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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SGC
1476
Slocum, Gordon & Co
Rhode Island
$683K
IA
1477
IFG Advisory
Georgia
$677K +$673K +2,480 New
WFAG
1478
Worth Financial Advisory Group
North Carolina
$677K -$35.5K -131 -5%
HCP
1479
Hexagon Capital Partners
Arkansas
$677K +$5.7K +21 +0.9%
SAM
1480
Seelaus Asset Management
New Jersey
$676K
HIA
1481
Harbor Investment Advisory
Maryland
$674K
GAM
1482
Grandview Asset Management
Pennsylvania
$672K +$668K +2,461 New
OWA
1483
Opal Wealth Advisors
New York
$672K +$27.7K +102 +4%
VST
1484
Van Strum & Towne
California
$672K
CAM
1485
Carret Asset Management
New York
$671K +$4.07K +15 +0.6%
KP
1486
Keel Point
Alabama
$671K -$96.6K -356 -13%
KFS
1487
Kaizen Financial Strategies
California
$669K -$53.2K -196 -7%
TAM
1488
Trillium Asset Management
Massachusetts
$664K
ECU
1489
Eisler Capital (US)
New York
$664K +$659K +2,431 New
CG
1490
Clarus Group
Texas
$662K +$814 +3 +0.1%
HAIM
1491
Hunter Associates Investment Management
Pennsylvania
$662K
PWMG
1492
Prestige Wealth Management Group
New Jersey
$656K +$3.53K +13 +0.5%
BMCM
1493
Bryn Mawr Capital Management
Pennsylvania
$656K +$117K +433 +22%
ACM
1494
Aljian Capital Management
Nevada
$655K
EWA
1495
EverSource Wealth Advisors
Alabama
$652K -$5.15K -19 -0.8%
WA1
1496
Wimmer Associates 1
California
$651K -$1.63K -6 -0.3%
MW
1497
Marcum Wealth
Ohio
$650K +$39.1K +144 +6%
GC
1498
Grimes & Company
Massachusetts
$650K -$99.3K -366 -13%
RWB
1499
RMR Wealth Builders
New Jersey
$650K +$2.98K +11 +0.5%
FFA
1500
Founders Financial Alliance
North Carolina
$648K -$249K -917 -28%