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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
2501
Coppell Advisory Solutions
Texas
$176K +$183K +529 New
TFGT
2502
TS Financial Group (TSFG)
Illinois
$176K -$13.2K -38 -7%
SFCL
2503
Strengthening Families & Communities LLC
Massachusetts
$173K +$180K +520 New
FFA
2504
Frazier Financial Advisors
Ohio
$170K +$4.85K +14 +3%
FPFS
2505
First Personal Financial Services
North Carolina
$169K -$8.67K -25 -5%
AWM
2506
Ameliora Wealth Management
Switzerland
$167K – – –
MRCM
2507
M&R Capital Management
New Jersey
$167K – – –
DCBT
2508
Dakota Community Bank & Trust
North Dakota
$164K -$6.93K -20 -4%
PP
2509
PrairieView Partners
Minnesota
$164K +$60.7K +175 +55%
RTC
2510
Riverview Trust Company
Washington
$162K – – –
EBA
2511
Eagle Bay Advisors
New York
$161K -$82.9K -239 -33%
KLWA
2512
Kelly Lawrence W & Associates
California
$160K +$139K +400 +506%
BFPW
2513
BOK Financial Private Wealth
Colorado
$156K – – –
CMBA
2514
C.M. Bidwell & Associates
Hawaii
$156K – – –
EC
2515
EntryPoint Capital
New York
$154K +$160K +462 New
FRA
2516
Front Row Advisors
California
$150K – – –
HIIFS
2517
Harel Insurance Investments & Financial Services
Israel
$150K -$256K -738 -62%
WBC
2518
West Branch Capital
Massachusetts
$150K – – –
AWM
2519
AllSquare Wealth Management
New York
$149K – – –
CTWM
2520
Cherry Tree Wealth Management
Minnesota
$148K – – –
CIA
2521
Cape Investment Advisory
Georgia
$148K – – –
CM
2522
Caption Management
Oklahoma
$147K +$153K +440 New
Optiver Holding
2523
Optiver Holding
Netherlands
$145K -$77K -222 -34%
BFP
2524
Briaud Financial Planning
Texas
$144K – – –
RP
2525
Rowlandmiller & Partners
Georgia
$144K – – –