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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
2101
TBH Global Asset Management
Tennessee
$842K +$141K +254 +21%
PWS
2102
Precision Wealth Strategies
Missouri
$842K -$28.3K -51 -3%
AIM
2103
Athena Investment Management
California
$840K -$12.8K -23 -2%
RFG
2104
Range Financial Group
Oregon
$840K +$6.67K +12 +0.8%
HC
2105
Hara Capital
Washington
$839K – – –
AIM
2106
Aigen Investment Management
New York
$836K +$811K +1,459 New
PFG
2107
Pinnacle Financial Group
Illinois
$835K +$1.67K +3 +0.2%
MCP
2108
Mirador Capital Partners
California
$834K – – –
Legacy Financial Group (Iowa)
2109
Legacy Financial Group (Iowa)
Iowa
$834K +$28.3K +51 +4%
AGWCA
2110
Annis Gardner Whiting Capital Advisors
Florida
$832K +$391K +703 +94%
AA
2111
Acorns Advisers
California
$832K +$65.6K +118 +9%
SWMG
2112
Sanchez Wealth Management Group
Florida
$829K +$1.67K +3 +0.2%
FC
2113
FCA Corp
Texas
$828K – – –
CCA
2114
Carrera Capital Advisors
Michigan
$827K +$34.5K +62 +4%
JTF
2115
J. Team Financial
Texas
$827K +$122K +219 +18%
WDA
2116
Wendell David Associates
New Hampshire
$827K – – –
AWM
2117
Angeles Wealth Management
California
$827K +$227K +409 +40%
GCP
2118
GSA Capital Partners
United Kingdom
$826K -$763K -1,373 -49%
CRI
2119
Colonial River Investments
Virginia
$826K +$465K +836 +138%
SCM
2120
Sandler Capital Management
New York
$824K -$2.44M -4,397 -75%
WFA
2121
WestHill Financial Advisors
California
$823K +$113K +204 +17%
QFW
2122
QTR Family Wealth
Florida
$823K +$61.7K +111 +11%
CWM
2123
CarsonAllaria Wealth Management
Illinois
$822K +$556 +1 +0.1%
COCM
2124
Charter Oak Capital Management
New Hampshire
$821K +$35K +63 +5%
BWM
2125
Baron Wealth Management
Michigan
$819K +$46.7K +84 +6%