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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2276
HighMark Wealth Management
Minnesota
$96K
FMTCOCP
2277
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K
CA
2278
Centerpoint Advisors
Massachusetts
$93K
HT
2279
Headlands Technologies
Illinois
$89.3K +$88.7K +327 New
CCA
2280
Column Capital Advisors
Indiana
$87.4K -$1.63K -6 -2%
RWM
2281
Ruedi Wealth Management
Illinois
$87.1K
CAS
2282
Coppell Advisory Solutions
Texas
$85.8K +$29.8K +110 +44%
TC
2283
Tacita Capital
Ontario, Canada
$84.6K
CMP
2284
Coston McIsaac & Partners
Maine
$84K +$57.8K +213 +227%
CPG
2285
Cornerstone Planning Group
New Jersey
$83.8K -$1.9K -7 -2%
MFA
2286
McClarren Financial Advisors
Pennsylvania
$82K
CSWM
2287
Cassady Schiller Wealth Management
Ohio
$81.9K -$13.6K -50 -14%
JWM
2288
Janiczek Wealth Management
Colorado
$79.2K +$4.07K +15 +5%
MBFW
2289
Morton Brown Family Wealth
Pennsylvania
$79.2K +$78.7K +290 New
EARNEST Partners
2290
EARNEST Partners
Georgia
$78.1K
FSWA
2291
Financial Synergies Wealth Advisors
Texas
$77.5K +$27.4K +101 +55%
BC
2292
Barrett & Company
Rhode Island
$77.1K
AW
2293
Avion Wealth
Texas
$76K +$3.53K +13 +5%
HWP
2294
Hibernia Wealth Partners
Louisiana
$74.2K +$73.8K +272 New
VIA
2295
Virtus Investment Advisers
Connecticut
$73.4K -$8.41K -31 -10%
GA
2296
GoalVest Advisory
New York
$71.8K +$3.25K +12 +5%
FCMT
2297
Founders Capital Management (Texas)
Texas
$71.7K +$37.2K +137 +110%
BHWM
2298
Bay Harbor Wealth Management
Maryland
$71.5K +$71.1K +262 New
WPA
2299
West Paces Advisors
Georgia
$70.2K
TWD
2300
True Wealth Design
Ohio
$69K