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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2076
Tower Wealth Partners
Pennsylvania
$382K +$38.7K +121 +13%
PG
2077
Prostatis Group
Maryland
$382K +$27.8K +87 +9%
LIA
2078
LBMC Investment Advisors
Tennessee
$380K +$331K +1,036 New
PRWA
2079
Platte River Wealth Advisors
Colorado
$379K +$331K +1,035 New
OFA
2080
Onyx Financial Advisors
Idaho
$379K +$1.28K +4 +0.4%
CPBTD
2081
Central Pacific Bank - Trust Division
Hawaii
$379K +$333K +1,041 New
NRI
2082
NFP Retirement Inc
California
$378K -$26.2K -82 -7%
Annex Advisory Services
2083
Annex Advisory Services
Wisconsin
$378K -$28.1K -88 -8%
PIA
2084
Perennial Investment Advisors
California
$378K -$43.8K -137 -12%
Kornitzer Capital Management
2085
Kornitzer Capital Management
Kansas
$377K +$18.5K +58 +6%
Fidelity International
2086
Fidelity International
Bermuda
$377K -$65.5K -205 -17%
PWM
2087
Purus Wealth Management
California
$377K -$13.7K -43 -4%
AGWCA
2088
Annis Gardner Whiting Capital Advisors
Florida
$376K +$99.1K +310 +43%
CCA
2089
Childress Capital Advisors
Texas
$376K -$22.1K -69 -6%
CA
2090
Crane Advisory
California
$375K +$22.4K +70 +7%
HCM
2091
Hutchinson Capital Management
California
$374K +$1.28K +4 +0.4%
HCM
2092
Highview Capital Management
Illinois
$374K -$76.7K -240 -19%
MWA
2093
Meridian Wealth Advisors
Texas
$372K +$7.67K +24 +2%
ECM
2094
Exchange Capital Management
Michigan
$372K +$10.2K +32 +3%
TWA
2095
Tandem Wealth Advisors
Arizona
$372K +$4.47K +14 +1%
FUBT
2096
First United Bank & Trust
Maryland
$371K +$93.6K +293 +41%
CG
2097
CFO4Life Group
Texas
$371K +$78.9K +247 +32%
SWIM
2098
Smallwood Wealth Investment Management
New Jersey
$370K – – –
PCTC
2099
Perkins Coie Trust Company
Washington
$370K – – –
PPP
2100
Private Portfolio Partners
New Jersey
$369K -$151K -473 -32%