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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1601
MSH Capital Advisors
Arizona
$622K -$8.56K -33 -2%
MA
1602
McBroom & Associates
Nevada
$621K -$1.04K -4 -0.2%
TCPWM
1603
Traverso Chambers Private Wealth Management
California
$620K +$1.56K +6 +0.3%
CT
1604
Clearstead Trust
Maine
$620K +$25.9K +100 +5%
FFB
1605
First Financial Bankshares
Texas
$619K +$543K +2,095 New
IWA
1606
IBEX Wealth Advisors
New Jersey
$619K -$1.19M -4,591 -70%
CP
1607
Canopy Partners
Ohio
$617K +$542K +2,088 New
B
1608
Bensler
Washington
$617K +$778 +3 +0.1%
SFA
1609
Source Financial Advisors
New York
$617K -$12.7K -49 -2%
NRC
1610
New Republic Capital
North Carolina
$616K -$42K -162 -7%
BWS
1611
Buck Wealth Strategies
Colorado
$615K -$14.3K -55 -3%
WAG
1612
Winthrop Advisory Group
Massachusetts
$615K +$53.2K +205 +11%
CG
1613
Corundum Group
Colorado
$614K -$9.86K -38 -2%
PPWP
1614
Premier Path Wealth Partners
New Jersey
$612K +$537K +2,071 New
TFO
1615
Tarbox Family Office
California
$612K
APWM
1616
Atlas Private Wealth Management
New York
$611K +$259 +1 +0%
MCA
1617
Martin Capital Advisors
Texas
$611K
CI Investments Inc
1618
CI Investments Inc
Ontario, Canada
$610K -$1.9M -7,332 -78%
GWM
1619
GSB Wealth Management
Connecticut
$610K +$259 +1 +0%
AA
1620
AF Advisors
California
$609K
AA
1621
Addison Advisors
Vermont
$607K +$119K +457 +29%
TIMH
1622
Tilt Investment Management Holdings
New York
$606K -$170K -654 -24%
MSCM
1623
McElhenny Sheffield Capital Management
Texas
$606K
RW
1624
REDW Wealth
New Mexico
$606K -$15.8K -61 -3%
CS
1625
Capital Square
Tennessee
$605K -$11.7K -45 -2%