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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
3126
Marshall Financial Group (Maryland)
Maryland
$494K +$9.66K +11 +2%
MC
3127
Matters Capital
Florida
$494K – – –
SFS
3128
Sharp Financial Services
Pennsylvania
$494K -$5.27K -6 -1%
SWRP
3129
Summit Wealth & Retirement Planning
California
$493K – – –
TIAA Trust, National Association
3130
TIAA Trust, National Association
North Carolina
$492K – – –
RS
3131
Rakuten Securities
Japan
$492K +$246K +280 +154%
MFG
3132
Mosaic Financial Group
Illinois
$490K +$878 +1 +0.2%
TF
3133
Talbot Financial
Washington
$489K +$403K +459 New
SF
3134
Schaeffer Financial
Maryland
$488K +$878 +1 +0.2%
SWP
3135
Semus Wealth Partners
Florida
$487K +$38.7K +44 +11%
MAM
3136
Marotta Asset Management
Virginia
$487K – – –
RP
3137
Rowlandmiller & Partners
Georgia
$486K -$14.9K -17 -4%
FFG
3138
Floyd Financial Group
Missouri
$485K -$11.4K -13 -2%
HWMC
3139
Heritage Wealth Management (California)
California
$485K +$13.2K +15 +3%
CBT
3140
CoreFirst Bank & Trust
Kansas
$483K -$8.79K -10 -2%
BWM
3141
Brown Wealth Management
Illinois
$483K +$17.6K +20 +5%
KFP
3142
Kroeger Financial Partners
California
$483K +$399K +454 New
SIA
3143
Sovereign Investment Advisors
Arizona
$481K -$43.9K -50 -10%
SL
3144
StoryOne LLC
Kansas
$480K +$396K +451 New
WS
3145
Wilian Securities
Minnesota
$479K +$96.6K +110 +32%
LHP
3146
Lexington Hill Partners
Texas
$479K -$192K -219 -33%
IIM
3147
Ironwood Investment Management
Massachusetts
$479K – – –
RWFS
3148
Rayburn West Financial Services
Tennessee
$479K – – –
PBO
3149
Peoples Bank (Ohio)
Ohio
$479K +$36.9K +42 +10%
SWM
3150
Schwallier Wealth Management
Michigan
$479K – – –