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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3501
Shelton Wealth Management
Texas
$317K -$3.51K -4 -1%
SGWP
3502
Sun Group Wealth Partners
California
$316K – – –
GCP
3503
Guardian Capital (Pennsylvania)
Pennsylvania
$315K -$76.4K -87 -23%
AWAU
3504
Alliance Wealth Advisors (Utah)
Utah
$315K -$14.9K -17 -5%
SI
3505
Stonekeep Investments
New Mexico
$315K +$2.63K +3 +1%
SIM
3506
Synergy Investment Management
Florida
$315K +$64.1K +73 +31%
E
3507
EntreWealth
Texas
$315K +$322K +367 New
PFC
3508
Phocas Financial Corp
California
$314K – – –
SC
3509
Saturna Capital
Washington
$314K – – –
CWA
3510
CM Wealth Advisors
Ohio
$314K +$259K +295 New
JGUA
3511
John G. Ullman & Associates
New York
$313K -$89.6K -102 -26%
MCP
3512
Martin Capital Partners
Oregon
$313K – – –
DTL
3513
Dynamic Technology Lab
Singapore
$313K +$258K +294 New
BWAM
3514
Blue Water Asset Management
Michigan
$313K +$258K +294 New
SCP
3515
Silverleafe Capital Partners
Tennessee
$313K -$7.03K -8 -3%
SFS
3516
Symphony Financial Services
Ohio
$312K – – –
BSTWA
3517
Blake Schutter Theil Wealth Advisors
Ohio
$312K – – –
DF
3518
Dunhill Financial
United Kingdom
$311K -$2.63K -3 -1%
AFW
3519
Atlantic Family Wealth
Florida
$311K – – –
DAC
3520
Dividend Assets Capital
South Carolina
$310K – – –
PWG
3521
Private Wealth Group
Florida
$310K +$1.76K +2 +0.7%
MAM
3522
Martingale Asset Management
Massachusetts
$310K +$256K +291 New
VFA
3523
Values First Advisors
Tennessee
$309K – – –
PRTG
3524
Post Resch Tallon Group
New York
$309K – – –
TCM
3525
TruNorth Capital Management
Michigan
$309K – – –