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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1826
Capital Advisory Group Advisory Services
Minnesota
$36K – – –
DWP
1827
Destiny Wealth Partners
Florida
$36K +$33.9K +200 New
BAM
1828
Bellevue Asset Management
Washington
$34K – – –
EW
1829
Evoke Wealth
California
$34K – – –
OIM
1830
Oder Investment Management
California
$34K +$31.2K +184 New
RAM
1831
Riggs Asset Management
Pennsylvania
$33K -$33.9K -200 -52%
WWM
1832
Wolff Wiese Magana
California
$33K +$30.9K +182 New
LF
1833
Lee Financial
Texas
$32K -$2.21K -13 -7%
APWM
1834
Atlas Private Wealth Management
New York
$32K – – –
MSFP
1835
Mark Sheptoff Financial Planning
Connecticut
$32K +$21.5K +127 +254%
FPW
1836
Flagship Private Wealth
Massachusetts
$31.6K +$29.7K +175 New
HFS
1837
HBC Financial Services
Washington
$31K +$27.5K +162 New
IPW
1838
IronBridge Private Wealth
Texas
$30K +$27.6K +163 New
MWC
1839
MBM Wealth Consultants
Missouri
$28K -$28K -165 -52%
Loomis, Sayles & Company
1840
Loomis, Sayles & Company
Massachusetts
$28K -$2.21K -13 -8%
ITFISA
1841
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$26.2K +$24.4K +144 New
LS
1842
Leelyn Smith
Illinois
$26K – – –
GFPC
1843
Global Financial Private Client
Florida
$25.7K -$32.2K -190 -57%
FPB
1844
First PREMIER Bank
South Dakota
$23K – – –
MWP
1845
Meridian Wealth Partners
Pennsylvania
$22K +$20.4K +120 New
RIM
1846
Rockbridge Investment Management
New York
$21K – – –
CH
1847
Canton Hathaway
Rhode Island
$21K +$20K +118 New
CWM
1848
Curi Wealth Management
North Carolina
$21K +$20.4K +120 New
CA
1849
Crewe Advisors
Utah
$19K -$1.02K -6 -5%
FCM
1850
Firestone Capital Management
Florida
$19K – – –