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Caterpillar
CAT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VFM
4026
Vision Financial Markets
Connecticut
USD 20.2 k – – –
LD
4027
Lipe & Dalton
New York
USD 20 k – – –
MIM
4028
Marshall Investment Management
Colorado
USD 19.2 k +USD 2.64 k +3 +20%
PAP
4029
Persistent Asset Partners
Hong Kong
USD 19.2 k +USD 15.8 k +18 Nuevas
JFG
4030
JDM Financial Group
Texas
USD 18.1 k – – –
GSEP
4031
Golden State Equity Partners
California
USD 17 k -USD 7.06 M -8,038 -100%
CCMR
4032
Core Capital Management & Research
Texas
USD 16.2 k +USD 17.6 k +20 Nuevas
RGC
4033
Regents Gate Capital
United Kingdom
USD 16 k -USD 21.9 M -24,935 -100%
MAFA
4034
MJT & Associates Financial Advisory
Minnesota
USD 14.9 k – – –
PSFG
4035
Park Square Financial Group
Georgia
USD 13.8 k -USD 2.64 k -3 -19%
FW
4036
Fairway Wealth
Ohio
USD 12.8 k -USD 575 k -654 -98%
PS
4037
PayPay Securities
Japan
USD 12.8 k – – –
HIW
4038
Holos Integrated Wealth
Pennsylvania
USD 12.2 k – – –
SA
4039
Strategic Advocates
Utah
USD 11.7 k +USD 7.91 k +9 +450%
SNBOSD
4040
Security National Bank of So Dak
Iowa
USD 10.6 k -USD 439 k -500 -98%
CG
4041
Curat Global
New Hampshire
USD 10.6 k – – –
FAI
4042
Fiduciary Advisors Inc
Missouri
USD 10.6 k +USD 8.78 k +10 Nuevas
CNBT
4043
Cornerstone National Bank & Trust
Illinois
USD 8.92 k – – –
GWM
4044
Gilpin Wealth Management
Colorado
USD 8.52 k – – –
ICM
4045
Islay Capital Management
Texas
USD 8.52 k -USD 878 -1 -11%
BWM
4046
Benson Wealth Management
Tennessee
USD 8.52 k – – –
BA
4047
Bard Associates
Illinois
USD 7.46 k +USD 6.15 k +7 Nuevas
WA
4048
Whipplewood Advisors
Colorado
USD 7.45 k -USD 43.9 k -50 -88%
ICCON
4049
Investment Counsel Company of Nevada
Nevada
USD 6.39 k +USD 5.27 k +6 Nuevas
CCMW
4050
Cypress Capital Management (Wyoming)
Wyoming
USD 6.39 k – – –
160 161
162
163 164