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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
3551
MTM Investment Management
South Carolina
$178K – – –
SJIM
3552
St. Johns Investment Management
Florida
$177K – – –
HWM
3553
Horizons Wealth Management
North Carolina
$176K – – –
DWM
3554
Darwin Wealth Management
Florida
$175K – – –
JFA
3555
JNBA Financial Advisors
Minnesota
$174K -$3.46K -5 -2%
WA
3556
WPG Advisers
Maryland
$171K -$24.9K -36 -13%
WWM
3557
Wolff Wiese Magana
California
$169K +$4.85K +7 +3%
1CP
3558
1015 Capital Partners
Pennsylvania
$169K +$693 +1 +0.4%
SIM
3559
Synergy Investment Management
Florida
$165K +$161K +233 New
MGI
3560
Miller Global Investments
Texas
$165K +$161K +233 New
SR
3561
Swiss Re
Switzerland
$162K – – –
WAS
3562
Winch Advisory Services
Wisconsin
$160K -$18K -26 -10%
BL
3563
BFSG LLC
California
$159K +$693 +1 +0.4%
HFS
3564
Hughes Financial Services
Virginia
$158K +$2.77K +4 +2%
GGI
3565
Godsey & Gibb Inc
Virginia
$157K +$4.16K +6 +3%
KFP
3566
Kerr Financial Planning
California
$156K -$693 -1 -0.5%
M
3567
MOTCO
Texas
$156K – – –
APW
3568
Atlantic Private Wealth
North Carolina
$155K – – –
CH
3569
Canton Hathaway
Rhode Island
$154K – – –
MWM
3570
Mosley Wealth Management
California
$153K -$90.7K -131 -29%
CA
3571
Centerpoint Advisors
Massachusetts
$152K – – –
GA
3572
GoalVest Advisory
New York
$150K – – –
MSWA
3573
Marshall & Sterling Wealth Advisors
New York
$149K – – –
EA
3574
Evergreen Advisors
Tennessee
$149K +$145K +210 New
HNW
3575
High Note Wealth
Minnesota
$148K +$6.93K +10 +5%