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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1776
Armstrong Fleming & Moore
District of Columbia
$594K – – –
UBV
1777
United Bank (Virginia)
Virginia
$594K – – –
Check Capital Management
1778
Check Capital Management
California
$593K -$32K -100 -6%
CA
1779
Claro Advisors
Massachusetts
$592K +$99.7K +312 +24%
ODA
1780
One Degree Advisors
California
$592K – – –
VAM
1781
Verity Asset Management
North Carolina
$591K -$18.9K -59 -4%
BFS
1782
Bard Financial Services
Connecticut
$590K -$79.9K -250 -13%
BWP
1783
BSW Wealth Partners
Colorado
$590K +$147K +461 +40%
SPIS
1784
Steward Partners Investment Solutions
Oregon
$590K +$514K +1,609 New
VBFG
1785
Vishria Bird Financial Group
Tennessee
$588K – – –
BAM
1786
Blueshift Asset Management
New Jersey
$587K -$189K -591 -27%
RCA
1787
Resonant Capital Advisors
Wisconsin
$587K +$89.2K +279 +21%
CHA
1788
Cooper/Haims Advisors
New York
$587K -$16.6K -52 -3%
PWP
1789
Pursue Wealth Partners
California
$586K – – –
WMG
1790
WESCAP Management Group
California
$586K – – –
MCB
1791
Morton Community Bank
Illinois
$585K +$256K +800 +100%
TWM
1792
Tradition Wealth Management
Minnesota
$584K +$11.2K +35 +2%
DCM
1793
Dudley Capital Management
Virginia
$584K +$134K +420 +35%
VHAM
1794
Van Hulzen Asset Management
California
$584K +$81.2K +254 +19%
KA
1795
Kozak & Associates
Colorado
$583K +$65.2K +204 +14%
AT
1796
Arvest Trust
Oklahoma
$582K +$508K +1,589 New
BB
1797
Burford Brothers
Texas
$581K +$1.28K +4 +0.3%
HGERS
1798
Householder Group Estate & Retirement Specialist
Arizona
$580K +$63.9K +200 +14%
RPWA
1799
Regent Peak Wealth Advisors
Georgia
$579K +$3.52K +11 +0.7%
OPPS
1800
Obsidian Personal Planning Solutions
Maryland
$575K -$60.7K -190 -10%