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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2151
Childress Capital Advisors
Texas
$332K -$9.71K -28 -3%
GCP
2152
GSA Capital Partners
United Kingdom
$332K -$63.5K -183 -15%
PWM
2153
Purus Wealth Management
California
$331K -$11.8K -34 -3%
MAWA
2154
Moss Adams Wealth Advisors
Washington
$330K +$76.6K +221 +29%
SIM
2155
SSI Investment Management
California
$330K – – –
CFS
2156
Commonwealth Financial Services
West Virginia
$330K -$38.1K -110 -10%
WFC
2157
Western Financial Corp
California
$330K -$5.89K -17 -2%
Fidelity International
2158
Fidelity International
Bermuda
$330K -$13.2K -38 -4%
Walleye Capital
2159
Walleye Capital
New York
$329K -$2.09M -6,018 -86%
PA
2160
Planning Alternatives
Michigan
$328K +$342K +985 New
FG
2161
Foster Group
Iowa
$328K +$4.51K +13 +1%
FVWA
2162
Foster Victor Wealth Advisors
South Carolina
$326K +$44K +127 +16%
BIP
2163
Blueprint Investment Partners
North Carolina
$325K -$95.7K -276 -22%
CWM
2164
Centric Wealth Management
Illinois
$325K – – –
AAS
2165
Annex Advisory Services
Wisconsin
$323K -$21.2K -61 -6%
CCP
2166
Carmel Capital Partners
California
$323K +$28.1K +81 +9%
VPWA
2167
Vestia Personal Wealth Advisors
Indiana
$322K +$335K +967 New
CF
2168
Convergence Financial
Missouri
$320K +$334K +962 New
PFG
2169
PAX Financial Group
Texas
$320K +$48.2K +139 +17%
WMWM
2170
Whitaker-Myers Wealth Managers
Ohio
$319K +$44.7K +129 +16%
MWA
2171
Meridian Wealth Advisors
Texas
$319K -$19.8K -57 -6%
PVM
2172
Palogic Value Management
Texas
$319K +$1.39K +4 +0.4%
RWA
2173
Redhawk Wealth Advisors
Minnesota
$319K +$693 +2 +0.2%
SCP
2174
Sivia Capital Partners
California
$319K +$693 +2 +0.2%
NAG
2175
Northstar Advisory Group
New Jersey
$318K +$347 +1 +0.1%