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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1676
Hollencrest Capital Management
California
$286K -$28.8K -139 -10%
NWS
1677
Newport Wealth Strategies
California
$286K +$256K +1,235 New
RFG
1678
Range Financial Group
Oregon
$286K +$256K +1,235 New
YWP
1679
YorkBridge Wealth Partners
New York
$285K -$6.83K -33 -3%
ACA
1680
Anchor Capital Advisors
Massachusetts
$285K
SWM
1681
Stockman Wealth Management
Montana
$284K -$4.97K -24 -2%
SSCA
1682
South Shore Capital Advisors
Massachusetts
$283K +$144K +696 +133%
ACM
1683
Advisors Capital Management
New Jersey
$283K +$253K +1,222 New
CCC
1684
Chelsea Counsel Company
California
$282K
CWM
1685
Calamos Wealth Management
Illinois
$282K +$23.2K +112 +10%
GP
1686
Greenline Partners
New York
$281K
CAI
1687
Capital Advisors Inc
Oklahoma
$281K +$10.4K +50 +4%
AFS
1688
Access Financial Services
Minnesota
$280K +$250K +1,207 New
AO
1689
Advisor OS
Illinois
$280K +$250K +1,208 New
RCM
1690
Requisite Capital Management
Texas
$279K +$249K +1,202 New
CCP
1691
Cardan Capital Partners
Colorado
$278K -$207 -1 -0.1%
YMRC
1692
Yorktown Management & Research Company
Virginia
$278K +$248K +1,200 New
KWM
1693
Keebeck Wealth Management
Illinois
$278K +$249K +1,201 New
FNT
1694
First Nebraska Trust
Nebraska
$276K +$9.11K +44 +4%
CFAM
1695
Center For Asset Management
Florida
$275K -$1.86K -9 -0.8%
PPSG
1696
Princeton Portfolio Strategies Group
New Jersey
$274K
WA
1697
WealthTrust Axiom
Pennsylvania
$272K
CPA
1698
Capital Planning Advisors
California
$272K +$243K +1,175 New
TF
1699
Tompkins Financial
New York
$271K +$104K +500 +75%
FPFS
1700
First Personal Financial Services
North Carolina
$270K