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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2151
Purus Wealth Management
California
$331K -$11.8K -34 -3%
MAWA
2152
Moss Adams Wealth Advisors
Washington
$330K +$76.6K +221 +29%
SIM
2153
SSI Investment Management
California
$330K
CFS
2154
Commonwealth Financial Services
West Virginia
$330K -$38.1K -110 -10%
WFC
2155
Western Financial Corp
California
$330K -$5.89K -17 -2%
Fidelity International
2156
Fidelity International
Bermuda
$330K -$13.2K -38 -4%
Walleye Capital
2157
Walleye Capital
New York
$329K -$2.09M -6,018 -86%
PA
2158
Planning Alternatives
Michigan
$328K +$342K +985 New
FG
2159
Foster Group
Iowa
$328K +$4.51K +13 +1%
FVWA
2160
Foster Victor Wealth Advisors
South Carolina
$326K +$44K +127 +16%
BIP
2161
Blueprint Investment Partners
North Carolina
$325K -$95.7K -276 -22%
CWM
2162
Centric Wealth Management
Illinois
$325K
AAS
2163
Annex Advisory Services
Wisconsin
$323K -$21.2K -61 -6%
CCP
2164
Carmel Capital Partners
California
$323K +$28.1K +81 +9%
VPWA
2165
Vestia Personal Wealth Advisors
Indiana
$322K +$335K +967 New
CF
2166
Convergence Financial
Missouri
$320K +$334K +962 New
PFG
2167
PAX Financial Group
Texas
$320K +$48.2K +139 +17%
WMWM
2168
Whitaker-Myers Wealth Managers
Ohio
$319K +$44.7K +129 +16%
MWA
2169
Meridian Wealth Advisors
Texas
$319K -$19.8K -57 -6%
PVM
2170
Palogic Value Management
Texas
$319K +$1.39K +4 +0.4%
RWA
2171
Redhawk Wealth Advisors
Minnesota
$319K +$693 +2 +0.2%
SCP
2172
Sivia Capital Partners
California
$319K +$693 +2 +0.2%
NAG
2173
Northstar Advisory Group
New Jersey
$318K +$347 +1 +0.1%
CPW
2174
Crestmont Private Wealth
Texas
$318K +$113K +326 +52%
EBSAM
2175
Eubel Brady & Suttman Asset Management
Ohio
$318K +$85.3K +246 +35%