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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
1801
Graves Light Lenhart Wealth
Virginia
$226K +$211 +1 +0.1%
WFI
1802
West Family Investments
California
$226K +$33.5K +159 +14%
BFA
1803
Beaumont Financial Advisors
Massachusetts
$225K +$1.48K +7 +0.6%
PI
1804
PFS Investments
Georgia
$225K +$266K +1,261 New
CA
1805
Cornerstone Advisory
Maryland
$224K +$632 +3 +0.2%
SWM
1806
Selective Wealth Management
Virginia
$223K – – –
SWM
1807
Stockman Wealth Management
Montana
$223K +$11.4K +54 +5%
CWM
1808
Cordatus Wealth Management
Pennsylvania
$221K – – –
BA
1809
Bristlecone Advisors
Washington
$221K +$35.6K +169 +16%
AF
1810
Alerus Financial
North Dakota
$220K -$25.7K -122 -9%
SCA
1811
Sandy Cove Advisors
Massachusetts
$220K +$211 +1 +0.1%
SAS
1812
Stelac Advisory Services
New York
$220K +$259K +1,230 New
EA
1813
Eclectic Associates
California
$219K – – –
RCG
1814
Resource Consulting Group
Florida
$219K – – –
HGERS
1815
Householder Group Estate & Retirement Specialist
Arizona
$219K +$632 +3 +0.2%
CTA
1816
Chesley Taft & Associates
Illinois
$219K +$13.7K +65 +6%
CCC
1817
Chelsea Counsel Company
California
$218K – – –
OWM
1818
OneAscent Wealth Management
Alabama
$217K – – –
PWM
1819
Paulson Wealth Management
Illinois
$217K – – –
LC
1820
Lavaca Capital
Texas
$215K -$1.05M -5,000 -83%
TA
1821
Tectonic Advisors
Texas
$215K -$14.5K -69 -5%
MWA
1822
Meridian Wealth Advisors
Texas
$215K -$2.11K -10 -0.8%
FC
1823
FCA Corp
Texas
$215K – – –
GP
1824
Greenline Partners
New York
$215K – – –
PWMG
1825
Pinnacle Wealth Management Group
Michigan
$215K – – –