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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1301
Stonebridge Capital Advisors
Minnesota
$226K +$4.98K +42 +2%
HWA
1302
Heritage Wealth Advisors
Virginia
$226K +$45.6K +385 +28%
CG
1303
Corundum Group
Colorado
$224K -$20.5K -173 -9%
UAS
1304
United Asset Strategies
New York
$224K -$16.7K -141 -7%
WKWM
1305
Walter & Keenan Wealth Management
Indiana
$224K +$210K +1,768 New
IAP
1306
Indie Asset Partners
Indiana
$223K -$55.7K -470 -23%
SFG
1307
Sunburst Financial Group
Alabama
$223K +$209K +1,765 New
SFP
1308
Shepherd Financial Partners
Massachusetts
$222K +$208K +1,754 New
GPFA
1309
Game Plan Financial Advisors
Ohio
$220K
GI
1310
Gradient Investments
Minnesota
$220K +$5.81K +49 +3%
ARMC
1311
American Research & Management Company
Massachusetts
$219K +$2.37K +20 +1%
CG
1312
CFO4Life Group
Texas
$219K +$206K +1,735 New
SB
1313
Sunflower Bank
Texas
$219K +$206K +1,736 New
SFSG
1314
Stearns Financial Services Group
North Carolina
$218K -$39.1K -330 -16%
BRA
1315
Bender Robert & Associates
California
$218K -$13.3K -112 -6%
FMT
1316
First Mercantile Trust
Tennessee
$218K +$41.5K +350 +26%
LNB
1317
Ledyard National Bank
$217K -$20.7K -175 -9%
TA
1318
Tiedemann Advisors
New York
$217K +$203K +1,709 New
MA
1319
MCF Advisors
Kentucky
$216K -$72.4K -611 -26%
Jones Financial Companies
1320
Jones Financial Companies
Missouri
$216K -$23.7K -200 -10%
VWM
1321
Vigilare Wealth Management
Arizona
$215K -$169K -1,427 -46%
CWA
1322
Clarus Wealth Advisors
Arizona
$215K +$200K +1,691 New
SWP
1323
Summit Wealth Partners
Florida
$213K +$200K +1,684 New
ISWM
1324
Independent Solutions Wealth Management
New York
$210K +$197K +1,661 New
AMM
1325
American Money Management
California
$210K +$197K +1,658 New