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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1901
Firethorn Wealth Partners
Georgia
$235K +$1.89K +9 +0.9%
LWP
1902
Legacy Wealth Planning
Nevada
$235K +$13.4K +64 +6%
TFP
1903
Tilia Fiduciary Partners
North Carolina
$235K +$21.2K +101 +11%
CAC
1904
Certified Advisory Corp
Florida
$235K +$221K +1,056 New
RCA
1905
Reitz Capital Advisors
Michigan
$234K +$5.24K +25 +2%
JCM
1906
Jag Capital Management
Missouri
$232K -$117K -558 -36%
OCM
1907
Objective Capital Management
Ohio
$232K -$2.73K -13 -1%
WAG
1908
Winthrop Advisory Group
Massachusetts
$229K -$2.52K -12 -1%
FG
1909
Fiduciary Group
Georgia
$229K +$12.8K +61 +6%
QC
1910
Quent Capital
New York
$229K +$13.6K +65 +7%
GFP
1911
Gryphon Financial Partners
Ohio
$228K +$215K +1,023 New
CP
1912
Castleview Partners
Texas
$228K +$215K +1,024 New
CCG
1913
Coastwise Capital Group
California
$228K +$215K +1,024 New
IFS
1914
Ifrah Financial Services
Arkansas
$227K +$1.47K +7 +0.7%
QT
1915
Quantamental Technologies
New York
$227K +$214K +1,020 New
SCM
1916
Salem Capital Management
Massachusetts
$226K
FNBOO
1917
First National Bank of Omaha
Nebraska
$226K +$212K +1,012 New
HCM
1918
Hengehold Capital Management
Ohio
$225K
AIFAIM
1919
American Institute for Advanced Investment Management
Arizona
$224K
NAM
1920
NTV Asset Management
West Virginia
$224K
STB
1921
S&T Bank
Pennsylvania
$224K
MRCM
1922
M&R Capital Management
New Jersey
$224K +$629 +3 +0.3%
BAM
1923
Bosun Asset Management
Illinois
$223K
CAM
1924
Cubic Asset Management
Massachusetts
$223K
MCM
1925
Magnolia Capital Management
New York
$223K