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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1851
WNY Asset Management
New York
$292K +$266K +1,220 New
GP
1852
Greenline Partners
New York
$289K +$262K +1,205 New
CRG
1853
Cornerstone Retirement Group
Nevada
$288K +$262K +1,204 New
OCM
1854
Objective Capital Management
Ohio
$288K +$262K +1,202 New
OFG
1855
OmniStar Financial Group
North Carolina
$288K +$262K +1,202 New
NC
1856
NBW Capital
Massachusetts
$288K +$261K +1,201 New
FC
1857
FCA Corp
Texas
$287K +$261K +1,200 New
AFAS
1858
Acorn Financial Advisory Services
Virginia
$287K +$261K +1,199 New
TA
1859
TruWealth Advisors
Louisiana
$287K +$261K +1,198 New
DJSG
1860
D.J. St. Germain
Massachusetts
$287K +$364K +1,670 +30%
OCM
1861
One Capital Management
California
$287K -$51.6K -237 -17%
HCM
1862
Hutchinson Capital Management
California
$286K -$109K -501 -30%
PGIM
1863
Pacific Global Investment Management
California
$286K +$260K +1,194 New
CWA
1864
CJM Wealth Advisers
Virginia
$286K +$260K +1,193 New
WAG
1865
Wallace Advisory Group
California
$286K +$260K +1,193 New
MAM
1866
Marotta Asset Management
Virginia
$286K -$24.2K -111 -9%
BA
1867
Bristlecone Advisors
Washington
$286K +$259K +1,192 New
PIA
1868
Perennial Investment Advisors
California
$285K +$259K +1,190 New
CCM
1869
Canal Capital Management
Virginia
$284K +$258K +1,184 New
WCA
1870
Westover Capital Advisors
Delaware
$283K +$258K +1,183 New
HAG
1871
HF Advisory Group
Maryland
$283K +$258K +1,183 New
BF
1872
Brogan Financial
Tennessee
$283K +$257K +1,182 New
MVA
1873
Mount Vernon Associates
Maryland
$282K +$256K +1,176 New
CA
1874
CapWealth Advisors
Tennessee
$282K +$256K +1,176 New
FA
1875
Fagan Associates
New York
$281K +$255K +1,173 New