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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
UF
2076
Univest Financial
Pennsylvania
$304K
WP
2077
WealthShield Partners
North Carolina
$304K -$109K -422 -29%
RWM
2078
Revisor Wealth Management
Ohio
$302K -$74.7K -288 -22%
HCM
2079
Hutchinson Capital Management
California
$301K -$47.2K -182 -15%
PCTC
2080
Perkins Coie Trust Company
Washington
$299K -$778 -3 -0.3%
SWIM
2081
Smallwood Wealth Investment Management
New Jersey
$299K +$13.7K +53 +6%
RWA
2082
Redhawk Wealth Advisors
Minnesota
$298K -$573K -2,210 -69%
SIM
2083
SSI Investment Management
California
$297K -$1.3K -5 -0.5%
NAM
2084
NTV Asset Management
West Virginia
$297K +$259 +1 +0.1%
Winslow Capital Management
2085
Winslow Capital Management
Minnesota
$297K -$290M -1,116,826 -100%
WF
2086
WoodTrust Financial
Wisconsin
$296K
LT
2087
Legacy Trust
Michigan
$296K
TWA
2088
Tandem Wealth Advisors
Arizona
$296K
CAM
2089
Cubic Asset Management
Massachusetts
$296K
ERWM
2090
Elk River Wealth Management
Colorado
$296K
MWA
2091
Miller Wealth Advisors
Colorado
$296K
SAM
2092
S.A. Mason
Michigan
$296K
SG
2093
Somerset Group
Minnesota
$296K
LWA
2094
Ledgewood Wealth Advisors
New Hampshire
$296K +$259K +1,000 New
TA
2095
TFB Advisors
Kansas
$296K +$259K +1,000 New
CB
2096
Cadence Bank
Mississippi
$296K -$8.82K -34 -3%
CBB
2097
Citizens Business Bank
California
$294K
HC
2098
Hourglass Capital
Texas
$293K -$13K -50 -5%
MWA
2099
Meridian Wealth Advisors
Texas
$293K -$2.33K -9 -0.9%
SXL
2100
Summit X LLC
Missouri
$293K -$52.1K -201 -17%