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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2551
Phoenix Wealth Advisors
North Carolina
$923K +$192K +219 +34%
HAS
2552
Holland Advisory Services
Florida
$921K
FVWA
2553
Foster Victor Wealth Advisors
South Carolina
$920K +$152K +173 +21%
WH
2554
Wallace Hart
Kentucky
$920K +$759K +864 New
ONST
2555
Old North State Trust
North Carolina
$920K
MFG
2556
Monte Financial Group
Connecticut
$916K -$18.4K -21 -2%
Vanguard National Trust
2557
Vanguard National Trust
Pennsylvania
$916K -$131K -149 -15%
APW
2558
Axim Planning & Wealth
Ohio
$916K +$24.6K +28 +3%
WCFA
2559
Walkner Condon Financial Advisors
Wisconsin
$915K +$3.51K +4 +0.5%
FAG
2560
Fortitude Advisory Group
Washington
$914K -$52.7K -60 -7%
MFP
2561
Meridian Financial Partners
Virginia
$912K -$204K -232 -19%
WWC
2562
Waypoint Wealth Counsel
Georgia
$912K +$65.9K +75 +10%
PCA
2563
Peddock Capital Advisors
Massachusetts
$910K +$146K +166 +24%
SFPG
2564
Stonebridge Financial Planning Group
Florida
$909K +$15.8K +18 +2%
BWP
2565
Burling Wealth Partners
Illinois
$906K +$5.27K +6 +0.7%
JTWM
2566
Jackson Thornton Wealth Management
Alabama
$906K +$88.7K +101 +13%
FC
2567
Financial Council
Maryland
$905K
SRCM
2568
Signature Resources Capital Management
California
$905K +$40.4K +46 +6%
FBT
2569
First Bank & Trust
South Dakota
$904K +$196K +223 +36%
SWA
2570
SOA Wealth Advisors
New York
$903K -$57.1K -65 -7%
CA
2571
Claro Advisors
Massachusetts
$900K +$82.6K +94 +13%
SFB
2572
STAR Financial Bank
Indiana
$899K -$5.27K -6 -0.7%
LWMM
2573
Legacy Wealth Management (Mississippi)
Mississippi
$898K +$741K +843 New
IIA
2574
ICW Investment Advisors
Arizona
$897K
WCM
2575
WealthBridge Capital Management
Ohio
$897K +$1.76K +2 +0.2%