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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EI
1926
EDMP Inc
Florida
$286K +$260K +1,164 New
CAWM
1927
Capital Advisors Wealth Management
Washington
$286K +$18.1K +81 +7%
D
1928
Dentgroup
Louisiana
$285K +$223 +1 +0.1%
TSS
1929
Two Sigma Securities
New York
$285K -$2.77M -12,439 -91%
BWP
1930
Baldwin Wealth Partners
Massachusetts
$284K -$223K -1,000 -46%
CWA
1931
CM Wealth Advisors
Ohio
$284K -$1.22M -5,471 -83%
NWM
1932
Northcape Wealth Management
New York
$284K -$59.5K -267 -19%
SAS
1933
Stelac Advisory Services
New York
$284K -$22.1K -99 -8%
SW
1934
SkyOak Wealth
Michigan
$283K
GFA
1935
Gallagher Fiduciary Advisors
Illinois
$281K -$18.1K -81 -7%
FPWM
1936
FSB Premier Wealth Management
Iowa
$281K -$8.7K -39 -3%
CCG
1937
Coastwise Capital Group
California
$281K +$1.11K +5 +0.4%
AO
1938
Advisor OS
Illinois
$281K +$34.6K +155 +16%
CTC
1939
Corundum Trust Company
South Dakota
$281K +$254K +1,141 New
NFSG
1940
Newbridge Financial Services Group
Florida
$279K +$17.4K +78 +7%
FA
1941
Financial Advisors
Massachusetts
$278K +$252K +1,130 New
TA
1942
Tiedemann Advisors
New York
$277K -$2.45K -11 -1%
BA
1943
Bristlecone Advisors
Washington
$276K +$8.92K +40 +4%
LWM
1944
LJI Wealth Management
Indiana
$276K +$3.99M +17,889 +1,594%
WAM
1945
WNY Asset Management
New York
$276K -$11.1K -50 -4%
SCM
1946
Spring Capital Management
Texas
$276K
IFAM
1947
Institutional & Family Asset Management
Colorado
$275K +$1.34K +6 +0.5%
BBNA
1948
Bremer Bank National Association
Minnesota
$275K
DTC
1949
Davidson Trust Company
Washington
$275K
JF
1950
JSF Financial
California
$274K