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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1876
FMB Wealth Management
California
$280K +$255K +1,170 New
SCP
1877
Shorepoint Capital Partners
Massachusetts
$280K +$255K +1,170 New
GWM
1878
GSB Wealth Management
Connecticut
$280K +$254K +1,168 New
T
1879
TCWP
Ohio
$280K +$254K +1,168 New
BCG
1880
Breakwater Capital Group
New Jersey
$279K +$254K +1,165 New
JWM
1881
Jessup Wealth Management
Ohio
$278K +$252K +1,159 New
D
1882
Dentgroup
Louisiana
$277K +$218 +1 +0.1%
RCWM
1883
Royal Capital Wealth Management
Indiana
$277K +$252K +1,158 New
EWM
1884
Executive Wealth Management
Michigan
$276K +$251K +1,153 New
EBA
1885
Eagle Bay Advisors
New York
$276K +$38.8K +178 +18%
F
1886
F3Logic
Minnesota
$275K +$249K +1,146 New
GBS
1887
Gallagher Benefit Services
Illinois
$275K +$249K +1,146 New
ETIA
1888
Epic Trust Investment Advisors
Washington
$274K +$249K +1,145 New
BFG
1889
Beacon Financial Group
Texas
$273K +$248K +1,137 New
CCG
1890
Coastwise Capital Group
California
$273K +$248K +1,140 New
SW
1891
SkyOak Wealth
Michigan
$273K +$248K +1,139 New
SIA
1892
Sage Investment Advisers
New York
$272K +$247K +1,135 New
OC
1893
Oakworth Capital
Alabama
$272K -$3.92K -18 -2%
ACM
1894
AUA Capital Management
Pennsylvania
$271K – – –
KAM
1895
KEB Asset Management
Illinois
$271K +$247K +1,133 New
TA
1896
Tiedemann Advisors
New York
$271K +$246K +1,132 New
AWG
1897
Altus Wealth Group
Colorado
$271K -$91.9K -422 -27%
LWM
1898
LJI Wealth Management
Indiana
$269K +$244K +1,122 New
OPTFSNA
1899
Old Point Trust & Financial Services N A
Virginia
$268K +$244K +1,120 New
SCM
1900
Spring Capital Management
Texas
$268K +$244K +1,120 New