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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1326
Security Financial Services
Indiana
$979K – – –
PFSC
1327
Peoples Financial Services Corp
Pennsylvania
$979K +$18.4K +71 +2%
AF
1328
Advisornet Financial
Minnesota
$978K -$71.3K -275 -8%
VWA
1329
Visionary Wealth Advisors
Illinois
$974K +$26.2K +101 +3%
TVAMP
1330
Tennessee Valley Asset Management Partners
Tennessee
$974K +$429K +1,653 +101%
CB
1331
CNB Bank
Pennsylvania
$974K – – –
MCM
1332
Mitchell Capital Management
Kansas
$973K – – –
NB
1333
Nicolet Bankshares
Wisconsin
$973K – – –
WTA
1334
Washington Trust Advisors
Massachusetts
$971K +$13.5K +52 +2%
VCM
1335
Virtue Capital Management
Tennessee
$969K -$251K -967 -22%
MMM
1336
Mendel Money Management
Illinois
$966K +$86.4K +333 +11%
KLCM
1337
KG&L Capital Management
Louisiana
$965K +$310K +1,196 +58%
P
1338
Pitcairn
Pennsylvania
$964K -$3.37K -13 -0.4%
EP
1339
Eudaimonia Partners
Tennessee
$961K -$370K -1,425 -30%
BA
1340
Birinyi Associates
Connecticut
$961K – – –
TIA
1341
Traphagen Investment Advisors
New Jersey
$960K +$842K +3,246 New
CGH
1342
CMG Global Holdings
Texas
$959K -$6.23K -24 -0.8%
SIM
1343
Stratos Investment Management
Ohio
$958K -$32.4K -125 -4%
CFA
1344
Cahill Financial Advisors
Minnesota
$956K -$48.5K -187 -5%
AAM
1345
Auxier Asset Management
Oregon
$955K -$25.9K -100 -3%
CWP
1346
Cyndeo Wealth Partners
Florida
$954K +$11.9K +46 +1%
Vanguard Capital Wealth Advisors
1347
Vanguard Capital Wealth Advisors
Colorado
$952K +$24.6K +95 +3%
MW
1348
Marcum Wealth
Ohio
$950K +$216K +832 +35%
NAS
1349
Nicolet Advisory Services
Wisconsin
$948K +$778 +3 +0.1%
WE
1350
Wealth Effects
Massachusetts
$948K -$10.1K -39 -1%