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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
2651
West Wealth Group
California
$230K +$246K +635 New
PB
2652
Pinnacle Bancorp
Nebraska
$230K -$5.82K -15 -2%
IWA
2653
Inspirion Wealth Advisors
Illinois
$229K – – –
WC
2654
Waterloo Capital
Texas
$229K +$245K +632 New
PCA
2655
Peddock Capital Advisors
Massachusetts
$229K – – –
BIG
2656
Bush Investment Group
Georgia
$229K – – –
TWA
2657
Talisman Wealth Advisors
New Jersey
$228K -$7.37K -19 -3%
BW
2658
BXM Wealth
Colorado
$228K +$244K +629 New
SWTS
2659
Stonehaven Wealth & Tax Solutions
Wisconsin
$228K +$244K +629 New
ACP
2660
Aveo Capital Partners
Colorado
$227K -$11.6K -30 -5%
BMM
2661
Buffington Mohr McNeal
Idaho
$227K – – –
SIC
2662
Sterling Investment Counsel
New York
$227K -$161K -415 -40%
OF
2663
Optimize Financial
California
$226K +$242K +624 New
NBT
2664
Northwest Bank & Trust
Iowa
$226K – – –
IWS
2665
Integrity Wealth Solutions
Colorado
$225K – – –
RWI
2666
Red Wave Investments
Pennsylvania
$225K – – –
DAM
2667
Doheny Asset Management
California
$225K – – –
BLAM
2668
Bourne Lent Asset Management
New York
$224K – – –
SFS
2669
Strategic Financial Services
New York
$223K – – –
PPC
2670
Pennington Partners & Co
Maryland
$223K +$238K +614 New
WCP
2671
Wealthcare Capital Partners
Pennsylvania
$223K +$238K +614 New
SL
2672
Salomon & Ludwin
Virginia
$223K – – –
CC
2673
Capital Counsel
New York
$222K – – –
MFWP
2674
Mosaic Family Wealth Partners
Missouri
$222K +$237K +611 New
SA
2675
Strategic Advocates
Utah
$222K +$237K +611 New