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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FPH
2726
Financial Planning Hawaii
Hawaii
$404K +$392K +706 New
QWM
2727
QP Wealth Management
New Jersey
$404K +$392K +706 New
OCM
2728
Orion Capital Management
California
$404K – – –
BA
2729
Ballast Advisors
Minnesota
$404K +$15.6K +28 +4%
CS
2730
Clear Street
New York
$404K +$392K +705 New
SWM
2731
SilverOak Wealth Management
Minnesota
$403K – – –
ML
2732
Mayport LLC
Massachusetts
$403K +$3.89K +7 +1%
AAM
2733
Alphadyne Asset Management
New York
$402K +$390K +702 New
TFS
2734
truNorth Financial Services
Pennsylvania
$401K +$389K +700 New
IIM
2735
Ironwood Investment Management
Massachusetts
$401K -$389K -700 -50%
CWP
2736
Core Wealth Partners
California
$401K – – –
1L
2737
10Elms LLP
Oklahoma
$400K – – –
ASCM
2738
Adkins Seale Capital Management
Louisiana
$400K +$388K +698 New
LWM
2739
LeConte Wealth Management
Tennessee
$399K +$6.67K +12 +2%
CCG
2740
Chatham Capital Group
Georgia
$399K – – –
JWM
2741
Jessup Wealth Management
Ohio
$397K – – –
FWWM
2742
Fiscal Wisdom Wealth Management
Connecticut
$397K -$5.56K -10 -1%
CFO
2743
Capitol Family Office
Oregon
$396K -$5K -9 -1%
CAC
2744
Certified Advisory Corp
Florida
$395K +$556 +1 +0.1%
FFG
2745
Floyd Financial Group
Missouri
$395K – – –
HFRG
2746
Houlihan Financial Resource Group
Virginia
$394K +$350K +629 New
BL
2747
Balentine LLC
Georgia
$394K +$1.11K +2 +0.3%
GAM
2748
Gemmer Asset Management
California
$394K -$2.78K -5 -0.7%
FPB
2749
First PREMIER Bank
South Dakota
$393K -$1.67K -3 -0.4%
RRA
2750
Red Reef Advisors
Florida
$393K +$381K +686 New