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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
1651
L.M. Kohn & Company
Ohio
$577K +$35.5K +137 +8%
AC
1652
Addison Capital
Pennsylvania
$575K +$48.3K +186 +11%
CHA
1653
Carmichael Hill & Associates
Maryland
$573K +$259 +1 +0.1%
OHWA
1654
Oak Hill Wealth Advisors
Virginia
$572K
NFSG
1655
Newbridge Financial Services Group
Florida
$571K +$133K +513 +36%
AFC
1656
AFT Forsyth & Company
Florida
$569K -$9.08K -35 -2%
LA
1657
Latitude Advisors
Florida
$569K +$1.56K +6 +0.3%
EGWAG
1658
Elwood & Goetz Wealth Advisory Group
Georgia
$567K +$9.86K +38 +2%
OPPS
1659
Obsidian Personal Planning Solutions
Maryland
$565K
CWM
1660
Centurion Wealth Management
Virginia
$564K -$11.2K -43 -2%
CBFP
1661
Cedar Brook Financial Partners
Ohio
$563K +$223K +860 +81%
CC
1662
Constitution Capital
Connecticut
$562K
RSVP
1663
Ramsay Stattman Vela & Price
Colorado
$562K
Loomis, Sayles & Company
1664
Loomis, Sayles & Company
Massachusetts
$560K -$14.8K -57 -3%
PFGIA
1665
Patriot Financial Group Insurance Agency
Massachusetts
$560K +$9.6K +37 +2%
CT
1666
Chicago Trust
Illinois
$559K -$203K -784 -29%
PCP
1667
Proficio Capital Partners
Massachusetts
$557K -$8.82K -34 -2%
KF
1668
KKM Financial
Illinois
$557K +$488K +1,883 New
FBB
1669
Fulton Breakefield Broenniman
Maryland
$556K -$47.2K -182 -9%
GWS
1670
Glassman Wealth Services
Virginia
$555K +$1.04K +4 +0.2%
SP
1671
Stonebrook Private
Michigan
$555K +$486K +1,875 New
NC
1672
NovaPoint Capital
Georgia
$552K
ESBC
1673
E.S. Barr & Co
Kentucky
$551K -$13K -50 -3%
TCG
1674
Transcendent Capital Group
Oklahoma
$551K +$483K +1,863 New
HGWM
1675
Horst & Graben Wealth Management
Oregon
$550K +$1.56K +6 +0.3%