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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1601
Guardian Wealth Advisors (North Carolina)
North Carolina
$622K -$27.5K -106 -5%
MCA
1602
MSH Capital Advisors
Arizona
$622K -$8.56K -33 -2%
MA
1603
McBroom & Associates
Nevada
$621K -$1.04K -4 -0.2%
TCPWM
1604
Traverso Chambers Private Wealth Management
California
$620K +$1.56K +6 +0.3%
CT
1605
Clearstead Trust
Maine
$620K +$25.9K +100 +5%
FFB
1606
First Financial Bankshares
Texas
$619K +$543K +2,095 New
IWA
1607
IBEX Wealth Advisors
New Jersey
$619K -$1.19M -4,591 -70%
CP
1608
Canopy Partners
Ohio
$617K +$542K +2,088 New
B
1609
Bensler
Washington
$617K +$778 +3 +0.1%
SFA
1610
Source Financial Advisors
New York
$617K -$12.7K -49 -2%
NRC
1611
New Republic Capital
North Carolina
$616K -$42K -162 -7%
BWS
1612
Buck Wealth Strategies
Colorado
$615K -$14.3K -55 -3%
WAG
1613
Winthrop Advisory Group
Massachusetts
$615K +$53.2K +205 +11%
CG
1614
Corundum Group
Colorado
$614K -$9.86K -38 -2%
PPWP
1615
Premier Path Wealth Partners
New Jersey
$612K +$537K +2,071 New
TFO
1616
Tarbox Family Office
California
$612K – – –
APWM
1617
Atlas Private Wealth Management
New York
$611K +$259 +1 +0%
MCA
1618
Martin Capital Advisors
Texas
$611K – – –
CI Investments Inc
1619
CI Investments Inc
Ontario, Canada
$610K -$1.9M -7,332 -78%
GWM
1620
GSB Wealth Management
Connecticut
$610K +$259 +1 +0%
AA
1621
AF Advisors
California
$609K – – –
AA
1622
Addison Advisors
Vermont
$607K +$119K +457 +29%
TIMH
1623
Tilt Investment Management Holdings
New York
$606K -$170K -654 -24%
MSCM
1624
McElhenny Sheffield Capital Management
Texas
$606K – – –
RW
1625
REDW Wealth
New Mexico
$606K -$15.8K -61 -3%