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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1751
Summit Wealth Partners
Florida
$617K
FC
1752
Forte Capital
New York
$616K +$320 +1 +0.1%
KWM
1753
Kaydan Wealth Management
Michigan
$615K
HCM
1754
Hollencrest Capital Management
California
$611K -$2.88K -9 -0.5%
JWM
1755
Jeppson Wealth Management
California
$610K -$7.99K -25 -1%
ACM
1756
Arcataur Capital Management
Wisconsin
$608K
MA
1757
MBA Advisors
Pennsylvania
$608K -$38K -119 -7%
OFG
1758
Oxford Financial Group
Indiana
$607K +$191K +597 +56%
CA
1759
Crewe Advisors
Utah
$606K +$529K +1,655 New
WDA
1760
Wendell David Associates
New Hampshire
$606K
TVAMP
1761
Tennessee Valley Asset Management Partners
Tennessee
$605K -$525K -1,642 -50%
VF
1762
Virtu Financial
New York
$604K +$527K +1,648 New
FBC
1763
Fairfield, Bush & Co
Connecticut
$603K -$959 -3 -0.2%
CFCI
1764
Comprehensive Financial Consultants Institutional
Indiana
$603K +$43.1K +135 +9%
MCWA
1765
Meadow Creek Wealth Advisors
Georgia
$602K -$17.6K -55 -3%
WMA
1766
West Michigan Advisors
Michigan
$601K +$38.7K +121 +8%
FB
1767
Fulton Bank
Pennsylvania
$601K -$177K -554 -25%
MW
1768
MBL Wealth
North Carolina
$600K -$54.3K -170 -9%
OCM
1769
Objective Capital Management
Ohio
$599K +$55.9K +175 +12%
WA
1770
WealthTrust Axiom
Pennsylvania
$597K +$639 +2 +0.1%
OA
1771
Operose Advisors
Wisconsin
$597K +$1.6K +5 +0.3%
SFP
1772
Sweet Financial Partners
Minnesota
$596K +$639 +2 +0.1%
BFA
1773
Beaumont Financial Advisors
Massachusetts
$595K +$1.92K +6 +0.4%
AFM
1774
Armstrong Fleming & Moore
District of Columbia
$594K
UBV
1775
United Bank (Virginia)
Virginia
$594K