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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ST
1551
Smithfield Trust
Pennsylvania
$391K – – –
EP
1552
Edgestream Partners
New Jersey
$389K -$2.69M -13,361 -88%
AI
1553
Accredited Investors
Minnesota
$389K +$403 +2 +0.1%
CHA
1554
Cooper/Haims Advisors
New York
$389K +$17.5K +87 +5%
RW
1555
REDW Wealth
New Mexico
$388K +$10.1K +50 +3%
MFG
1556
Magnus Financial Group
New York
$388K +$11.7K +58 +3%
DBT
1557
Dubuque Bank & Trust
Iowa
$388K +$24.6K +122 +7%
AWP
1558
Abacus Wealth Partners
California
$387K -$80.1K -398 -18%
TW
1559
TrinityPoint Wealth
Connecticut
$386K -$2.62K -13 -0.7%
MGAM
1560
McGowan Group Asset Management
Texas
$386K +$201 +1 +0.1%
B
1561
Brightworth
Georgia
$386K +$34K +169 +10%
BFG
1562
Berger Financial Group
Minnesota
$386K +$109K +543 +41%
ISWM
1563
Independent Solutions Wealth Management
New York
$385K +$375K +1,864 New
AssetMark Inc
1564
AssetMark Inc
California
$385K +$172K +852 +84%
BWA
1565
BDO Wealth Advisors
Florida
$384K -$7.05K -35 -2%
NAS
1566
Nicolet Advisory Services
Wisconsin
$383K -$93.4K -464 -20%
AFC
1567
AFT Forsyth & Company
Florida
$382K – – –
FPWM
1568
FSB Premier Wealth Management
Iowa
$382K +$17.9K +89 +5%
HPWM
1569
Highland Private Wealth Management
Washington
$382K +$35.2K +175 +10%
LSPW
1570
Lake Street Private Wealth
Illinois
$382K +$373K +1,850 New
NCM
1571
Novare Capital Management
North Carolina
$381K -$24.2K -120 -6%
NPPM
1572
North Point Portfolio Managers
Ohio
$380K -$55.4K -275 -13%
BFA
1573
Benedict Financial Advisors
Georgia
$380K +$43.3K +215 +13%
MA
1574
MBA Advisors
Pennsylvania
$379K +$140K +695 +61%
MYIA
1575
Mount Yale Investment Advisors
Colorado
$378K -$25.4K -126 -6%