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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
1901
Elk River Wealth Management
Colorado
$235K +$210 +1 +0.1%
FWP
1902
Firethorn Wealth Partners
Georgia
$235K +$1.89K +9 +0.9%
LWP
1903
Legacy Wealth Planning
Nevada
$235K +$13.4K +64 +6%
TFP
1904
Tilia Fiduciary Partners
North Carolina
$235K +$21.2K +101 +11%
CAC
1905
Certified Advisory Corp
Florida
$235K +$221K +1,056 New
RCA
1906
Reitz Capital Advisors
Michigan
$234K +$5.24K +25 +2%
JCM
1907
Jag Capital Management
Missouri
$232K -$117K -558 -36%
OCM
1908
Objective Capital Management
Ohio
$232K -$2.73K -13 -1%
WAG
1909
Winthrop Advisory Group
Massachusetts
$229K -$2.52K -12 -1%
FG
1910
Fiduciary Group
Georgia
$229K +$12.8K +61 +6%
QC
1911
Quent Capital
New York
$229K +$13.6K +65 +7%
GFP
1912
Gryphon Financial Partners
Ohio
$228K +$215K +1,023 New
CP
1913
Castleview Partners
Texas
$228K +$215K +1,024 New
CCG
1914
Coastwise Capital Group
California
$228K +$215K +1,024 New
IFS
1915
Ifrah Financial Services
Arkansas
$227K +$1.47K +7 +0.7%
QT
1916
Quantamental Technologies
New York
$227K +$214K +1,020 New
SCM
1917
Salem Capital Management
Massachusetts
$226K – – –
FNBOO
1918
First National Bank of Omaha
Nebraska
$226K +$212K +1,012 New
HCM
1919
Hengehold Capital Management
Ohio
$225K – – –
AIFAIM
1920
American Institute for Advanced Investment Management
Arizona
$224K – – –
NAM
1921
NTV Asset Management
West Virginia
$224K – – –
STB
1922
S&T Bank
Pennsylvania
$224K – – –
MRCM
1923
M&R Capital Management
New Jersey
$224K +$629 +3 +0.3%
BAM
1924
Bosun Asset Management
Illinois
$223K – – –
CAM
1925
Cubic Asset Management
Massachusetts
$223K – – –