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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1426
Summit Wealth Partners
Florida
$214K +$202K +1,448 New
PTP
1427
Platform Technology Partners
New York
$213K +$201K +1,439 New
BHTS
1428
Bar Harbor Trust Services
Maine
$213K +$202K +1,444 New
BA
1429
Bristlecone Advisors
Washington
$212K -$114K -820 -36%
BFC
1430
Bedel Financial Consulting
Indiana
$212K +$140 +1 +0.1%
CWM
1431
Cordatus Wealth Management
Pennsylvania
$212K +$200K +1,435 New
HCM
1432
Hillman Capital Management
Maryland
$212K +$200K +1,435 New
APW
1433
Acima Private Wealth
Virginia
$210K
ACM
1434
AUA Capital Management
Pennsylvania
$210K
TA
1435
Tiedemann Advisors
New York
$210K +$198K +1,420 New
CPIG
1436
Chicago Partners Investment Group
Illinois
$210K +$198K +1,421 New
CA
1437
Cortland Associates
Missouri
$209K +$198K +1,417 New
MCM
1438
Monarch Capital Management
Indiana
$209K +$198K +1,417 New
SFS
1439
Summit Financial Strategies
Ohio
$209K +$198K +1,417 New
LC
1440
Lindbrook Capital
California
$208K
CAG
1441
Csenge Advisory Group
Florida
$208K +$197K +1,411 New
WIA
1442
Westbourne Investment Advisors
Maryland
$207K +$195K +1,400 New
HWA
1443
Heritage Wealth Advisors
Virginia
$207K
LWMM
1444
Legacy Wealth Management (Mississippi)
Mississippi
$207K +$195K +1,400 New
CAM
1445
Congress Asset Management
Massachusetts
$206K +$194K +1,393 New
FBT
1446
First Bankers Trust
Kentucky
$205K +$194K +1,391 New
PGAM
1447
Princeton Global Asset Management
New Jersey
$204K +$45.6K +327 +31%
SIG
1448
Sargent Investment Group
Maryland
$204K +$193K +1,380 New
PWMAG
1449
Pinnacle Wealth Management Advisory Group
New Jersey
$204K +$193K +1,383 New
ZIC
1450
ZWJ Investment Counsel
Georgia
$204K +$193K +1,383 New