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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1901
Gibbs Wealth Management
Georgia
$772K -$446K -1,044 -39%
WC
1902
Woodstock Corp
Massachusetts
$772K -$29.9K -70 -4%
JWM
1903
Jeppson Wealth Management
California
$772K
DWM
1904
Diversify Wealth Management
Utah
$771K -$104K -244 -15%
RZH
1905
Relyea Zuckerberg Hanson
Connecticut
$770K -$7.68K -18 -1%
VBFG
1906
Vishria Bird Financial Group
Tennessee
$768K +$854 +2 +0.1%
BEAM
1907
Baker Ellis Asset Management
Washington
$767K +$4.7K +11 +0.7%
TCG
1908
Transcendent Capital Group
Oklahoma
$765K +$11.1K +26 +2%
CHA
1909
Cooper/Haims Advisors
New York
$764K
CS
1910
Capital Square
Tennessee
$764K -$22.6K -53 -3%
AAF
1911
Andra AP-fonden
Sweden
$763K -$1.54M -3,600 -69%
MCP
1912
Militia Capital Partners
Nevada
$763K
PPA
1913
Pacific Point Advisors
California
$763K
PWP
1914
Pursue Wealth Partners
California
$763K
WMG
1915
WESCAP Management Group
California
$763K
MHR
1916
Matthew Hamilton Rosenberg
$763K +$20.9K +49 +3%
EGWAG
1917
Elwood & Goetz Wealth Advisory Group
Georgia
$762K +$83.7K +196 +14%
UAG
1918
United Advisor Group
Ohio
$762K +$294K +688 +76%
RMAM
1919
Raab & Moskowitz Asset Management
New Jersey
$761K -$64.5K -151 -9%
CA
1920
Crewe Advisors
Utah
$761K +$681K +1,595 New
WA
1921
WealthTrust Axiom
Pennsylvania
$761K
WWMSC
1922
Wagner Wealth Management (South Carolina)
South Carolina
$761K -$8.96K -21 -1%
PBK
1923
Peoples Bank (Kansas)
Kansas
$760K -$4.27K -10 -0.6%
MGAM
1924
McGowan Group Asset Management
Texas
$760K +$427 +1 +0.1%
MSF
1925
Mustard Seed Financial
Arkansas
$760K