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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
2626
Aspetuck Financial Management
Connecticut
$236K +$252K +650 New
KCP
2627
Kera Capital Partners
California
$236K +$252K +650 New
PCM
2628
Prelude Capital Management
New York
$236K +$252K +650 New
SCA
2629
Sulzberger Capital Advisors
Florida
$236K +$252K +650 New
GAM
2630
GEM Asset Management
Michigan
$235K – – –
BMWS
2631
Brady Martz Wealth Solutions
North Dakota
$235K +$245K +633 New
ACP
2632
Aviance Capital Partners
Florida
$235K – – –
NJBEST
2633
New Jersey Better Educational Savings Trust
New Jersey
$235K – – –
OC
2634
Opinicus Capital
Florida
$235K -$4.65K -12 -2%
AF
2635
Aldebaran Financial
$234K -$4.65K -12 -2%
PCS
2636
Personal CFO Solutions
New Jersey
$234K -$299K -770 -54%
CFS
2637
Coordinated Financial Services
Colorado
$234K +$250K +645 New
AIA
2638
Arbor Investment Advisors
North Carolina
$234K – – –
GAA
2639
Global Assets Advisory
Florida
$234K -$42.7K -110 -14%
EFL
2640
ERn Financial LLC
Wisconsin
$234K +$31.8K +82 +15%
SWP
2641
Semus Wealth Partners
Florida
$234K -$388 -1 -0.2%
LI
2642
LifeWealth Investments
Florida
$234K +$250K +644 New
OC
2643
Optima Capital
Oregon
$234K +$250K +644 New
T
2644
Transce3nd
Texas
$233K +$249K +641 New
MCM
2645
Morton Capital Management
California
$232K – – –
OWA
2646
ORBA Wealth Advisors
Illinois
$232K +$776 +2 +0.3%
ECML
2647
Eagle Capital Management (Louisiana)
Louisiana
$232K – – –
A
2648
Argentarii
Ohio
$232K +$248K +639 New
TBT
2649
Texas Bank & Trust
Texas
$231K +$247K +638 New
OWA
2650
Octavia Wealth Advisors
Ohio
$231K +$1.16K +3 +0.5%