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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
3301
OakTrust Wealth Advisors
Connecticut
$397K – – –
JMBA
3302
J. M. Brown & Associates
Oklahoma
$397K +$328K +373 New
FNA
3303
First National Advisers
Nebraska
$396K +$327K +372 New
PC
3304
Port Capital
Illinois
$396K +$327K +372 New
FH
3305
Financial Harvest
Florida
$396K +$73.8K +84 +29%
PJSIMP
3306
P.J. Schmidt Investment Management (PJS)
Wisconsin
$395K -$83.5K -95 -20%
BWG
3307
Boomfish Wealth Group
Georgia
$395K +$14.9K +17 +5%
MWM
3308
Marietta Wealth Management
Georgia
$395K +$326K +371 New
RCS
3309
R2 Capital Strategies
Nebraska
$394K +$325K +370 New
IAG
3310
Investment Advisory Group
Massachusetts
$394K +$32.5K +37 +11%
BWM
3311
BCO Wealth Management
New Mexico
$394K – – –
MS
3312
Madden Securities
Texas
$394K – – –
NL
3313
Navalign LLC
California
$394K – – –
JEST
3314
JTC Employer Solutions Trustee
Jersey
$394K – – –
EF
3315
Exeter Financial
Arizona
$394K +$878 +1 +0.3%
LI
3316
LVZ Inc
Michigan
$393K +$26.4K +30 +9%
AFS
3317
Access Financial Services
Minnesota
$393K – – –
RI
3318
Ruggiero Investments
Florida
$392K -$7.91K -9 -2%
WA
3319
WESPAC Advisors
California
$392K -$5.27K -6 -2%
TWM
3320
Topsail Wealth Management
North Carolina
$391K +$878 +1 +0.3%
OPW
3321
Oxler Private Wealth
New York
$390K – – –
LBC
3322
Lane Brothers & Co
Arizona
$389K – – –
KWA
3323
Kellett Wealth Advisors
Ohio
$388K +$19.3K +22 +6%
LA
3324
LM Advisors
California
$388K +$94K +107 +41%
BPAMU
3325
BTG Pactual Asset Management US
New York
$388K +$320K +364 New