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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
3476
Resurgent Financial Advisors
Georgia
$321K +$264K +301 New
HFS
3477
Hoge Financial Services
Pennsylvania
$320K +$13.2K +15 +5%
HIA
3478
HTG Investment Advisors
Connecticut
$320K – – –
BAM
3479
Broyhill Asset Management
North Carolina
$319K -$26.4K -30 -9%
CWM
3480
C2C Wealth Management
Arizona
$319K -$13.2K -15 -5%
BI
3481
Breachway Investments
Rhode Island
$319K -$10.5K -12 -4%
1CP
3482
17 Capital Partners
Arizona
$319K – – –
AT
3483
Avalon Trust
New Mexico
$319K – – –
BMA
3484
Brooks Moore & Associates
Tennessee
$319K – – –
CF
3485
Carter Financial
California
$319K – – –
DAM
3486
Deltec Asset Management
New York
$319K – – –
FWM
3487
FFT Wealth Management
Pennsylvania
$319K – – –
SAFS
3488
S&A Financial Services
Kansas
$319K – – –
WWA
3489
Wingate Wealth Advisors
Massachusetts
$319K – – –
CCG
3490
Ceeto Capital Group
Florida
$319K – – –
FFIC
3491
First Fiduciary Investment Counsel
Ohio
$319K – – –
PR
3492
Payden & Rygel
California
$319K +$264K +300 New
TVWM
3493
Tower View Wealth Management
Wisconsin
$318K – – –
MBFW
3494
Morton Brown Family Wealth
Pennsylvania
$318K +$7.91K +9 +3%
WAN
3495
Wealth Advisors Northwest
Oregon
$318K +$263K +299 New
CWM
3496
Castle Wealth Management
Florida
$318K – – –
CCA
3497
Coign Capital Advisors
Utah
$318K – – –
MPWS
3498
McCarter Private Wealth Services
Massachusetts
$317K -$29K -33 -10%
MW
3499
Members Wealth
Pennsylvania
$317K +$2.63K +3 +1%
HIS
3500
Horizon Investment Services
Indiana
$317K – – –