533%
CT
1489
Chicago Trust
Illinois
$583K -$320K -1,435 -38%
RWB
1490
RMR Wealth Builders
New Jersey
$583K -$4.01K -18 -0.8%
DE
1491
Day & Ennis
Georgia
$581K +$12K +54 +2%
FB
1492
Fulton Bank
Pennsylvania
$581K -$100K -449 -16%
OW
1493
Olistico Wealth
Oklahoma
$581K +$111K +500 +27%
OWA
1494
Opal Wealth Advisors
New York
$580K +$526K +2,359 New
FSA
1495
Fort Sheridan Advisors
Illinois
$579K +$69.1K +310 +15%
JWM
1496
Jackson Wealth Management
Florida
$578K -$16.7K -75 -3%
MA
1497
Montag & Associates
Georgia
$577K +$40.1K +180 +8%
AWM
1498
Aberdeen Wealth Management
Illinois
$574K +$14.7K +66 +3%
PTP
1499
Platform Technology Partners
New York
$571K +$446 +2 +0.1%
MWM
1500
Marion Wealth Management
Pennsylvania
$571K +$2.23K +10 +0.4%