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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1551
Edgestream Partners
New Jersey
$389K -$2.69M -13,361 -88%
AI
1552
Accredited Investors
Minnesota
$389K +$403 +2 +0.1%
CHA
1553
Cooper/Haims Advisors
New York
$389K +$17.5K +87 +5%
RW
1554
REDW Wealth
New Mexico
$388K +$10.1K +50 +3%
MFG
1555
Magnus Financial Group
New York
$388K +$11.7K +58 +3%
DBT
1556
Dubuque Bank & Trust
Iowa
$388K +$24.6K +122 +7%
AWP
1557
Abacus Wealth Partners
California
$387K -$80.1K -398 -18%
TW
1558
TrinityPoint Wealth
Connecticut
$386K -$2.62K -13 -0.7%
MGAM
1559
McGowan Group Asset Management
Texas
$386K +$201 +1 +0.1%
B
1560
Brightworth
Georgia
$386K +$34K +169 +10%
BFG
1561
Berger Financial Group
Minnesota
$386K +$109K +543 +41%
ISWM
1562
Independent Solutions Wealth Management
New York
$385K +$375K +1,864 New
AssetMark Inc
1563
AssetMark Inc
California
$385K +$172K +852 +84%
BWA
1564
BDO Wealth Advisors
Florida
$384K -$7.05K -35 -2%
NAS
1565
Nicolet Advisory Services
Wisconsin
$383K -$93.4K -464 -20%
AFC
1566
AFT Forsyth & Company
Florida
$382K
FPWM
1567
FSB Premier Wealth Management
Iowa
$382K +$17.9K +89 +5%
HPWM
1568
Highland Private Wealth Management
Washington
$382K +$35.2K +175 +10%
LSPW
1569
Lake Street Private Wealth
Illinois
$382K +$373K +1,850 New
NCM
1570
Novare Capital Management
North Carolina
$381K -$24.2K -120 -6%
NPPM
1571
North Point Portfolio Managers
Ohio
$380K -$55.4K -275 -13%
BFA
1572
Benedict Financial Advisors
Georgia
$380K +$43.3K +215 +13%
MA
1573
MBA Advisors
Pennsylvania
$379K +$140K +695 +61%
MYIA
1574
Mount Yale Investment Advisors
Colorado
$378K -$25.4K -126 -6%
LDFR
1575
Lehman & Derafelo Financial Resources
Pennsylvania
$377K