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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2226
Crowley Wealth Management
Delaware
$504K
MWA
2227
Miller Wealth Advisors
Colorado
$504K
FHB
2228
First Hawaiian Bank
Hawaii
$504K +$5.12K +12 +1%
BWP
2229
Balboa Wealth Partners
Arizona
$503K -$12.8K -30 -3%
AFA
2230
Antonelli Financial Advisors
Michigan
$503K
CFS
2231
Commonwealth Financial Services
West Virginia
$503K +$29.5K +69 +7%
CWA
2232
Clarity Wealth Advisors
California
$502K -$11.1K -26 -2%
AI
2233
AdvisorShares Investments
Maryland
$501K +$448K +1,050 New
RWM
2234
Rockline Wealth Management
New York
$501K
LWM
2235
LJI Wealth Management
Indiana
$501K -$32.4K -76 -7%
VP
2236
Verum Partners
North Carolina
$500K -$4.7K -11 -1%
FBT
2237
First Bankers Trust
Kentucky
$500K
LBC
2238
Leigh Baldwin & Co
New York
$499K +$17.1K +40 +4%
LIA
2239
Lynx Investment Advisory
District of Columbia
$498K +$4.27K +10 +1%
RFA
2240
Register Financial Advisors
Georgia
$497K +$1.71K +4 +0.4%
ECM
2241
Elgethun Capital Management
South Dakota
$496K
TC
2242
Touchstone Capital
Pennsylvania
$495K +$443K +1,038 New
SPWG
2243
Syntegra Private Wealth Group
Missouri
$495K +$10.2K +24 +2%
AWM
2244
Angeles Wealth Management
California
$493K +$10.7K +25 +2%
CVA
2245
Central Valley Advisors
California
$492K +$23.5K +55 +6%
MAWA
2246
Moss Adams Wealth Advisors
Washington
$491K +$49.9K +117 +13%
DOA
2247
D'Orazio & Associates
Virginia
$491K +$7.26K +17 +2%
SWIM
2248
Smallwood Wealth Investment Management
New Jersey
$491K
NBWM
2249
North Berkeley Wealth Management
California
$491K
NEWAS
2250
N.E.W. Advisory Services
Wisconsin
$490K