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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CF
2526
Clarity Financial
Texas
$234K +$206K +597 New
STA
2527
Smith Thornton Advisors
Alabama
$233K +$206K +597 New
RH
2528
RFG Holdings
Texas
$233K +$206K +596 New
PHAM
2529
Palisades Hudson Asset Management
Florida
$233K +$205K +595 New
BTWM
2530
Brass Tax Wealth Management
Ohio
$232K -$40.1K -116 -16%
IDA
2531
Intelligence Driven Advisers
California
$232K +$205K +593 New
NFC
2532
Northeast Financial Consultants
Connecticut
$232K +$204K +592 New
KAS
2533
KPP Advisory Services
Kentucky
$231K +$204K +590 New
FFA
2534
Florida Financial Advisors
Florida
$230K +$203K +588 New
KI
2535
Kapitalo Investimentos
Brazil
$230K -$119K -345 -37%
WSWA
2536
Warren Street Wealth Advisors
California
$230K +$203K +588 New
GFA
2537
Gallagher Fiduciary Advisors
Illinois
$230K +$203K +587 New
PSB
2538
Piscataqua Savings Bank
New Hampshire
$229K – – –
PSFG
2539
Prairie Sky Financial Group
Illinois
$229K +$202K +585 New
A
2540
AlphaQuest
New York
$228K -$554K -1,604 -73%
FWM
2541
ForthRight Wealth Management
Georgia
$228K +$202K +584 New
NRW
2542
Nova R Wealth
Kansas
$228K +$201K +582 New
HBWM
2543
Hollow Brook Wealth Management
New York
$228K +$201K +582 New
HI
2544
Human Investing
Oregon
$226K +$200K +579 New
CWM
2545
Cherrydale Wealth Management
New Jersey
$226K +$200K +579 New
EMAM
2546
Encompass More Asset Management
California
$225K +$199K +576 New
FDDB
2547
Fidelity D&D Bancorp
Pennsylvania
$225K +$199K +576 New
AHL
2548
Abel Hall LLC
Louisiana
$225K +$199K +575 New
OIC
2549
Orion Investment Company
Missouri
$225K +$199K +575 New
TAM
2550
TCP Asset Management
Ohio
$225K +$199K +575 New