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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
2551
Pacific Center for Financial Services
California
$226K +$712 +2 +0.3%
KWM
2552
Kiker Wealth Management
Georgia
$226K +$244K +685 New
PFWA
2553
Paces Ferry Wealth Advisors
Georgia
$226K -$5.34K -15 -2%
RWP
2554
Revolve Wealth Partners
New Jersey
$226K +$6.77K +19 +3%
AF
2555
Alerus Financial
North Dakota
$226K -$7.12K -20 -3%
GAM
2556
Gemmer Asset Management
California
$225K -$4.99K -14 -2%
PTB
2557
Pioneer Trust Bank
Oregon
$225K – – –
VV
2558
Verity & Verity
South Carolina
$225K -$161K -451 -40%
KW
2559
KWB Wealth
California
$225K – – –
KOMWMG
2560
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K +$6.05K +17 +3%
IFS
2561
Ifrah Financial Services
Arkansas
$224K -$21.7K -61 -8%
PMA
2562
Prudent Man Advisors
Illinois
$224K – – –
GI
2563
GAMCO Investors
Connecticut
$224K +$32.4K +91 +15%
MHC
2564
May Hill Capital
Massachusetts
$224K -$25.3K -71 -9%
PWM
2565
Penobscot Wealth Management
Maine
$223K +$241K +677 New
CAM
2566
Claret Asset Management
Quebec, Canada
$223K -$7.84K -22 -3%
TFP
2567
Tilia Fiduciary Partners
North Carolina
$222K -$13.5K -38 -5%
BSHC
2568
Breed's Hill Capital
Massachusetts
$221K – – –
OQS
2569
Occudo Quantitative Strategies
Florida
$221K -$2.12M -5,955 -90%
Cohen & Steers
2570
Cohen & Steers
New York
$221K -$89.4K -251 -27%
POIA
2571
Pin Oak Investment Advisors
Texas
$221K +$120K +337 +145%
FIBT
2572
First International Bank & Trust
North Dakota
$221K -$19.6K -55 -8%
AGC
2573
Aspen Grove Capital
Colorado
$220K +$238K +668 New
SLT
2574
St Louis Trust
Missouri
$220K +$238K +668 New
MWM
2575
Meritas Wealth Management
California
$220K -$11.8K -33 -5%