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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1826
Pinnacle Wealth Management Group
Michigan
$267K – – –
AAP
1827
Ardsley Advisory Partners
Connecticut
$267K +$252K +1,200 New
FC
1828
FCA Corp
Texas
$267K +$252K +1,200 New
CFAM
1829
Center For Asset Management
Florida
$266K +$210 +1 +0.1%
SWM
1830
Stockman Wealth Management
Montana
$266K +$419 +2 +0.2%
TA
1831
TruWealth Advisors
Louisiana
$266K +$2.73K +13 +1%
AFAS
1832
Acorn Financial Advisory Services
Virginia
$266K +$11.3K +54 +5%
FNT
1833
First Nebraska Trust
Nebraska
$266K – – –
CWA
1834
CJM Wealth Advisers
Virginia
$265K – – –
MA
1835
Maxele Advisors
Missouri
$264K -$5.24K -25 -2%
DA
1836
Doliver Advisors
Texas
$263K +$248K +1,181 New
MVA
1837
Mount Vernon Associates
Maryland
$262K -$41.9K -200 -15%
GKWIM
1838
Gerber Kawasaki Wealth & Investment Management
California
$262K -$39.6K -189 -14%
CA
1839
CapWealth Advisors
Tennessee
$262K – – –
GC
1840
Grimes & Company
Massachusetts
$262K – – –
PGIM
1841
Pacific Global Investment Management
California
$261K +$419 +2 +0.2%
EWM
1842
Executive Wealth Management
Michigan
$260K +$2.94K +14 +1%
LWP
1843
Lumature Wealth Partners
Georgia
$260K +$245K +1,169 New
BW
1844
Basepoint Wealth
Iowa
$260K +$2.73K +13 +1%
GWM
1845
GSB Wealth Management
Connecticut
$259K -$52.2K -249 -18%
SAM
1846
Secure Asset Management
Michigan
$259K -$2.52K -12 -1%
AFS
1847
Access Financial Services
Minnesota
$259K +$244K +1,164 New
RCWM
1848
Royal Capital Wealth Management
Indiana
$258K – – –
GCP
1849
GSA Capital Partners
United Kingdom
$258K +$243K +1,157 New
NRI
1850
NFP Retirement Inc
California
$258K +$30K +143 +14%