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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AHL
1901
Abel Hall LLC
Louisiana
$637K +$547K +1,641 New
SAG
1902
SageView Advisory Group
California
$636K +$30K +90 +7%
RIP
1903
Reliant Investment Partners
North Carolina
$635K -$11.3K -34 -2%
LSWP
1904
Liberty Square Wealth Partners
Pennsylvania
$635K
CBA
1905
Coastal Bridge Advisors
Connecticut
$634K +$6K +18 +1%
RZH
1906
Relyea Zuckerberg Hanson
Connecticut
$634K -$16.3K -49 -3%
FFG
1907
Frisch Financial Group
New York
$632K -$4.33K -13 -0.8%
GAM
1908
Gould Asset Management
California
$631K -$10K -30 -2%
CSA
1909
Cornerstone Select Advisors
Missouri
$629K -$26.7K -80 -5%
ARG
1910
Advisory Resource Group
Oklahoma
$628K -$7K -21 -1%
JWM
1911
Jeppson Wealth Management
California
$628K -$333 -1 -0.1%
WWMSC
1912
Wagner Wealth Management (South Carolina)
South Carolina
$627K +$246K +738 +84%
LC
1913
LCNB Corp
Ohio
$626K -$113K -339 -17%
OFS
1914
Orrstown Financial Services
Pennsylvania
$625K -$262K -785 -33%
NRC
1915
New Republic Capital
North Carolina
$625K -$6K -18 -1%
CWM
1916
Challenger Wealth Management
California
$624K +$2.33K +7 +0.4%
TA
1917
TFB Advisors
Kansas
$624K +$32.7K +98 +6%
VBFG
1918
Vishria Bird Financial Group
Tennessee
$624K
PBK
1919
Peoples Bank (Kansas)
Kansas
$622K
CHA
1920
Cooper/Haims Advisors
New York
$622K -$11.7K -35 -2%
CNB
1921
Camden National Bank
Maine
$621K -$5.33K -16 -1%
CBUSF
1922
Construction & Building Unions Superannuation Fund
Australia
$621K
PPA
1923
Pacific Point Advisors
California
$621K
PWP
1924
Pursue Wealth Partners
California
$621K
WMG
1925
WESCAP Management Group
California
$621K