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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2826
MOKAN Wealth Management
Kansas
$225K +$201K +471 New
NC
2827
North Capital
Utah
$225K +$3.42K +8 +2%
BWA
2828
Burt Wealth Advisors
Maryland
$225K +$201K +471 New
PMG
2829
ProVise Management Group
Florida
$224K +$201K +470 New
PD
2830
Planning Directions
Pennsylvania
$224K +$201K +470 New
PHAM
2831
Palisades Hudson Asset Management
Florida
$224K +$201K +471 New
WAOI
2832
Wealth Advisors of Iowa
Iowa
$223K +$200K +468 New
GA
2833
Goldstein Advisors
Wisconsin
$223K +$200K +468 New
MAM
2834
Mainsail Asset Management
Alabama
$223K +$200K +468 New
ES
2835
ETF Store
Kansas
$223K +$199K +466 New
SI
2836
Seeds Investor
New York
$222K +$199K +466 New
BIA
2837
Barry Investment Advisors
Massachusetts
$222K +$199K +466 New
CFS
2838
Coordinated Financial Services
Colorado
$222K +$199K +465 New
LI
2839
LifeWealth Investments
Florida
$222K +$199K +465 New
FA
2840
Fermata Advisors
California
$221K -$38K -89 -16%
GC
2841
GFG Capital
Florida
$221K -$2.56K -6 -1%
DR
2842
Davis Rea
Ontario, Canada
$219K +$196K +460 New
KWM
2843
Kassira Wealth Management
Tennessee
$219K +$196K +460 New
AC
2844
AWM Capital
Arizona
$219K +$196K +458 New
AFG
2845
Altiora Financial Group
Ohio
$218K +$195K +457 New
RA
2846
Ruggaard & Associates
Ohio
$218K +$195K +456 New
BFA
2847
Brown Financial Advisory
Alabama
$218K +$195K +456 New
WAM
2848
Walker Asset Management
Missouri
$217K +$195K +456 New
SF
2849
Schaeffer Financial
Maryland
$217K +$195K +456 New
TA
2850
Tactive Advisors
Florida
$217K +$195K +456 New