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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1926
Sage Mountain Advisors
Georgia
$260K +$236K +1,085 New
SL
1927
Sentinus LLC
Illinois
$260K +$232K +1,068 New
FG
1928
Foster Group
Iowa
$259K +$236K +1,082 New
CAWM
1929
Capital Advisors Wealth Management
Washington
$259K +$235K +1,081 New
ACA
1930
Anchor Capital Advisors
Massachusetts
$259K +$235K +1,080 New
PPP
1931
Private Portfolio Partners
New Jersey
$258K -$190K -874 -45%
CWA
1932
Consilium Wealth Advisory
Texas
$258K +$234K +1,077 New
SCM
1933
Silvant Capital Management
Georgia
$258K – – –
BFO
1934
Boston Family Office
Massachusetts
$257K +$233K +1,072 New
KIA
1935
KLR Investment Advisors
Rhode Island
$256K +$233K +1,069 New
CCA
1936
Childress Capital Advisors
Texas
$256K +$232K +1,068 New
MJRIC
1937
Mogy Joel R Investment Counsel
California
$254K +$231K +1,060 New
WDG
1938
Wealth Dimensions Group
Ohio
$254K +$231K +1,059 New
LT
1939
Legacy Trust
Michigan
$252K +$229K +1,054 New
HHGA
1940
Halbert Hargrove Global Advisors
California
$252K +$229K +1,053 New
KIG
1941
Kessler Investment Group
Indiana
$252K +$3.48K +16 +2%
WRM
1942
Weybosset Research & Management
Rhode Island
$252K +$229K +1,050 New
AWM
1943
Avior Wealth Management
Nebraska
$252K +$22.2K +102 +11%
BA
1944
Bennicas & Associates
California
$252K +$229K +1,050 New
GIM
1945
Greylin Investment Management
Virginia
$252K +$229K +1,050 New
BWM
1946
BlackDiamond Wealth Management
New York
$251K +$218K +1,003 New
CAC
1947
Certified Advisory Corp
Florida
$250K +$227K +1,044 New
MS
1948
Maven Securities
Jersey
$250K -$698K -3,206 -75%
JC
1949
JB Capital
Connecticut
$250K +$227K +1,043 New
LAM
1950
LifePro Asset Management
California
$250K +$227K +1,043 New