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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1776
Sippican Capital Advisors
Massachusetts
$1.56M -$208K -300 -12%
PAMG
1777
Patton Albertson Miller Group
Tennessee
$1.55M +$22.2K +32 +1%
RFS
1778
RM Financial Services
Maine
$1.55M -$13.9K -20 -0.9%
SIA
1779
Strategic Investment Advisors
Michigan
$1.55M -$166K -240 -10%
LOWM
1780
Laurel Oak Wealth Management
New Jersey
$1.55M -$68.6K -99 -4%
CM
1781
Cercano Management
Washington
$1.54M – – –
LCM
1782
LVM Capital Management
Michigan
$1.53M – – –
IC
1783
Inscription Capital
Texas
$1.53M -$670K -968 -31%
MWA
1784
Monograph Wealth Advisors
California
$1.53M -$554K -800 -27%
AWM
1785
Aberdeen Wealth Management
Illinois
$1.53M – – –
APA
1786
Astoria Portfolio Advisors
New York
$1.52M +$29.1K +42 +2%
TWM
1787
Thrive Wealth Management
Pennsylvania
$1.52M +$30.5K +44 +2%
YP
1788
YANKCOM Partnership
South Dakota
$1.52M -$253K -366 -15%
Cassaday & Co Wealth Management
1789
Cassaday & Co Wealth Management
Virginia
$1.51M -$56.8K -82 -4%
SPC
1790
Spirepoint Private Client
Florida
$1.51M -$2.77K -4 -0.2%
SFG
1791
Sovereign Financial Group
Connecticut
$1.51M +$24.9K +36 +2%
TCP
1792
TMB Capital Partners
Arkansas
$1.51M -$85.9K -124 -5%
IAAG
1793
Innovative Asset Advisors Group
Connecticut
$1.51M +$1.48M +2,132 New
MIC
1794
Means Investment Company
Maine
$1.51M -$15.9K -23 -1%
SWM
1795
SHP Wealth Management
Massachusetts
$1.51M -$74.1K -107 -5%
PFSC
1796
Peoples Financial Services Corp
Pennsylvania
$1.51M -$22.2K -32 -1%
SageView Advisory Group
1797
SageView Advisory Group
California
$1.5M -$103K -149 -7%
CWA
1798
Clarus Wealth Advisors
Arizona
$1.5M +$42.2K +61 +3%
WAL
1799
W Advisors LLC
Tennessee
$1.5M +$693 +1 +0%
MCA
1800
Martin Capital Advisors
Texas
$1.5M – – –