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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
2626
Wall Street Financial Group
Illinois
$202K +$179K +517 New
ACC
2627
Acorn Creek Capital
Colorado
$201K +$178K +515 New
SFCL
2628
Strengthening Families & Communities LLC
Massachusetts
$201K -$2.07K -6 -1%
CIC
2629
Chilton Investment Company
Connecticut
$201K +$177K +513 New
MAC
2630
Mason & Associates (California)
California
$201K +$177K +513 New
CAS
2631
Coppell Advisory Solutions
Texas
$196K -$9.67K -28 -5%
SGC
2632
Slocum, Gordon & Co
Rhode Island
$196K -$691K -2,000 -80%
AWM
2633
Ameliora Wealth Management
Switzerland
$196K
MRCM
2634
M&R Capital Management
New Jersey
$196K
RTC
2635
Riverview Trust Company
Washington
$193K +$3.11K +9 +2%
DCBT
2636
Dakota Community Bank & Trust
North Dakota
$193K
FWM
2637
FSA Wealth Management
Massachusetts
$191K +$169K +489 New
WBC
2638
West Branch Capital
Massachusetts
$188K +$10.7K +31 +7%
FFA
2639
Frazier Financial Advisors
Ohio
$187K -$11.1K -32 -6%
EBA
2640
Eagle Bay Advisors
New York
$183K -$5.18K -15 -3%
CMBA
2641
C.M. Bidwell & Associates
Hawaii
$183K
AT
2642
Avalon Trust
New Mexico
$183K -$108K -313 -40%
BGAI
2643
Bruce G. Allen Investments
Colorado
$182K +$32.1K +93 +25%
HWM
2644
Hemington Wealth Management
Virginia
$177K +$163K +473 New
DWM
2645
Darwin Wealth Management
Florida
$176K +$155K +450 New
AWM
2646
AllSquare Wealth Management
New York
$175K
CTWM
2647
Cherry Tree Wealth Management
Minnesota
$174K
CIA
2648
Cape Investment Advisory
Georgia
$173K
BFP
2649
Briaud Financial Planning
Texas
$169K
RP
2650
Rowlandmiller & Partners
Georgia
$169K