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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Independent Solutions Wealth Management
2326
Independent Solutions Wealth Management
New York
$266K +$9.6K +30 +4%
PFWA
2327
Paces Ferry Wealth Advisors
Georgia
$266K -$16.9K -53 -7%
FIBT
2328
First International Bank & Trust
North Dakota
$266K – – –
Financial Enhancement Group
2329
Financial Enhancement Group
Indiana
$265K +$1.92K +6 +0.8%
EBA
2330
Eagle Bay Advisors
New York
$265K -$34.5K -108 -13%
TFP
2331
Tilia Fiduciary Partners
North Carolina
$265K -$1.28K -4 -0.6%
Principal Street Partners
2332
Principal Street Partners
Tennessee
$262K +$235K +735 New
FBT
2333
First Bank & Trust
South Dakota
$262K +$229K +716 New
UIA
2334
Ulland Investment Advisors
Minnesota
$262K – – –
Pinkerton Retirement Specialists
2335
Pinkerton Retirement Specialists
Idaho
$262K -$54.3K -170 -19%
Kendall Capital Management
2336
Kendall Capital Management
Maryland
$262K – – –
RGC
2337
Roberts, Glore & Co
Illinois
$262K – – –
HBW Advisory Services
2338
HBW Advisory Services
California
$261K – – –
Sageworth Trust
2339
Sageworth Trust
Pennsylvania
$260K – – –
McLean Asset Management
2340
McLean Asset Management
Virginia
$260K +$959 +3 +0.4%
Eubel Brady & Suttman Asset Management
2341
Eubel Brady & Suttman Asset Management
Ohio
$259K +$959 +3 +0.4%
Legacy Financial Group (Iowa)
2342
Legacy Financial Group (Iowa)
Iowa
$259K +$226K +707 New
Orgel Wealth Management
2343
Orgel Wealth Management
Wisconsin
$259K -$25.2K -79 -10%
SFC
2344
Strategic Financial Concepts
Texas
$259K +$226K +706 New
SP
2345
Successful Portfolios
Florida
$258K – – –
LA
2346
Lynch & Associates
Indiana
$257K – – –
TWM
2347
TMD Wealth Management
Arizona
$257K – – –
TCOK
2348
Trust Company of Kansas
Kansas
$257K – – –
SFC
2349
Swisher Financial Concepts
Ohio
$257K +$221K +693 New
MWM
2350
Meritas Wealth Management
California
$257K – – –