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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1601
Sunburst Financial Group
Alabama
$274K – – –
SWM
1602
Sugarloaf Wealth Management
Georgia
$274K +$22.8K +125 +8%
STA
1603
Summit Trail Advisors
New York
$274K +$24.5K +134 +9%
TWM
1604
Tradition Wealth Management
Minnesota
$274K +$35.1K +192 +13%
AAS
1605
Annex Advisory Services
Wisconsin
$273K -$7.12K -39 -2%
FFMBT
1606
First Farmers & Merchants Bank Trust
Tennessee
$273K – – –
DWM
1607
Doyle Wealth Management
Florida
$273K +$14.6K +80 +5%
APWM
1608
Atlas Private Wealth Management
New York
$272K -$183 -1 -0.1%
CFCI
1609
Comprehensive Financial Consultants Institutional
Indiana
$270K – – –
RFA
1610
Resurgent Financial Advisors
Georgia
$270K – – –
SFG
1611
Sovereign Financial Group
Connecticut
$270K +$2.74K +15 +0.9%
BWM
1612
BNC Wealth Management
Oregon
$270K +$6.03K +33 +2%
SC
1613
Schulhoff & Co
Ohio
$270K +$18.3K +100 +6%
RPWA
1614
Regent Peak Wealth Advisors
Georgia
$267K -$6.58K -36 -2%
GAM
1615
Gould Asset Management
California
$267K -$913 -5 -0.3%
NSAM
1616
North Star Asset Management
Wisconsin
$267K – – –
WA
1617
Wealth Alliance
New York
$267K +$4.75K +26 +2%
FAG
1618
Fortitude Advisory Group
Washington
$267K +$31.6K +173 +12%
FBC
1619
Fairfield, Bush & Co
Connecticut
$266K – – –
BRA
1620
Bender Robert & Associates
California
$265K – – –
AA
1621
Addison Advisors
Vermont
$265K +$6.39K +35 +2%
SFO
1622
Stokes Family Office
Louisiana
$264K -$50.8K -278 -15%
CNB
1623
Camden National Bank
Maine
$264K -$3.65K -20 -1%
PFG
1624
Pinnacle Financial Group
Illinois
$264K – – –
VBFG
1625
Vishria Bird Financial Group
Tennessee
$264K – – –