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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1876
Sound Income Strategies
Florida
$305K – – –
BFA
1877
Beacon Financial Advisory
Ohio
$305K +$223 +1 +0.1%
UF
1878
Univest Financial
Pennsylvania
$305K -$669 -3 -0.2%
BW
1879
Basepoint Wealth
Iowa
$305K +$892 +4 +0.3%
BWP
1880
BSW Wealth Partners
Colorado
$304K +$669 +3 +0.2%
CWM
1881
Cordatus Wealth Management
Pennsylvania
$304K +$275K +1,235 New
HC
1882
Hamilton Capital
Ohio
$304K +$11.1K +50 +4%
OC
1883
Oakworth Capital
Alabama
$304K +$22.3K +100 +9%
PCG
1884
Prosperity Consulting Group
Maryland
$304K -$19.6K -88 -7%
BTW
1885
Boston Trust Walden
Massachusetts
$304K +$275K +1,234 New
NLP
1886
Next Level Private
New York
$304K +$272K +1,220 New
WAM
1887
Winslow Asset Management
Ohio
$303K -$25.6K -115 -9%
GAM
1888
Gould Asset Management
California
$303K – – –
CC
1889
Corton Capital
Ontario, Canada
$302K -$73.4K -329 -21%
MFA
1890
Millington Financial Advisors
Illinois
$301K -$21K -94 -7%
RCG
1891
Resource Consulting Group
Florida
$301K – – –
IAP
1892
Indie Asset Partners
Indiana
$300K +$223 +1 +0.1%
V
1893
VeraBank
Texas
$299K -$357K -1,600 -57%
CA
1894
Claro Advisors
Massachusetts
$298K +$61.8K +277 +30%
HIIFS
1895
Harel Insurance Investments & Financial Services
Israel
$298K +$116K +520 +74%
SSA
1896
South Street Advisors
New York
$298K -$51.3K -230 -16%
WDG
1897
Wealth Dimensions Group
Ohio
$297K +$20.7K +93 +8%
OCM
1898
Objective Capital Management
Ohio
$297K +$2.01K +9 +0.8%
GP
1899
Greenline Partners
New York
$296K – – –
HCM
1900
Hutchinson Capital Management
California
$296K +$223 +1 +0.1%