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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LA
2326
Lynch & Associates
Indiana
$208K +$182K +702 New
TWM
2327
TMD Wealth Management
Arizona
$208K +$182K +702 New
OL
2328
Owen LaRue
Kentucky
$207K +$182K +701 New
GFPC
2329
Global Financial Private Client
Florida
$207K – – –
TCOK
2330
Trust Company of Kansas
Kansas
$207K +$182K +701 New
MWM
2331
Meritas Wealth Management
California
$207K +$182K +700 New
NCM
2332
Northside Capital Management
Oregon
$207K +$182K +700 New
PM
2333
Penbrook Management
New York
$207K +$182K +700 New
SRC
2334
Stone Run Capital
New York
$207K +$182K +700 New
KCFA
2335
Key Client Fiduciary Advisors
New Jersey
$206K +$181K +698 New
KWM
2336
Keebeck Wealth Management
Illinois
$206K +$181K +698 New
PHS
2337
Pekin Hardy Strauss
Illinois
$206K +$181K +698 New
ISWM
2338
Independent Solutions Wealth Management
New York
$206K +$181K +697 New
CAM
2339
Claret Asset Management
Quebec, Canada
$206K +$181K +696 New
CCG
2340
Chatham Capital Group
Georgia
$206K +$180K +695 New
CCFM
2341
Clear Creek Financial Management
Washington
$205K -$67.2K -259 -27%
NFC
2342
Northeast Financial Consultants
Connecticut
$205K +$180K +692 New
HBT
2343
Hills Bank & Trust
Iowa
$204K – – –
SWP
2344
Semus Wealth Partners
Florida
$204K +$179K +690 New
EFM
2345
E Fund Management
China
$204K -$27.8K -107 -13%
ACM
2346
AlphaStar Capital Management
North Carolina
$204K +$179K +689 New
SPWM
2347
Spartan Planning & Wealth Management
North Carolina
$203K -$24.4K -94 -12%
PSB
2348
Piscataqua Savings Bank
New Hampshire
$203K – – –
WAAG
2349
Wealth Alliance Advisory Group
Kansas
$203K +$178K +685 New
GFL
2350
Granite FO LLC
New Hampshire
$203K – – –