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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1851
Acorn Financial Advisory Services
Virginia
$235K – – –
OC
1852
Oakworth Capital
Alabama
$235K – – –
PRWA
1853
Platte River Wealth Advisors
Colorado
$235K +$215K +1,070 New
CWA
1854
Canvas Wealth Advisors
Kansas
$235K +$229K +1,135 New
CVM
1855
Cheviot Value Management
California
$234K – – –
ASC
1856
Atalanta Sosnoff Capital
New York
$234K +$7.25K +36 +3%
SN
1857
Sittner & Nelson
Oregon
$232K +$201 +1 +0.1%
CWMGP
1858
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$232K +$226K +1,120 New
EBSAM
1859
Eubel Brady & Suttman Asset Management
Ohio
$232K +$226K +1,120 New
SCM
1860
Spring Capital Management
Texas
$232K +$226K +1,120 New
IP
1861
Isthmus Partners
Wisconsin
$229K – – –
SW
1862
SkyOak Wealth
Michigan
$229K – – –
RFN
1863
RDA Financial Network
Iowa
$228K -$211K -1,048 -49%
AWAG
1864
ARS Wealth Advisors Group
Florida
$228K +$12.1K +60 +6%
HA
1865
Herold Advisors
New York
$227K +$40.3K +200 +22%
GC
1866
Grace Capital
Massachusetts
$227K +$60.4K +300 +38%
GWS
1867
Glassman Wealth Services
Virginia
$227K +$111K +551 +100%
EIP
1868
Ellis Investment Partners
Pennsylvania
$226K +$604 +3 +0.3%
AWM
1869
Act Wealth Management
Texas
$226K +$13.1K +65 +6%
CWA
1870
Consilium Wealth Advisory
Texas
$226K +$220K +1,092 New
HC
1871
Hourglass Capital
Texas
$226K +$220K +1,092 New
VA
1872
Valmark Advisers
Ohio
$225K -$403 -2 -0.2%
AA
1873
Alesco Advisors
New York
$224K – – –
IFAM
1874
Institutional & Family Asset Management
Colorado
$224K +$1.01K +5 +0.5%
VF
1875
Vista Finance
Missouri
$224K +$219K +1,086 New