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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
2351
Global Assets Advisory
Florida
$298K +$34.5K +100 +15%
MLFP
2352
MPS Loria Financial Planners
Illinois
$297K -$231K -668 -47%
BP
2353
Broadleaf Partners
Ohio
$297K – – –
BOPW
2354
Brandywine Oak Private Wealth
Pennsylvania
$297K +$34.5K +100 +15%
PGWM
2355
Parisi Gray Wealth Management
New Jersey
$296K -$4.83K -14 -2%
PP
2356
Pegasus Partners
Wisconsin
$296K – – –
AT
2357
Arlington Trust
Alabama
$296K +$141K +408 +117%
CRWM
2358
Castle Rock Wealth Management
California
$295K -$69.4K -201 -21%
EFG
2359
Ethos Financial Group
Pennsylvania
$295K +$9.32K +27 +4%
HFRG
2360
Houlihan Financial Resource Group
Virginia
$295K +$260K +754 New
Cohen & Steers
2361
Cohen & Steers
New York
$295K +$261K +755 New
ACP
2362
Arcus Capital Partners
Georgia
$295K +$345 +1 +0.1%
MCM
2363
Maple Capital Management
Vermont
$295K -$170K -491 -39%
BIM
2364
Barton Investment Management
Pennsylvania
$295K – – –
GPI
2365
General Partner Inc
Pennsylvania
$294K – – –
ERWM
2366
Elk River Wealth Management
Colorado
$293K – – –
MCA
2367
Millennium Capital Advisors
Arkansas
$293K – – –
PP
2368
Pingora Partners
Wyoming
$293K – – –
WAM
2369
WNY Asset Management
New York
$293K -$138K -400 -35%
MAM
2370
McLean Asset Management
Virginia
$292K +$4.49K +13 +2%
WRPWM
2371
Werba Rubin Papier Wealth Management
California
$292K +$11.1K +32 +4%
HWMG
2372
Hurlow Wealth Management Group
Indiana
$292K – – –
AC
2373
ASB Consultores
Florida
$292K +$258K +746 New
FIBT
2374
First International Bank & Trust
North Dakota
$291K +$6.91K +20 +3%
DWA
2375
Dorsey Wright & Associates
California
$291K -$1.04K -3 -0.4%