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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1676
Sepio Capital
Utah
$384K +$65.1K +299 +23%
SG Americas Securities
1677
SG Americas Securities
New York
$384K -$7.1M -32,631 -95%
PWM
1678
PBMares Wealth Management
Virginia
$384K – – –
SIM
1679
SSI Investment Management
California
$384K – – –
ICM
1680
IMS Capital Management
Oregon
$383K – – –
PWP
1681
Pursue Wealth Partners
California
$383K – – –
WMG
1682
WESCAP Management Group
California
$383K – – –
TVAMP
1683
Tennessee Valley Asset Management Partners
Tennessee
$383K +$1.31K +6 +0.4%
PWM
1684
Paulson Wealth Management
Illinois
$382K +$347K +1,593 New
CFCI
1685
Comprehensive Financial Consultants Institutional
Indiana
$382K – – –
CWA
1686
Centennial Wealth Advisory
Michigan
$381K +$19.8K +91 +6%
ACA
1687
Affinity Capital Advisors
California
$380K +$871 +4 +0.3%
BMCM
1688
Bryn Mawr Capital Management
Pennsylvania
$378K +$344K +1,578 New
PCS
1689
Personal CFO Solutions
New Jersey
$378K +$343K +1,576 New
OA
1690
Operose Advisors
Wisconsin
$376K +$1.31K +6 +0.4%
GM
1691
GeoWealth Management
Illinois
$376K -$290K -1,332 -46%
TAIM
1692
TD Ameritrade Investment Management
Nebraska
$376K -$244K -1,119 -42%
SAS
1693
Sanford Advisory Services
Michigan
$376K – – –
SSW
1694
Smith Shellnut Wilson
Mississippi
$374K +$4.14K +19 +1%
WMA
1695
Wealth Management Associates
New Jersey
$374K +$15.5K +71 +5%
SWM
1696
Sugarloaf Wealth Management
Georgia
$373K -$23.3K -107 -6%
HIIFS
1697
Harel Insurance Investments & Financial Services
Israel
$373K -$161K -741 -32%
TWM
1698
TriaGen Wealth Management
California
$373K +$339K +1,556 New
EWA
1699
Exencial Wealth Advisors
Oklahoma
$372K +$36.1K +166 +12%
QFA
1700
Quantum Financial Advisors
California
$372K +$1.96K +9 +0.6%