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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ARG
1751
Advisory Resource Group
Oklahoma
$619K -$16K -50 -3%
HW
1752
Hamilton Wealth
California
$618K +$539K +1,686 New
SWP
1753
Summit Wealth Partners
Florida
$617K – – –
FC
1754
Forte Capital
New York
$616K +$320 +1 +0.1%
KWM
1755
Kaydan Wealth Management
Michigan
$615K – – –
HCM
1756
Hollencrest Capital Management
California
$611K -$2.88K -9 -0.5%
JWM
1757
Jeppson Wealth Management
California
$610K -$7.99K -25 -1%
ACM
1758
Arcataur Capital Management
Wisconsin
$608K – – –
MA
1759
MBA Advisors
Pennsylvania
$608K -$38K -119 -7%
OFG
1760
Oxford Financial Group
Indiana
$607K +$191K +597 +56%
CA
1761
Crewe Advisors
Utah
$606K +$529K +1,655 New
WDA
1762
Wendell David Associates
New Hampshire
$606K – – –
TVAMP
1763
Tennessee Valley Asset Management Partners
Tennessee
$605K -$525K -1,642 -50%
VF
1764
Virtu Financial
New York
$604K +$527K +1,648 New
FBC
1765
Fairfield, Bush & Co
Connecticut
$603K -$959 -3 -0.2%
CFCI
1766
Comprehensive Financial Consultants Institutional
Indiana
$603K +$43.1K +135 +9%
MCWA
1767
Meadow Creek Wealth Advisors
Georgia
$602K -$17.6K -55 -3%
WMA
1768
West Michigan Advisors
Michigan
$601K +$38.7K +121 +8%
Fulton Bank
1769
Fulton Bank
Pennsylvania
$601K -$177K -554 -25%
MW
1770
MBL Wealth
North Carolina
$600K -$54.3K -170 -9%
OCM
1771
Objective Capital Management
Ohio
$599K +$55.9K +175 +12%
WA
1772
WealthTrust Axiom
Pennsylvania
$597K +$639 +2 +0.1%
OA
1773
Operose Advisors
Wisconsin
$597K +$1.6K +5 +0.3%
SFP
1774
Sweet Financial Partners
Minnesota
$596K +$639 +2 +0.1%
BFA
1775
Beaumont Financial Advisors
Massachusetts
$595K +$1.92K +6 +0.4%