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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
2276
Next Level Private
New York
$1.27M -$227K -258 -18%
DBFM
2277
Dickmeyer Boyce Financial Management
Indiana
$1.27M -$5.27K -6 -0.5%
AMM
2278
American Money Management
California
$1.26M +$878 +1 +0.1%
LBC
2279
Leigh Baldwin & Co
New York
$1.26M -$70.3K -80 -6%
IWS
2280
Integrity Wealth Solutions
Colorado
$1.26M +$878 +1 +0.1%
PIP
2281
Philadelphia Investment Partners
New Jersey
$1.26M – – –
AIM
2282
Avity Investment Management
Connecticut
$1.26M -$180K -205 -15%
MSCM
2283
McElhenny Sheffield Capital Management
Texas
$1.26M -$8.79K -10 -0.8%
OIS
2284
Okabena Investment Services
Minnesota
$1.25M – – –
ASBI
2285
American State Bank (Iowa)
Iowa
$1.25M +$58.9K +67 +6%
EWS
2286
Eagle Wealth Strategies
New Jersey
$1.25M +$3.51K +4 +0.3%
FOA
2287
Five Oceans Advisors
California
$1.25M -$4.39K -5 -0.4%
AWC
2288
Adamsbrown Wealth Consultants
Kansas
$1.25M -$2.63K -3 -0.3%
CWR
2289
Chico Wealth RIA
California
$1.25M +$12.3K +14 +1%
WW
2290
Westshore Wealth
California
$1.25M -$2.63K -3 -0.3%
BW
2291
Basepoint Wealth
Iowa
$1.25M -$58K -66 -5%
SFC
2292
SYM Financial Corp
Indiana
$1.25M +$84.3K +96 +9%
ACM
2293
AUA Capital Management
Pennsylvania
$1.25M – – –
SWM
2294
Shepherd Wealth Management
Ohio
$1.24M -$68.5K -78 -5%
PCH
2295
PGIM Custom Harvest
New Jersey
$1.24M +$320K +364 +45%
AWM
2296
Aviso Wealth Management
Washington
$1.24M +$34.3K +39 +3%
LCM
2297
Lazari Capital Management
California
$1.24M -$90.5K -103 -8%
PPWM
2298
Paragon Private Wealth Management
Kentucky
$1.24M +$22K +25 +2%
BF
2299
Brogan Financial
Tennessee
$1.24M +$1.76K +2 +0.2%
CPC
2300
Cookson Peirce & Co
Pennsylvania
$1.23M +$133K +151 +15%