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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
2651
Capstone Wealth Management Group (Oregon)
Oregon
$240K -$86K -258 -29%
RYIA
2652
Roehl & Yi Investment Advisors
Oregon
$239K +$205K +616 New
SG
2653
Sharper & Granite
California
$239K +$200K +600 New
IFS
2654
Ifrah Financial Services
Arkansas
$239K -$21.3K -64 -9%
DFA
2655
Delta Financial Advisors
Louisiana
$238K -$13.3K -40 -6%
PWAC
2656
Private Wealth Advisors (California)
California
$237K +$667 +2 +0.3%
CC
2657
Capital Counsel
New York
$237K – – –
AOWM
2658
Alpha Omega Wealth Management
Virginia
$237K -$3.67K -11 -2%
BA
2659
Brightwater Advisory
Florida
$236K +$203K +609 New
BWFA
2660
Baltimore-Washington Financial Advisors
Maryland
$236K -$1.33K -4 -0.7%
TM
2661
TigerOak Management
New Mexico
$235K +$202K +606 New
UAM
2662
Unison Asset Management
Florida
$235K +$202K +606 New
JWM
2663
JGP Wealth Management
Oregon
$235K +$202K +605 New
JE
2664
JMAC Enterprises
Pennsylvania
$234K +$201K +604 New
LWA
2665
Lifelong Wealth Advisors
Minnesota
$234K +$201K +604 New
LWM
2666
LongView Wealth Management
Georgia
$234K +$201K +602 New
RB
2667
Renasant Bank
Mississippi
$234K -$8.67K -26 -4%
BCM
2668
Beddow Capital Management
Wyoming
$233K -$125K -375 -38%
DDPIC
2669
Deroy & Devereaux Private Investment Counsel
Michigan
$233K +$200K +600 New
NLWP
2670
Next Level Wealth Planning
Idaho
$233K -$4K -12 -2%
BRWM
2671
Blue Rock Wealth Management
North Carolina
$233K +$200K +600 New
SRC
2672
Stone Run Capital
New York
$233K +$200K +600 New
TWM
2673
Tolleson Wealth Management
Texas
$233K +$200K +600 New
OL
2674
one8zero8 LLC
North Carolina
$233K -$75.7K -227 -27%
PAW
2675
Plan A Wealth
Nebraska
$233K +$200K +599 New