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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2801
Sunburst Financial Group
Alabama
$234K +$210K +491 New
MC
2802
Middleton & Co
Massachusetts
$234K +$209K +490 New
MWM
2803
Maridea Wealth Management
New York
$233K +$187K +439 New
APWM
2804
Argonautica Private Wealth Management
Massachusetts
$233K +$208K +488 New
GL
2805
Gerber LLC
Ohio
$232K +$208K +487 New
MWPCG
2806
Measured Wealth Private Client Group
New Hampshire
$232K -$156K -365 -43%
PWP
2807
Prasad Wealth Partners
Ohio
$232K +$207K +486 New
RE
2808
Rydar Equities
Texas
$232K +$206K +482 New
WFP
2809
Wrenne Financial Planning
Kentucky
$231K +$207K +484 New
MFWP
2810
Mosaic Family Wealth Partners
Missouri
$230K +$208K +488 New
SJL
2811
Shayne & Jacobs LLC
Tennessee
$229K +$205K +480 New
SFA
2812
Seneca Financial Advisors
New York
$229K +$204K +479 New
HP
2813
Holistic Planning
Texas
$228K +$204K +477 New
SC
2814
Stephens Consulting
Michigan
$227K -$6.83K -16 -3%
SOW
2815
State of Wyoming
Wyoming
$227K -$205K -481 -50%
BMWS
2816
Brady Martz Wealth Solutions
North Dakota
$227K +$203K +475 New
SPI
2817
Sutton Place Investors
New York
$227K +$203K +475 New
AWA
2818
Archvest Wealth Advisors
California
$227K +$203K +475 New
IA
2819
Invested Advisors
Pennsylvania
$226K +$268K +627 New
FLII
2820
First Long Island Investors
New York
$226K +$202K +474 New
SFP
2821
Strategic Financial Partners
Oregon
$226K +$202K +473 New
SC
2822
Schoolcraft Capital
Colorado
$226K +$202K +473 New
MWM
2823
MOKAN Wealth Management
Kansas
$225K +$201K +471 New
NC
2824
North Capital
Utah
$225K +$3.42K +8 +2%
BWA
2825
Burt Wealth Advisors
Maryland
$225K +$201K +471 New