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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
2201
Paces Ferry Wealth Advisors
Georgia
$205K +$204K +753 New
QPBE
2202
Quintet Private Bank (Europe)
Luxembourg
$205K -$199K -735 -49%
VP
2203
Verum Partners
North Carolina
$205K +$204K +752 New
HFS
2204
Heritage Financial Services
Massachusetts
$205K +$203K +750 New
MCA
2205
Millennium Capital Advisors
Arkansas
$205K +$203K +750 New
ST
2206
Sageworth Trust
Pennsylvania
$205K +$203K +750 New
HWMG
2207
Hurlow Wealth Management Group
Indiana
$204K +$203K +749 New
MME
2208
Meag Munich Ergo
Germany
$204K -$36.4K -134 -15%
TWP
2209
Total Wealth Planning
Ohio
$204K +$203K +748 New
HCM
2210
Hall Capital Management
Rhode Island
$203K +$202K +745 New
SFG
2211
Steward Financial Group
Texas
$202K
SIC
2212
Sterling Investment Counsel
New York
$200K +$199K +734 New
MWP
2213
Madison Wealth Partners
Wisconsin
$200K +$199K +733 New
UIA
2214
Ulland Investment Advisors
Minnesota
$195K
AGWCA
2215
Annis Gardner Whiting Capital Advisors
Florida
$193K +$192K +708 New
GFPC
2216
Global Financial Private Client
Florida
$190K
ICM
2217
Intrepid Capital Management
Florida
$190K -$26.9K -99 -12%
VWM
2218
Venturi Wealth Management
Texas
$189K +$32.3K +119 +21%
HBT
2219
Hills Bank & Trust
Iowa
$189K
HIM
2220
Hillsdale Investment Management
Ontario, Canada
$188K +$97.7K +360 +109%
PSB
2221
Piscataqua Savings Bank
New Hampshire
$187K
GFL
2222
Granite FO LLC
New Hampshire
$187K +$23.1K +85 +14%
PCFFS
2223
Pacific Center for Financial Services
California
$183K +$814 +3 +0.4%
Walleye Trading
2224
Walleye Trading
New York
$181K +$180K +662 New
GJIA
2225
Glass Jacobson Investment Advisors
Maryland
$178K