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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
1651
Vishria Bird Financial Group
Tennessee
$287K – – –
ICM
1652
IMS Capital Management
Oregon
$286K – – –
PWP
1653
Pursue Wealth Partners
California
$286K – – –
SIM
1654
SSI Investment Management
California
$286K – – –
WMG
1655
WESCAP Management Group
California
$286K – – –
WA
1656
WealthTrust Axiom
Pennsylvania
$286K +$211 +1 +0.1%
PWM
1657
PBMares Wealth Management
Virginia
$286K +$29.5K +140 +10%
WA
1658
Wealth Alliance
New York
$286K +$338K +1,602 New
IIM
1659
Ironwood Investment Management
Massachusetts
$285K -$84.3K -400 -20%
DBT
1660
Dubuque Bank & Trust
Iowa
$285K -$30.3K -144 -8%
BWA
1661
BDO Wealth Advisors
Florida
$284K -$42.1K -200 -11%
ACA
1662
Affinity Capital Advisors
California
$284K +$843 +4 +0.3%
TVAMP
1663
Tennessee Valley Asset Management Partners
Tennessee
$284K +$1.26K +6 +0.4%
SWMG
1664
Sanchez Wealth Management Group
Florida
$284K +$1.9K +9 +0.6%
EAM
1665
Empirical Asset Management
Massachusetts
$284K +$145K +688 +76%
AWP
1666
Abacus Wealth Partners
California
$284K -$21.7K -103 -6%
PL
1667
Plancorp LLC
Missouri
$283K -$1.48K -7 -0.4%
DWM
1668
Doyle Wealth Management
Florida
$283K +$5.06K +24 +2%
AIP
1669
Almanack Investment Partners
Pennsylvania
$282K -$21.7K -103 -6%
CCMD
1670
Cypress Capital Management (Delaware)
Delaware
$282K – – –
AA
1671
Addison Advisors
Vermont
$282K +$3.79K +18 +1%
TSWM
1672
Tyler-Stone Wealth Management
Ohio
$281K +$421 +2 +0.1%
WMA
1673
West Michigan Advisors
Michigan
$281K +$206K +978 +92%
WMA
1674
Wealth Management Associates
New Jersey
$280K +$211 +1 +0.1%
BBNA
1675
Bremer Bank National Association
Minnesota
$280K -$10.5K -50 -3%