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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2076
WMG Financial Advisors
Tennessee
$304K +$267K +1,029 New
UF
2077
Univest Financial
Pennsylvania
$304K – – –
WP
2078
WealthShield Partners
North Carolina
$304K -$109K -422 -29%
RWM
2079
Revisor Wealth Management
Ohio
$302K -$74.7K -288 -22%
HCM
2080
Hutchinson Capital Management
California
$301K -$47.2K -182 -15%
PCTC
2081
Perkins Coie Trust Company
Washington
$299K -$778 -3 -0.3%
SWIM
2082
Smallwood Wealth Investment Management
New Jersey
$299K +$13.7K +53 +6%
RWA
2083
Redhawk Wealth Advisors
Minnesota
$298K -$573K -2,210 -69%
SIM
2084
SSI Investment Management
California
$297K -$1.3K -5 -0.5%
NAM
2085
NTV Asset Management
West Virginia
$297K +$259 +1 +0.1%
Winslow Capital Management
2086
Winslow Capital Management
Minnesota
$297K -$290M -1,116,826 -100%
WF
2087
WoodTrust Financial
Wisconsin
$296K – – –
LT
2088
Legacy Trust
Michigan
$296K – – –
TWA
2089
Tandem Wealth Advisors
Arizona
$296K – – –
CAM
2090
Cubic Asset Management
Massachusetts
$296K – – –
ERWM
2091
Elk River Wealth Management
Colorado
$296K – – –
MWA
2092
Miller Wealth Advisors
Colorado
$296K – – –
SAM
2093
S.A. Mason
Michigan
$296K – – –
SG
2094
Somerset Group
Minnesota
$296K – – –
LWA
2095
Ledgewood Wealth Advisors
New Hampshire
$296K +$259K +1,000 New
TA
2096
TFB Advisors
Kansas
$296K +$259K +1,000 New
CB
2097
Cadence Bank
Mississippi
$296K -$8.82K -34 -3%
CBB
2098
Citizens Business Bank
California
$294K – – –
HC
2099
Hourglass Capital
Texas
$293K -$13K -50 -5%
MWA
2100
Meridian Wealth Advisors
Texas
$293K -$2.33K -9 -0.9%