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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2826
ProVise Management Group
Florida
$224K +$201K +470 New
PD
2827
Planning Directions
Pennsylvania
$224K +$201K +470 New
PHAM
2828
Palisades Hudson Asset Management
Florida
$224K +$201K +471 New
WAOI
2829
Wealth Advisors of Iowa
Iowa
$223K +$200K +468 New
GA
2830
Goldstein Advisors
Wisconsin
$223K +$200K +468 New
MAM
2831
Mainsail Asset Management
Alabama
$223K +$200K +468 New
ES
2832
ETF Store
Kansas
$223K +$199K +466 New
SI
2833
Seeds Investor
New York
$222K +$199K +466 New
BIA
2834
Barry Investment Advisors
Massachusetts
$222K +$199K +466 New
CFS
2835
Coordinated Financial Services
Colorado
$222K +$199K +465 New
LI
2836
LifeWealth Investments
Florida
$222K +$199K +465 New
FA
2837
Fermata Advisors
California
$221K -$38K -89 -16%
GC
2838
GFG Capital
Florida
$221K -$2.56K -6 -1%
DR
2839
Davis Rea
Ontario, Canada
$219K +$196K +460 New
KWM
2840
Kassira Wealth Management
Tennessee
$219K +$196K +460 New
AC
2841
AWM Capital
Arizona
$219K +$196K +458 New
AFG
2842
Altiora Financial Group
Ohio
$218K +$195K +457 New
RA
2843
Ruggaard & Associates
Ohio
$218K +$195K +456 New
BFA
2844
Brown Financial Advisory
Alabama
$218K +$195K +456 New
WAM
2845
Walker Asset Management
Missouri
$217K +$195K +456 New
SF
2846
Schaeffer Financial
Maryland
$217K +$195K +456 New
TA
2847
Tactive Advisors
Florida
$217K +$195K +456 New
MFG
2848
Mosaic Financial Group
Illinois
$217K +$194K +455 New
SWP
2849
Semus Wealth Partners
Florida
$217K +$194K +454 New
JPLA
2850
Joseph P. Lucia & Associates
New York
$216K +$193K +453 New