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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFAM
3851
Sawyer Falduto Asset Management
Illinois
$208K – – –
CWA
3852
Continuum Wealth Advisors
New York
$208K +$171K +195 New
MFA
3853
Morling Financial Advisors
California
$208K +$171K +195 New
RP
3854
Riverwater Partners
Wisconsin
$208K +$171K +195 New
SFC
3855
Sprinkle Financial Consultants
Colorado
$208K +$171K +195 New
RCM
3856
Regency Capital Management
Hawaii
$208K +$171K +195 New
BP
3857
BWM Planning
Texas
$207K +$170K +194 New
LTM
3858
Lotus Technology Management
Florida
$207K +$170K +194 New
EP
3859
Essential Partners
California
$206K +$29.9K +34 +21%
DLCIG
3860
D.L. Carlson Investment Group
New Hampshire
$206K +$170K +193 New
EFG
3861
Elevated Financial Group
Indiana
$205K +$170K +193 New
NWS
3862
Nvest Wealth Strategies
Ohio
$205K – – –
SFG
3863
Snider Financial Group
Washington
$205K +$170K +193 New
KFP
3864
Kerr Financial Planning
California
$204K +$878 +1 +0.5%
JCM
3865
J2 Capital Management
Michigan
$204K -$909K -1,035 -84%
SHA
3866
Seneca House Advisors
Virginia
$204K +$169K +192 New
PSA
3867
Plum Street Advisors
Louisiana
$203K +$168K +191 New
DI
3868
DDFG Inc
California
$203K +$168K +191 New
SHF
3869
Stage Harbor Financial
Massachusetts
$203K +$168K +191 New
W
3870
WorthPointe
California
$203K +$168K +191 New
WJA
3871
Willis Johnson & Associates
Texas
$203K -$262K -298 -61%
SCM
3872
Sage Capital Management
New Jersey
$203K +$167K +190 New
GWA
3873
Gutierrez Wealth Advisory
Arkansas
$202K +$167K +190 New
KWM
3874
KFG Wealth Management
Indiana
$202K +$167K +190 New
PW
3875
PUREfi Wealth
Massachusetts
$202K +$167K +190 New