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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
2401
Wescott Financial Advisory Group
Pennsylvania
$277K -$12.1K -34 -4%
SSA
2402
South Street Advisors
New York
$277K – – –
CPWA
2403
Cerro Pacific Wealth Advisors
California
$276K +$712 +2 +0.3%
UAG
2404
United Advisor Group
Ohio
$276K -$121K -340 -29%
SBWIC
2405
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K -$6.05K -17 -2%
Walleye Capital
2406
Walleye Capital
New York
$275K -$2.08M -5,830 -87%
LGG
2407
Luts & Greenleigh Group
Maryland
$274K -$13.9K -39 -4%
OL
2408
one8zero8 LLC
North Carolina
$273K -$357K -1,001 -55%
TPA
2409
Trivium Point Advisory
Connecticut
$273K +$44.2K +124 +18%
TIM
2410
Tortoise Investment Management
New York
$273K -$37.4K -105 -11%
CWM
2411
ClientFirst Wealth Management
Arkansas
$273K – – –
MAM
2412
Marotta Asset Management
Virginia
$273K +$356 +1 +0.1%
BWA
2413
Blodgett Wealth Advisors
California
$273K – – –
BW
2414
BXM Wealth
Colorado
$272K +$72K +202 +32%
EWA
2415
Encompass Wealth Advisors
Oregon
$272K – – –
R
2416
Rebalance
California
$272K -$43.1K -121 -13%
CAM
2417
Concorde Asset Management
Michigan
$272K +$8.19K +23 +3%
AWCI
2418
Alpine Woods Capital Investors
New York
$271K – – –
VCM
2419
Vision Capital Management
Oregon
$270K -$71.2K -200 -20%
OCM
2420
Orion Capital Management
California
$270K – – –
CWA
2421
Canvas Wealth Advisors
Kansas
$270K +$5.34K +15 +2%
HIIFS
2422
Harel Insurance Investments & Financial Services
Israel
$270K +$291K +818 New
QFW
2423
QTR Family Wealth
Florida
$270K +$291K +818 New
FCM
2424
Family Capital Management
Michigan
$269K +$36.3K +102 +14%
BWG
2425
Berry Wealth Group
Texas
$269K +$291K +816 New