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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AAG
1826
Armstrong Advisory Group
Massachusetts
$1.17M -$154K -277 -12%
JWM
1827
Jacksonville Wealth Management
Florida
$1.17M +$12.8K +23 +1%
OWP
1828
Obermeyer Wealth Partners
Colorado
$1.17M -$17.2K -31 -1%
DA
1829
Doliver Advisors
Texas
$1.17M -$65K -117 -5%
SP
1830
SmartHarvest Portfolios
Washington
$1.16M +$1.13M +2,031 New
NCM
1831
NCM Capital Management
New Jersey
$1.16M – – –
AIM
1832
Advyzon Investment Management
Illinois
$1.16M +$874K +1,573 +347%
WKWM
1833
Walter & Keenan Wealth Management
Indiana
$1.16M +$14.5K +26 +1%
AT
1834
Adelphi Trust
Florida
$1.16M +$1.12M +2,022 New
TIS
1835
Titan Investment Solutions
$1.15M +$1.12M +2,015 New
MWM
1836
Marion Wealth Management
Pennsylvania
$1.15M -$187K -337 -15%
6F
1837
626 Financial
Michigan
$1.15M -$6.11K -11 -0.5%
CWM
1838
Cahaba Wealth Management
Georgia
$1.15M -$8.89K -16 -0.8%
CF
1839
Claris Financial
Virginia
$1.15M +$26.1K +47 +2%
ACM
1840
Arcataur Capital Management
Wisconsin
$1.15M -$2.78K -5 -0.2%
AA
1841
Addison Advisors
Vermont
$1.15M -$262K -472 -19%
A
1842
AlphaQuest
New York
$1.15M +$76.1K +137 +7%
ZWA
1843
Zinnia Wealth Advisory
Florida
$1.15M +$1.11M +2,001 New
FFB
1844
First Financial Bankshares
Texas
$1.15M -$222K -399 -17%
SC
1845
Saybrook Capital
North Carolina
$1.15M – – –
S
1846
SimplyRich
California
$1.14M – – –
VC
1847
Veracity Capital
Georgia
$1.14M -$34.5K -62 -3%
BWM
1848
Base Wealth Management
Florida
$1.14M +$556 +1 +0.1%
MWP
1849
Meriwether Wealth & Planning
Louisiana
$1.14M +$148K +267 +16%
WC
1850
Waterloo Capital
Texas
$1.14M +$42.8K +77 +4%