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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LW
1651
Linscomb Wealth
Texas
$1.86M +$758K +1,094 +71%
TWM
1652
Tradition Wealth Management
Minnesota
$1.85M +$30.5K +44 +2%
BF
1653
Brucke Financial
Indiana
$1.85M +$1.39K +2 +0.1%
CFA
1654
Camarda Financial Advisors
Florida
$1.85M +$1.8M +2,605 New
IP
1655
Intellectus Partners
California
$1.84M -$10.4K -15 -0.6%
CI
1656
Cherokee Insurance
Michigan
$1.84M -$450K -650 -20%
AIM
1657
Acropolis Investment Management
Missouri
$1.84M +$36.7K +53 +2%
VIS
1658
Vega Investment Solutions
France
$1.84M +$1.27M +1,836 +243%
LWAM
1659
Legacy Wealth Asset Management
Minnesota
$1.83M +$7.62K +11 +0.4%
BLC
1660
Brown, Lisle/Cummings
Rhode Island
$1.83M -$31.9K -46 -2%
Belpointe Asset Management
1661
Belpointe Asset Management
Nevada
$1.83M -$546K -788 -23%
EWM
1662
Elite Wealth Management
Washington
$1.82M +$1.78M +2,572 New
AP
1663
Atwood & Palmer
Missouri
$1.82M +$1.39K +2 +0.1%
UWPG
1664
Ullmann Wealth Partners Group
Florida
$1.81M -$54K -78 -3%
LWA
1665
Lineweaver Wealth Advisors
Ohio
$1.81M -$303K -437 -15%
ML
1666
McAdam LLC
Pennsylvania
$1.81M +$298K +430 +20%
AIA
1667
Affinity Investment Advisors
California
$1.8M -$244K -352 -12%
RPGK
1668
Retirement Planning Group (Kansas)
Kansas
$1.8M +$178K +257 +11%
GCM
1669
Gladius Capital Management
Illinois
$1.8M +$1.42M +2,045 +415%
SIC
1670
Shoker Investment Counsel
Ohio
$1.79M +$2.08K +3 +0.1%
PTP
1671
Platform Technology Partners
New York
$1.79M +$193K +278 +12%
AWM
1672
Allen Wealth Management
North Carolina
$1.79M -$170K -245 -9%
PWPS
1673
Pinnacle Wealth Planning Services
Ohio
$1.79M -$95.6K -138 -5%
WCM
1674
Washburn Capital Management
Florida
$1.79M +$17.3K +25 +1%
RGF
1675
Retirement Guys Formula
Ohio
$1.79M +$1.75M +2,522 New