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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
2301
Waypoint Wealth Counsel
Georgia
$323K -$6.22K -18 -2%
R
2302
Rebalance
California
$323K – – –
VCM
2303
Versant Capital Management
Arizona
$323K +$53.9K +156 +23%
EWA
2304
Encompass Wealth Advisors
Oregon
$322K -$6.22K -18 -2%
FVWA
2305
Foster Victor Wealth Advisors
South Carolina
$321K -$31.8K -92 -10%
CF
2306
Convergence Financial
Missouri
$321K -$48.7K -141 -15%
OCM
2307
Orion Capital Management
California
$321K – – –
CG
2308
CFO4Life Group
Texas
$320K -$25.2K -73 -8%
APW
2309
Axim Planning & Wealth
Ohio
$319K +$5.53K +16 +2%
EL
2310
EWA LLC
Pennsylvania
$319K +$35.2K +102 +14%
BFA
2311
Bright Financial Advisors
Michigan
$319K +$42.5K +123 +18%
CPL
2312
CAP Partners LLC
Tennessee
$318K +$1.04K +3 +0.4%
CAM
2313
Clark Asset Management
New Hampshire
$317K +$280K +811 New
BFG
2314
Bouchey Financial Group
New York
$317K +$6.91K +20 +3%
CFGA
2315
Cambridge Financial Group (Arizona)
Arizona
$313K – – –
BA
2316
Ballew Advisors
Mississippi
$313K -$4.83K -14 -2%
Two Sigma Advisers
2317
Two Sigma Advisers
New York
$313K -$2.35M -6,800 -89%
VI
2318
Versor Investments
New York
$313K -$656K -1,900 -70%
PHS
2319
Pekin Hardy Strauss
Illinois
$313K +$345 +1 +0.1%
AC
2320
Apella Capital
Connecticut
$312K +$7.25K +21 +3%
RMF
2321
Red Mountain Financial
Colorado
$312K +$47.3K +137 +21%
SWA
2322
Sightline Wealth Advisors
Connecticut
$312K – – –
SP
2323
Symmetry Partners
Connecticut
$311K -$1.46M -4,224 -84%
BW
2324
Basepoint Wealth
Iowa
$310K +$12.1K +35 +5%
FPB
2325
First PREMIER Bank
South Dakota
$309K – – –