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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2426
Alesco Advisors
New York
$581K – – –
CRWM
2427
Castle Rock Wealth Management
California
$580K +$50.6K +91 +12%
SMA
2428
Seven Mile Advisory
New Jersey
$579K -$73.9K -133 -12%
CA
2429
COFG Advisors
Illinois
$578K +$561K +1,009 New
GAA
2430
Global Assets Advisory
Florida
$578K -$2.78K -5 -0.5%
CPC
2431
Cookson Peirce & Co
Pennsylvania
$578K -$1.67K -3 -0.3%
WMN
2432
Wealth Management Nebraska
Nebraska
$578K +$15.6K +28 +3%
LPAM
2433
Lodestar Private Asset Management
California
$577K -$39.5K -71 -7%
FFC
2434
First Financial Corp
Indiana
$577K – – –
CWM
2435
Capstone Wealth Management
Montana
$577K +$543K +977 New
WLG
2436
Williamson Legacy Group
Indiana
$576K +$559K +1,005 New
DA
2437
Dover Advisors
Virginia
$576K – – –
CFA
2438
CWS Financial Advisors
Michigan
$575K – – –
GSIAS
2439
Garden State Investment Advisory Services
New Jersey
$574K -$96.2K -173 -15%
CPM
2440
Connective Portfolio Management
New York
$573K -$556K -1,000 -50%
FHB
2441
First Hawaiian Bank
Hawaii
$573K -$31.1K -56 -5%
AWF
2442
Alpha Wealth Funds
Utah
$573K – – –
FWTB
2443
First Western Trust Bank
Colorado
$573K – – –
PAM
2444
Prodigy Asset Management
Nebraska
$573K – – –
ACM
2445
Alamar Capital Management
California
$573K +$556K +1,000 New
USGIU
2446
U.S. Global Investors (USGI)
Texas
$573K +$556K +1,000 New
CPW
2447
Crestmont Private Wealth
Texas
$571K +$10K +18 +2%
WTB
2448
Washington Trust Bank
Washington
$571K +$25.6K +46 +5%
PG
2449
Prostatis Group
Maryland
$570K +$223K +402 +68%
Axa
2450
Axa
France
$569K – – –