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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
3276
Denver Wealth Management
Colorado
$203K +$197K +354 New
MCCA
3277
Mill Creek Capital Advisors
Pennsylvania
$203K +$197K +354 New
TA
3278
TPG Advisors
Illinois
$203K +$197K +354 New
LWA
3279
Legacy Wealth Advisors
Florida
$202K +$196K +353 New
FCMC
3280
Founders Capital Management (Connecticut)
Connecticut
$202K +$196K +352 New
IPW
3281
Inlet Private Wealth
Florida
$201K +$196K +352 New
GWSA
3282
Global Wealth Strategies & Associates
Colorado
$201K +$11.1K +20 +6%
GJIA
3283
Glass Jacobson Investment Advisors
Maryland
$201K – – –
AC
3284
Applied Capital
Arkansas
$201K +$195K +351 New
DFG
3285
Dupree Financial Group
Kentucky
$201K +$195K +351 New
SH
3286
SLT Holdings
Arizona
$201K +$195K +351 New
BSA
3287
Bull Street Advisors
Georgia
$201K +$195K +350 New
AA
3288
Aufman Associates
Pennsylvania
$201K +$195K +350 New
CKAIS
3289
Christensen King & Associates Investment Services
Washington
$201K +$195K +350 New
MCA
3290
Millennium Capital Advisors
Arkansas
$201K +$195K +350 New
ZCP
3291
Z3 Capital Partners
Virginia
$201K +$195K +350 New
CCP
3292
Clarkston Capital Partners
Michigan
$201K +$195K +350 New
HWM
3293
HighMark Wealth Management
Minnesota
$198K -$5K -9 -3%
AWM
3294
Ameliora Wealth Management
Switzerland
$196K – – –
HC
3295
Hurley Capital
New York
$193K +$556 +1 +0.3%
BMC
3296
Bear Mountain Capital
Washington
$193K -$26.7K -48 -14%
FFL
3297
Financial Freedom LLC
Ohio
$192K -$41.7K -75 -18%
GAFA
3298
Garton & Associates Financial Advisors
Kentucky
$187K +$181K +326 New
CPG
3299
Cornerstone Planning Group
New Jersey
$183K -$13.9K -25 -8%
CWP
3300
Clark Wealth Partners
Illinois
$179K – – –