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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
2501
Fortitude Family Office
Arizona
$39.3K +$34.5K +133 New
MSFP
2502
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
HC
2503
Hoese & Co
Minnesota
$37.6K – – –
CFS
2504
CGC Financial Services
Oregon
$37.3K – – –
BAM
2505
Bellevue Asset Management
Washington
$37.1K +$259 +1 +0.8%
PA
2506
Pineridge Advisors
Missouri
$36.4K +$31.9K +123 New
RAM
2507
Riggs Asset Management
Pennsylvania
$36.1K – – –
IHWM
2508
Iron Horse Wealth Management
Iowa
$34.3K – – –
PCMC
2509
Planning Capital Management Corporation
Pennsylvania
$34K +$29.8K +115 New
CMA
2510
Cedar Mountain Advisors
Oregon
$32.6K – – –
GC
2511
Gilfoyle & Co
California
$32.1K +$27.8K +107 New
QL
2512
Quarry LP
New York
$31.9K -$37.4K -144 -57%
SWA
2513
SOA Wealth Advisors
New York
$31K -$25.7K -99 -49%
WFA
2514
West Financial Advisors
Iowa
$30.5K -$9.34K -36 -26%
VL
2515
Vima LLC
Michigan
$30.5K +$26.5K +102 New
RFA
2516
Resurgent Financial Advisors
Georgia
$30.2K -$2.33K -9 -8%
NCM
2517
Northwest Capital Management
Oregon
$30K – – –
TH
2518
TCTC Holdings
Texas
$29.6K – – –
TLCM
2519
Twin Lakes Capital Management
California
$29.6K – – –
DF
2520
Dunhill Financial
United Kingdom
$29.1K +$25.4K +98 New
RFS
2521
Richardson Financial Services
Massachusetts
$27.2K +$23.9K +92 New
Capstone Investment Advisors
2522
Capstone Investment Advisors
New York
$26.9K -$2.24M -8,651 -99%
PWM
2523
Partnership Wealth Management
Maryland
$26.4K +$22.8K +88 New
CJ
2524
Caitlin John
Michigan
$26K +$22.8K +88 New
DFC
2525
DB Fitzpatrick & Co
Idaho
$26K – – –