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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2476
Abacus Wealth Partners
California
$546K +$42.2K +76 +9%
NRI
2477
NFP Retirement Inc
California
$546K -$32.2K -58 -6%
FCT
2478
First Community Trust
Iowa
$545K – – –
VCP
2479
Vista Capital Partners
Oregon
$545K +$233K +419 +79%
AIFAIM
2480
American Institute for Advanced Investment Management
Arizona
$545K +$10.6K +19 +2%
AFM
2481
Abbot Financial Management
Massachusetts
$544K – – –
BRA
2482
Bender Robert & Associates
California
$544K -$41.7K -75 -7%
PWA
2483
Peterson Wealth Advisors
Utah
$542K +$59.5K +107 +13%
1832 Asset Management
2484
1832 Asset Management
Ontario, Canada
$541K -$140M -252,715 -100%
DQRIM
2485
Dale Q Rice Investment Management
Washington
$541K – – –
SL
2486
Salomon & Ludwin
Virginia
$541K +$38.4K +69 +9%
RFA
2487
Reyes Financial Architecture
California
$538K -$188K -338 -26%
SSA
2488
South Street Advisors
New York
$538K +$55.6K +100 +12%
SLC
2489
Second Line Capital
Louisiana
$538K +$10.6K +19 +2%
MSFS
2490
Main Street Financial Solutions
Pennsylvania
$537K -$2.09M -3,758 -80%
TWA
2491
Tandem Wealth Advisors
Arizona
$537K +$63.9K +115 +14%
OAS
2492
Optivise Advisory Services
Tennessee
$536K +$183K +329 +54%
HWA
2493
HighRoad Wealth Advisors
Oregon
$536K +$520K +935 New
LCM
2494
Legato Capital Management
California
$535K +$519K +934 New
WI
2495
Wedgewood Investors
Pennsylvania
$534K – – –
SEP
2496
Signature Equity Partners
Ohio
$534K +$518K +932 New
WWC
2497
Waypoint Wealth Counsel
Georgia
$534K +$35.6K +64 +7%
IWA
2498
Inspirion Wealth Advisors
Illinois
$534K +$167K +301 +48%
RA
2499
Rockingstone Advisors
Massachusetts
$534K -$13.3K -24 -3%
ST
2500
Sageworth Trust
Pennsylvania
$533K -$2.04M -3,667 -80%