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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
2201
Per Stirling Capital Management
Texas
$325K +$4.79K +15 +2%
IFS
2202
Ifrah Financial Services
Arkansas
$325K -$4.16K -13 -1%
PMG
2203
ProVise Management Group
Florida
$324K – – –
AWM
2204
Aprio Wealth Management
Georgia
$324K +$23.3K +73 +9%
AT
2205
American Trust
Kentucky
$322K -$352K -1,100 -56%
BFA
2206
Beacon Financial Advisory
Ohio
$322K -$4.16K -13 -1%
PWM
2207
Penobscot Wealth Management
Maine
$322K -$892K -2,792 -76%
MCP
2208
Mirador Capital Partners
California
$322K -$9.91K -31 -3%
SAW
2209
Signal Advisors Wealth
Michigan
$321K -$22.4K -70 -7%
WA
2210
Waterford Advisors
New York
$321K – – –
ME
2211
McIlrath & Eck
Washington
$321K +$28.1K +88 +11%
PIAS
2212
PCA Investment Advisory Services
Ohio
$321K +$1.6K +5 +0.6%
AWM
2213
Adams Wealth Management
Utah
$321K – – –
Meag Munich Ergo
2214
Meag Munich Ergo
Germany
$321K +$40.9K +128 +17%
AlphaCore Capital
2215
AlphaCore Capital
California
$320K +$15K +47 +6%
Callan Family Office
2216
Callan Family Office
Pennsylvania
$319K -$256K -802 -48%
FDCP
2217
Foster Dykema Cabot & Partners
Massachusetts
$318K -$320 -1 -0.1%
RCM
2218
Requisite Capital Management
Texas
$316K +$959 +3 +0.3%
HAS
2219
Holland Advisory Services
Florida
$316K +$1.6K +5 +0.6%
BBI
2220
Baxter Bros Inc
Connecticut
$315K -$3.2K -10 -1%
VP
2221
Verum Partners
North Carolina
$314K +$959 +3 +0.4%
EA
2222
Eclectic Associates
California
$312K -$12.5K -39 -4%
CAM
2223
Concorde Asset Management
Michigan
$311K +$9.91K +31 +4%
OWA
2224
Octavia Wealth Advisors
Ohio
$311K -$59.8K -187 -18%
NFA
2225
Northwest Financial Advisors
Virginia
$311K +$320 +1 +0.1%