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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
1801
Davidson Investment Advisors
Montana
$575K – – –
BWM
1802
BCS Wealth Management
Tennessee
$574K – – –
MFG
1803
Monte Financial Group
Connecticut
$573K -$4.52M -14,150 -90%
TTWM
1804
TCV Trust & Wealth Management
Virginia
$573K – – –
RWM
1805
RKL Wealth Management
Pennsylvania
$572K +$33.9K +106 +7%
FA
1806
Fagan Associates
New York
$572K +$40K +125 +9%
SC
1807
Sepio Capital
Utah
$570K -$86.9K -272 -15%
QC
1808
Quent Capital
New York
$570K +$48.3K +151 +11%
CRWM
1809
Castle Rock Wealth Management
California
$569K +$70.3K +220 +15%
APW
1810
Austin Private Wealth
Texas
$569K +$13.4K +42 +3%
QFA
1811
Quantum Financial Advisors
California
$569K – – –
BIA
1812
Bigelow Investment Advisors
Maine
$568K +$7.67K +24 +2%
FFC
1813
First Financial Corp
Indiana
$568K -$185K -578 -27%
SSW
1814
Smith Shellnut Wilson
Mississippi
$568K – – –
CC
1815
Callan Capital
California
$568K +$102K +320 +26%
SWMG
1816
Sanchez Wealth Management Group
Florida
$567K +$2.24K +7 +0.5%
CNB
1817
Camden National Bank
Maine
$567K -$18.9K -59 -4%
WSWA
1818
Warren Street Wealth Advisors
California
$566K +$3.2K +10 +0.7%
VPP
1819
Vertex Planning Partners
Illinois
$566K -$6.39K -20 -1%
MAG
1820
MRA Advisory Group
New Jersey
$566K +$77.3K +242 +19%
MPM
1821
MBB Public Markets
Illinois
$565K +$493K +1,541 New
SA
1822
SAM Advisors
California
$564K – – –
Larson Financial Group
1823
Larson Financial Group
Missouri
$564K +$63.3K +198 +15%
WFI
1824
West Family Investments
California
$564K – – –
SFG
1825
Sunburst Financial Group
Alabama
$563K -$17.3K -54 -3%