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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
2101
Van Hulzen Asset Management
California
$1.07M -$145K -209 -12%
MFA
2102
Millington Financial Advisors
Illinois
$1.07M +$1.39K +2 +0.2%
RF
2103
Rossby Financial
Florida
$1.07M +$99.7K +144 +11%
USB
2104
Union Savings Bank
Connecticut
$1.07M – – –
NL
2105
NVWM LLC
Pennsylvania
$1.07M -$392K -566 -27%
JWM
2106
Jeppson Wealth Management
California
$1.06M -$34.6K -50 -3%
CCM
2107
Chickasaw Capital Management
Tennessee
$1.06M – – –
SGC
2108
Slocum, Gordon & Co
Rhode Island
$1.06M -$693K -1,000 -40%
RC
2109
RBO & Co
California
$1.06M – – –
FAL
2110
Focused Alpha LLC
Colorado
$1.06M +$328K +474 +47%
MAG
2111
MRA Advisory Group
New Jersey
$1.06M -$45K -65 -4%
LT
2112
Legacy Trust
Michigan
$1.06M -$149K -215 -13%
TBNY
2113
Trustco Bank (New York)
New York
$1.05M – – –
WPC
2114
Waters Parkerson & Co
Louisiana
$1.05M – – –
FA
2115
FSA Advisors
Michigan
$1.05M +$753K +1,087 +272%
EW
2116
Expressive Wealth
Illinois
$1.05M +$24.2K +35 +3%
TSW
2117
Three Seasons Wealth
Utah
$1.05M +$204K +295 +25%
TPA
2118
Trivium Point Advisory
Connecticut
$1.05M -$1.2M -1,738 -54%
CIAM
2119
Caitong International Asset Management
Hong Kong
$1.05M +$1.02M +1,479 New
5NPW
2120
55 North Private Wealth
Florida
$1.05M +$76.2K +110 +8%
BW
2121
Bravera Wealth
North Dakota
$1.05M – – –
CH
2122
Cromwell Holdings
Wyoming
$1.05M – – –
TIA
2123
Teucrium Investment Advisors
Vermont
$1.04M -$912K -1,317 -47%
OWM
2124
OneAscent Wealth Management
Alabama
$1.04M -$1.39K -2 -0.1%
Jump Financial
2125
Jump Financial
Illinois
$1.04M -$3.47M -5,009 -77%