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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
2751
Swisher Financial Concepts
Ohio
$205K +$176K +528 New
KW
2752
KWB Wealth
California
$205K
CWM
2753
Cherrydale Wealth Management
New Jersey
$203K +$174K +523 New
FBT
2754
First Bank & Trust
South Dakota
$203K -$34.3K -103 -16%
SFS
2755
Strategic Financial Services
New York
$203K +$174K +522 New
JBA
2756
Johnson Bixby & Associates
Washington
$202K +$174K +521 New
JEST
2757
JTC Employer Solutions Trustee
Jersey
$202K
PSFG
2758
Park Square Financial Group
Georgia
$202K -$1K -3 -0.6%
SMA
2759
Seven Mile Advisory
New Jersey
$202K +$173K +520 New
NDBT
2760
North Dallas Bank & Trust
Texas
$201K +$173K +519 New
SRC
2761
Sage Rhino Capital
California
$201K +$173K +518 New
TCM
2762
TD Capital Management
Tennessee
$200K +$150K +449 +670%
FI
2763
Financial Insights
Washington
$200K +$172K +516 New
IPW
2764
Impact Partnership Wealth
Georgia
$200K +$172K +516 New
AWA
2765
Amplius Wealth Advisors
Pennsylvania
$200K +$172K +516 New
Kayne Anderson Rudnick Investment Management
2766
Kayne Anderson Rudnick Investment Management
California
$199K +$61K +183 +56%
IWM
2767
IMG Wealth Management
Florida
$196K +$9.33K +28 +6%
CIM
2768
Contravisory Investment Management
Massachusetts
$194K -$662K -1,985 -80%
PAM
2769
Parvin Asset Management
South Dakota
$194K -$9.33K -28 -5%
SC
2770
Stephens Consulting
Michigan
$191K -$44.7K -134 -21%
EC
2771
Elequin Capital
New York
$189K +$162K +487 New
SIS
2772
Strategic Investment Solutions
Illinois
$189K +$34K +102 +27%
CWM
2773
Centricity Wealth Management
Ohio
$188K +$333 +1 +0.2%
BFPW
2774
BOK Financial Private Wealth
Colorado
$185K
GC
2775
GFG Capital
Florida
$182K +$156K +469 New