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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1901
BayBridge Capital Group
California
$506K +$452K +1,414 New
WCA
1902
Waypoint Capital Advisors
Minnesota
$505K +$7.67K +24 +2%
AW
1903
Apricus Wealth
South Carolina
$504K
SIC
1904
SJS Investment Consulting
Ohio
$502K +$29.7K +93 +7%
BCMLT
1905
Beacon Capital Management LLC (Tennessee)
Tennessee
$501K +$32K +100 +8%
LCM
1906
Lazari Capital Management
California
$499K -$12.8K -40 -3%
CTA
1907
Chesley Taft & Associates
Illinois
$499K
OFS
1908
Orrstown Financial Services
Pennsylvania
$498K +$435K +1,360 New
WPC
1909
Waters Parkerson & Co
Louisiana
$498K +$15.7K +49 +4%
WW
1910
Westshore Wealth
California
$497K -$2.56K -8 -0.6%
BWM
1911
Birchcreek Wealth Management
Ohio
$496K
MGAM
1912
McGowan Group Asset Management
Texas
$495K +$639 +2 +0.1%
FCT
1913
First Community Trust
Iowa
$495K -$16K -50 -4%
EAM
1914
Evanson Asset Management
California
$495K
HA
1915
Herold Advisors
New York
$495K
CFC
1916
Coyle Financial Counsel
Illinois
$494K
SWM
1917
Seed Wealth Management
Illinois
$493K
PCS
1918
Personal CFO Solutions
New Jersey
$493K -$24K -75 -5%
SWM
1919
Sendero Wealth Management
Texas
$492K
GFG
1920
Goldstone Financial Group
Illinois
$492K +$9.59K +30 +2%
CA
1921
Cortland Associates
Missouri
$492K +$639 +2 +0.1%
BRA
1922
Bender Robert & Associates
California
$491K -$24K -75 -5%
BHBT
1923
Burke & Herbert Bank & Trust
Virginia
$490K -$82.5K -258 -16%
ETIA
1924
Epic Trust Investment Advisors
Washington
$487K +$23K +72 +6%
SAM
1925
Secure Asset Management
Michigan
$486K +$48.3K +151 +13%