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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
JBA
2751
Johnson Bixby & Associates
Washington
$249K – – –
SP
2752
Symmetry Partners
Connecticut
$248K +$222K +520 New
JEST
2753
JTC Employer Solutions Trustee
Jersey
$248K – – –
SWM
2754
Shakespeare Wealth Management
Wisconsin
$248K +$222K +520 New
BFS
2755
BridgePort Financial Solutions
Iowa
$248K +$222K +519 New
CWA
2756
CogentBlue Wealth Advisors
Tennessee
$247K +$221K +518 New
CA
2757
Claro Advisors
Massachusetts
$247K -$8.54K -20 -4%
VC
2758
Vestor Capital
Illinois
$247K -$23.2M -54,281 -99%
FI
2759
Financial Insights
Washington
$247K +$427 +1 +0.2%
IWA
2760
Inspirion Wealth Advisors
Illinois
$247K -$117K -273 -30%
CFO
2761
Custos Family Office
Texas
$247K +$221K +517 New
OPWM
2762
Oxinas Partners Wealth Management
Indiana
$247K +$221K +517 New
Kayne Anderson Rudnick Investment Management
2763
Kayne Anderson Rudnick Investment Management
California
$246K +$1.28K +3 +0.6%
DWG
2764
Darden Wealth Group
Michigan
$246K -$8.54K -20 -4%
SRC
2765
Sage Rhino Capital
California
$246K -$1.28K -3 -0.6%
FBT
2766
First Bank & Trust
South Dakota
$245K -$3.42K -8 -2%
RIG
2767
Renaissance Investment Group
Massachusetts
$245K -$21.3K -50 -9%
HBWM
2768
Hollow Brook Wealth Management
New York
$244K +$219K +512 New
OL
2769
Owen LaRue
Kentucky
$244K +$219K +512 New
SA
2770
Strategic Advocates
Utah
$244K +$218K +511 New
GWWM
2771
Great Waters Wealth Management
Minnesota
$243K +$218K +510 New
SNBOSD
2772
Security National Bank of So Dak
Iowa
$243K +$218K +510 New
AF
2773
Affiance Financial
Minnesota
$242K +$217K +508 New
ITB
2774
Idaho Trust Bank
Idaho
$242K +$216K +507 New
FSA
2775
Financial Security Advisor
Virginia
$242K +$216K +507 New