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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
2451
True Wealth Design
Ohio
$721K – – –
BTWM
2452
Baker Tilly Wealth Management
Wisconsin
$721K -$40.9K -59 -5%
LWA
2453
Ledgewood Wealth Advisors
New Hampshire
$721K – – –
SDWMA
2454
Schneider Downs Wealth Management Advisors
Pennsylvania
$719K – – –
AIA
2455
Arbor Investment Advisors
North Carolina
$718K – – –
ICA
2456
Infrastructure Capital Advisors
New York
$718K -$1.44M -2,086 -67%
EFH
2457
Eaton Financial Holdings
Florida
$717K -$15.9K -23 -2%
WIM
2458
Westside Investment Management
California
$715K – – –
Cookson Peirce & Co
2459
Cookson Peirce & Co
Pennsylvania
$715K – – –
CFA
2460
CWS Financial Advisors
Michigan
$715K +$3.46K +5 +0.5%
Vanguard National Trust
2461
Vanguard National Trust
Pennsylvania
$715K +$699K +1,009 New
MAMU
2462
Myriad Asset Management US
Florida
$714K +$81.7K +118 +13%
GSIAS
2463
Garden State Investment Advisory Services
New Jersey
$713K +$3.46K +5 +0.5%
FAN
2464
Financial Advisors Network
California
$712K -$9.7K -14 -1%
BFPW
2465
BOK Financial Private Wealth
Colorado
$711K +$365K +527 +110%
WPW
2466
Warther Private Wealth
Ohio
$709K -$513K -741 -43%
ACS
2467
Archford Capital Strategies
Illinois
$709K -$132K -190 -16%
CCG
2468
Catalina Capital Group
California
$709K +$7.62K +11 +1%
CWM
2469
CCG Wealth Management
California
$709K +$693K +1,000 New
DTC
2470
Davidson Trust Company
Washington
$708K -$116K -168 -14%
ACM
2471
Alamar Capital Management
California
$708K – – –
FHB
2472
First Hawaiian Bank
Hawaii
$708K – – –
FWTB
2473
First Western Trust Bank
Colorado
$708K – – –
PAM
2474
Prodigy Asset Management
Nebraska
$708K – – –
USGIU
2475
U.S. Global Investors (USGI)
Texas
$708K – – –