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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1901
Wealth Management Associates
New Jersey
$478K
COCM
1902
Charter Oak Capital Management
New Hampshire
$478K -$95.4K -275 -16%
SCA
1903
Sandy Cove Advisors
Massachusetts
$478K +$2.43K +7 +0.5%
CWM
1904
CarsonAllaria Wealth Management
Illinois
$478K
SAG
1905
SageView Advisory Group
California
$477K +$59.6K +172 +14%
MLFP
1906
MPS Loria Financial Planners
Illinois
$476K +$693 +2 +0.1%
WA
1907
Wealth Alliance
New York
$475K +$1.73K +5 +0.4%
BSA
1908
Braun Stacey Associates
New York
$475K
PCMC
1909
Planning Capital Management Corporation
Pennsylvania
$472K +$443K +1,278 +919%
EFSCE
1910
Enterprise Financial Services Corp (EFSC)
Missouri
$470K +$10.1K +29 +2%
LCM
1911
Leisure Capital Management
California
$470K +$489K +1,411 New
BF
1912
Blankinship & Foster
California
$470K
IA
1913
Insight Advisors
Pennsylvania
$470K +$37.8K +109 +8%
MCM
1914
Mengis Capital Management
Oregon
$470K -$1.25M -3,617 -72%
SWA
1915
SFMG Wealth Advisors
Texas
$469K +$5.2K +15 +1%
AA
1916
Alta Advisers
United Kingdom
$466K
IIM
1917
Ironwood Investment Management
Massachusetts
$466K
SC
1918
Schulhoff & Co
Ohio
$466K
WCA
1919
Waypoint Capital Advisors
Minnesota
$465K +$5.89K +17 +1%
FWM
1920
Fingerlakes Wealth Management
New York
$464K +$1.73K +5 +0.4%
MS
1921
Maven Securities
Jersey
$464K +$483K +1,392 New
AW
1922
Apricus Wealth
South Carolina
$463K +$4.85K +14 +1%
LCM
1923
Lazari Capital Management
California
$462K +$7.97K +23 +2%
WFA
1924
WestHill Financial Advisors
California
$462K
NB
1925
Northwest Bancshares
Pennsylvania
$461K -$18.4K -53 -4%