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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
1876
OFC Financial Planning
New Jersey
$615K +$657K +1,695 New
CSA
1877
Cornerstone Select Advisors
Missouri
$615K +$657K +1,694 New
RZH
1878
Relyea Zuckerberg Hanson
Connecticut
$613K +$41.9K +108 +7%
PWM
1879
Peterson Wealth Management
Nevada
$612K +$31.8K +82 +5%
TFA
1880
Trinity Financial Advisors
Ohio
$612K – – –
HFBOT
1881
Home Federal Bank of Tennessee
Tennessee
$611K – – –
FC
1882
FCA Corp
Texas
$611K – – –
WFI
1883
West Family Investments
California
$609K -$8.14K -21 -1%
EA
1884
Everpar Advisors
Oklahoma
$609K +$70.2K +181 +12%
BOJHT
1885
Bank of Jackson Hole Trust
Wyoming
$609K +$651K +1,678 New
KWM
1886
Kaydan Wealth Management
Michigan
$608K – – –
RA
1887
Rational Advisors
New York
$608K +$599K +1,545 +1,188%
SWP
1888
Summit Wealth Partners
Florida
$607K -$3.88K -10 -0.6%
ARG
1889
Advisory Resource Group
Oklahoma
$607K – – –
CLP
1890
Charis Legacy Partners
Texas
$606K +$648K +1,670 New
RIP
1891
Reliant Investment Partners
North Carolina
$606K +$648K +1,670 New
YIA
1892
YHB Investment Advisors
Connecticut
$604K -$19.4K -50 -3%
JWM
1893
Jeppson Wealth Management
California
$603K +$388 +1 +0.1%
SSW
1894
Smith Shellnut Wilson
Mississippi
$603K +$43K +111 +7%
SPF
1895
South Plains Financial
Texas
$602K +$644K +1,660 New
OPPS
1896
Obsidian Personal Planning Solutions
Maryland
$602K +$27.9K +72 +5%
DI
1897
Disciplined Investors
Texas
$602K +$644K +1,660 New
USB
1898
Union Savings Bank
Connecticut
$601K -$19K -49 -3%
RCA
1899
Ranch Capital Advisors
Florida
$601K +$776 +2 +0.1%
GAM
1900
Gould Asset Management
California
$600K +$64K +165 +11%