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Caterpillar

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