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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EV
3126
EJMK Ventures
Illinois
$242K +$235K +423 New
MPW
3127
Magnolia Private Wealth
Pennsylvania
$242K +$1.11K +2 +0.5%
POIA
3128
Pin Oak Investment Advisors
Texas
$242K – – –
VC
3129
Veery Capital
Delaware
$241K -$14.5K -26 -6%
FWM
3130
ForthRight Wealth Management
Georgia
$241K – – –
GPWA
3131
Great Point Wealth Advisors
Massachusetts
$241K +$233K +420 New
CA
3132
CapWealth Advisors
Tennessee
$241K – – –
GA
3133
Gordian Advisors
Arizona
$240K +$233K +419 New
JLBC
3134
J.L. Bainbridge & Co
Florida
$240K – – –
TCM
3135
TABR Capital Management
California
$240K +$233K +419 New
PPC
3136
Pennington Partners & Co
Maryland
$240K +$233K +419 New
JF
3137
JMN Financial
Ohio
$239K +$232K +418 New
AW
3138
Avion Wealth
Texas
$239K +$556 +1 +0.2%
MJFG
3139
Mars Jewett Financial Group
Washington
$239K +$171K +308 New
NWM
3140
Northwest Wealth Management
Iowa
$239K +$231K +416 New
EA
3141
Emerald Advisors
Washington
$238K +$231K +416 New
BWA
3142
Blodgett Wealth Advisors
California
$238K -$6.11K -11 -3%
UIA
3143
Ulland Investment Advisors
Minnesota
$238K – – –
GA
3144
GSG Advisors
New Jersey
$238K +$231K +415 New
SWM
3145
Shelton Wealth Management
Texas
$237K +$230K +414 New
MWM
3146
MOR Wealth Management
Pennsylvania
$237K +$230K +414 New
CFGA
3147
Cambridge Financial Group (Arizona)
Arizona
$237K – – –
SWM
3148
Sagace Wealth Management
Florida
$237K -$21.1K -38 -8%
TWM
3149
Tanager Wealth Management
United Kingdom
$237K +$230K +413 New
MPCL
3150
My Personal CFO LLC
Washington
$236K +$229K +412 New