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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2501
Mark Sheptoff Financial Planning
Connecticut
$39K
HC
2502
Hoese & Co
Minnesota
$37.6K
CFS
2503
CGC Financial Services
Oregon
$37.3K
BAM
2504
Bellevue Asset Management
Washington
$37.1K +$259 +1 +0.8%
PA
2505
Pineridge Advisors
Missouri
$36.4K +$31.9K +123 New
RAM
2506
Riggs Asset Management
Pennsylvania
$36.1K
IHWM
2507
Iron Horse Wealth Management
Iowa
$34.3K
PCMC
2508
Planning Capital Management Corporation
Pennsylvania
$34K +$29.8K +115 New
CMA
2509
Cedar Mountain Advisors
Oregon
$32.6K
GC
2510
Gilfoyle & Co
California
$32.1K +$27.8K +107 New
QL
2511
Quarry LP
New York
$31.9K -$37.4K -144 -57%
SWA
2512
SOA Wealth Advisors
New York
$31K -$25.7K -99 -49%
WFA
2513
West Financial Advisors
Iowa
$30.5K -$9.34K -36 -26%
VL
2514
Vima LLC
Michigan
$30.5K +$26.5K +102 New
RFA
2515
Resurgent Financial Advisors
Georgia
$30.2K -$2.33K -9 -8%
NCM
2516
Northwest Capital Management
Oregon
$30K
TH
2517
TCTC Holdings
Texas
$29.6K
TLCM
2518
Twin Lakes Capital Management
California
$29.6K
DF
2519
Dunhill Financial
United Kingdom
$29.1K +$25.4K +98 New
RFS
2520
Richardson Financial Services
Massachusetts
$27.2K +$23.9K +92 New
Capstone Investment Advisors
2521
Capstone Investment Advisors
New York
$26.9K -$2.24M -8,651 -99%
PWM
2522
Partnership Wealth Management
Maryland
$26.4K +$22.8K +88 New
CJ
2523
Caitlin John
Michigan
$26K +$22.8K +88 New
DFC
2524
DB Fitzpatrick & Co
Idaho
$26K
AP
2525
Aspect Partners
Virginia
$25.1K +$22.1K +85 New