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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1426
Anfield Capital Management
California
$214K +$218K +1,560 New
SWP
1427
Summit Wealth Partners
Florida
$214K +$202K +1,448 New
PTP
1428
Platform Technology Partners
New York
$213K +$201K +1,439 New
BHTS
1429
Bar Harbor Trust Services
Maine
$213K +$202K +1,444 New
BA
1430
Bristlecone Advisors
Washington
$212K -$114K -820 -36%
BFC
1431
Bedel Financial Consulting
Indiana
$212K +$140 +1 +0.1%
CWM
1432
Cordatus Wealth Management
Pennsylvania
$212K +$200K +1,435 New
HCM
1433
Hillman Capital Management
Maryland
$212K +$200K +1,435 New
APW
1434
Acima Private Wealth
Virginia
$210K – – –
ACM
1435
AUA Capital Management
Pennsylvania
$210K – – –
TA
1436
Tiedemann Advisors
New York
$210K +$198K +1,420 New
CPIG
1437
Chicago Partners Investment Group
Illinois
$210K +$198K +1,421 New
CA
1438
Cortland Associates
Missouri
$209K +$198K +1,417 New
MCM
1439
Monarch Capital Management
Indiana
$209K +$198K +1,417 New
SFS
1440
Summit Financial Strategies
Ohio
$209K +$198K +1,417 New
LC
1441
Lindbrook Capital
California
$208K – – –
CAG
1442
Csenge Advisory Group
Florida
$208K +$197K +1,411 New
WIA
1443
Westbourne Investment Advisors
Maryland
$207K +$195K +1,400 New
HWA
1444
Heritage Wealth Advisors
Virginia
$207K – – –
LWMM
1445
Legacy Wealth Management (Mississippi)
Mississippi
$207K +$195K +1,400 New
CAM
1446
Congress Asset Management
Massachusetts
$206K +$194K +1,393 New
FBT
1447
First Bankers Trust
Kentucky
$205K +$194K +1,391 New
PGAM
1448
Princeton Global Asset Management
New Jersey
$204K +$45.6K +327 +31%
SIG
1449
Sargent Investment Group
Maryland
$204K +$193K +1,380 New
PWMAG
1450
Pinnacle Wealth Management Advisory Group
New Jersey
$204K +$193K +1,383 New