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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
2526
Roberts, Glore & Co
Illinois
$235K – – –
MRC
2527
Millburn Ridgefield Corp
New York
$235K +$254K +713 New
CWL
2528
Causey Wealth LLC
Colorado
$234K – – –
SFC
2529
Strategic Financial Concepts
Texas
$234K +$2.49K +7 +1%
LA
2530
Lynch & Associates
Indiana
$233K -$712 -2 -0.3%
GP
2531
Geneva Partners
Wisconsin
$233K – – –
EBSAM
2532
Eubel Brady & Suttman Asset Management
Ohio
$233K +$356 +1 +0.1%
JFL
2533
Jarislowsky, Fraser Ltd
Quebec, Canada
$233K – – –
BA
2534
Ballast Advisors
Minnesota
$231K -$712K -2,000 -74%
CWP
2535
Core Wealth Partners
California
$231K – – –
IP
2536
Integras Partners
Georgia
$231K – – –
KIA
2537
Knollwood Investment Advisory
Maryland
$231K – – –
HI
2538
Human Investing
Oregon
$231K +$43.8K +123 +21%
SA
2539
Sylvest Advisors
Texas
$230K – – –
CCG
2540
Chatham Capital Group
Georgia
$230K – – –
CNWM
2541
Clay Northam Wealth Management
California
$229K – – –
PWA
2542
Physician Wealth Advisors
Utah
$228K +$3.21K +9 +1%
PPH
2543
Pure Portfolios Holdings
Oregon
$228K +$33.8K +95 +16%
AIMA
2544
Ables Iannone Moore & Associates
Georgia
$227K +$712 +2 +0.3%
EA
2545
Enclave Advisors
Texas
$227K -$8.19K -23 -3%
CSI
2546
Clark & Stuart Inc
Maine
$227K -$1.03M -2,895 -81%
BFW
2547
Brady Family Wealth
Missouri
$227K +$356 +1 +0.1%
BW
2548
BIP Wealth
Georgia
$227K – – –
CAC
2549
Certified Advisory Corp
Florida
$226K -$3.56K -10 -1%
GFL
2550
Granite FO LLC
New Hampshire
$226K – – –