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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TCOK
2151
Trust Company of Kansas
Kansas
$460K – – –
AFM
2152
Armstrong Fleming & Moore
District of Columbia
$460K +$395K +1,184 New
EFM
2153
E Fund Management
China
$459K -$1.68M -5,027 -81%
MWP
2154
Meredith Wealth Planning
Illinois
$458K – – –
KAM
2155
KEB Asset Management
Illinois
$458K – – –
FWA
2156
FSM Wealth Advisors
Ohio
$458K +$101K +303 +35%
CBT
2157
Crews Bank & Trust
Florida
$457K +$54K +162 +16%
OL
2158
Optas LLC
Texas
$456K +$30.7K +92 +9%
AMM
2159
American Money Management
California
$455K -$21.3K -64 -5%
CWA
2160
Canvas Wealth Advisors
Kansas
$455K +$41.3K +124 +13%
MSWM
2161
Mowery & Schoenfeld Wealth Management
Illinois
$455K -$67K -201 -15%
EA
2162
Ergawealth Advisors
Illinois
$455K +$390K +1,171 New
ACM
2163
AUA Capital Management
Pennsylvania
$454K – – –
ACS
2164
Archford Capital Strategies
Illinois
$454K +$11K +33 +3%
VIPI
2165
Vista Investment Partners II
Indiana
$454K -$2.15M -6,453 -85%
FPL
2166
Fortress Private Ledger
North Carolina
$453K +$27K +81 +7%
EWS
2167
Eagle Wealth Strategies
New Jersey
$453K – – –
MQWP
2168
Morey & Quinn Wealth Partners
Nebraska
$453K +$21.7K +65 +6%
KTM
2169
Keeler Thomas Management
Utah
$452K -$2.39M -7,158 -86%
BF
2170
Brogan Financial
Tennessee
$450K -$66.3K -199 -15%
TWM
2171
TCFG Wealth Management
California
$449K -$1.67K -5 -0.4%
Legacy Financial Group (Iowa)
2172
Legacy Financial Group (Iowa)
Iowa
$448K -$9.67K -29 -2%
WIM
2173
Warwick Investment Management
Texas
$448K -$4.33K -13 -1%
NAMNJ
2174
NorthStar Asset Management (New Jersey)
New Jersey
$447K +$60K +180 +19%
ABLA
2175
Alan B. Lancz & Associates
Ohio
$446K – – –