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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1951
Fortis Capital Management
Washington
$1.87M -$17.6K -20 -1%
FA
1952
Fagan Associates
New York
$1.87M +$123K +140 +9%
AHL
1953
Abel Hall LLC
Louisiana
$1.87M +$16.7K +19 +1%
EAM
1954
Empirical Asset Management
Massachusetts
$1.86M +$171K +195 +13%
CHJWM
1955
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.86M -$37.8K -43 -2%
DE
1956
Defiance ETFs
New York
$1.86M +$257K +293 +18%
TW
1957
Tempo Wealth
Ohio
$1.86M +$284K +323 +23%
TTWM
1958
TCV Trust & Wealth Management
Virginia
$1.86M +$3.51K +4 +0.2%
FWP
1959
Firethorn Wealth Partners
Georgia
$1.86M -$492K -560 -24%
WMA
1960
West Michigan Advisors
Michigan
$1.85M -$3.14M -3,569 -67%
QFA
1961
Quantum Financial Advisors
California
$1.85M +$64.1K +73 +4%
TWP
1962
Triad Wealth Partners
Kansas
$1.85M +$789K +898 +68%
VAG
1963
VisionPoint Advisory Group
Texas
$1.85M +$50.1K +57 +3%
OCM
1964
Orser Capital Management
Texas
$1.84M
LF
1965
LifeSteps Financial
California
$1.84M -$3.51K -4 -0.2%
PWW
1966
Pettyjohn Wood & White
Virginia
$1.84M +$27.2K +31 +2%
BWM
1967
Base Wealth Management
Florida
$1.84M
ZWA
1968
Zinnia Wealth Advisory
Florida
$1.83M +$5.27K +6 +0.3%
GPWM
1969
Grant Private Wealth Management
California
$1.83M +$106K +121 +8%
WQ
1970
Wealth Quarterback
New Jersey
$1.83M +$1.76K +2 +0.1%
VW
1971
Vantus Wealth
Pennsylvania
$1.83M +$1.51M +1,719 New
CCM
1972
Check Capital Management
California
$1.83M
BWA
1973
Basecamp Wealth Advisors
Washington
$1.83M +$6.15K +7 +0.4%
GS
1974
GWN Securities
Florida
$1.83M -$58K -66 -4%
PUI
1975
Purpose Unlimited Inc
$1.82M +$109K +124 +8%