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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AG
2076
Ascent Group
Virginia
$445K +$63.9K +185 +19%
VCM
2077
Virtue Capital Management
Tennessee
$444K -$49.4K -143 -11%
WIM
2078
Warwick Investment Management
Texas
$444K +$7.6K +22 +2%
WCM
2079
WealthBridge Capital Management
Ohio
$443K +$69.1K +200 +21%
AA
2080
Alesco Advisors
New York
$441K – – –
ACA
2081
Anchor Capital Advisors
Massachusetts
$441K – – –
RWM
2082
Rockline Wealth Management
New York
$441K – – –
CFIA
2083
Cantor Fitzgerald Investment Advisors
New York
$440K +$389K +1,126 New
RFA
2084
Register Financial Advisors
Georgia
$439K +$345 +1 +0.1%
FA
2085
FSA Advisors
Michigan
$439K +$691 +2 +0.2%
BWM
2086
Baron Wealth Management
Michigan
$438K +$6.56K +19 +2%
GWMR
2087
GC Wealth Management RIA
Massachusetts
$438K -$15.9K -46 -4%
WP
2088
WealthShield Partners
North Carolina
$438K +$67K +194 +21%
HKIMG
2089
Hutchens & Kramer Investment Management Group
Indiana
$438K +$35.9K +104 +10%
MWM
2090
Mindset Wealth Management
Indiana
$437K +$386K +1,118 New
NWWA
2091
New Wave Wealth Advisors
Arkansas
$437K -$33.5K -97 -8%
HOWA
2092
Heritage Oak Wealth Advisors
Florida
$437K +$386K +1,118 New
HCM
2093
Hengehold Capital Management
Ohio
$436K +$27.6K +80 +8%
FI
2094
Finivi Inc
Massachusetts
$436K -$2.76K -8 -0.7%
TIM
2095
Tortoise Investment Management
New York
$436K -$20.7K -60 -5%
Fidelity International
2096
Fidelity International
Bermuda
$436K +$42.5K +123 +12%
SCI
2097
Silver Coast Investments
United States
$435K -$4.14K -12 -1%
SCP
2098
Sivia Capital Partners
California
$434K +$52.5K +152 +16%
IP
2099
Isthmus Partners
Wisconsin
$433K -$51.8K -150 -12%
PG
2100
Prostatis Group
Maryland
$433K -$16.2K -47 -4%