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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
2501
Strengthening Families & Communities LLC
Massachusetts
$173K +$180K +520 New
FFA
2502
Frazier Financial Advisors
Ohio
$170K +$4.85K +14 +3%
FPFS
2503
First Personal Financial Services
North Carolina
$169K -$8.67K -25 -5%
AWM
2504
Ameliora Wealth Management
Switzerland
$167K
MRCM
2505
M&R Capital Management
New Jersey
$167K
DCBT
2506
Dakota Community Bank & Trust
North Dakota
$164K -$6.93K -20 -4%
PP
2507
PrairieView Partners
Minnesota
$164K +$60.7K +175 +55%
RTC
2508
Riverview Trust Company
Washington
$162K
EBA
2509
Eagle Bay Advisors
New York
$161K -$82.9K -239 -33%
KLWA
2510
Kelly Lawrence W & Associates
California
$160K +$139K +400 +506%
BFPW
2511
BOK Financial Private Wealth
Colorado
$156K
CMBA
2512
C.M. Bidwell & Associates
Hawaii
$156K
EC
2513
EntryPoint Capital
New York
$154K +$160K +462 New
FRA
2514
Front Row Advisors
California
$150K
HIIFS
2515
Harel Insurance Investments & Financial Services
Israel
$150K -$256K -738 -62%
WBC
2516
West Branch Capital
Massachusetts
$150K
AWM
2517
AllSquare Wealth Management
New York
$149K
CTWM
2518
Cherry Tree Wealth Management
Minnesota
$148K
CIA
2519
Cape Investment Advisory
Georgia
$148K
CM
2520
Caption Management
Oklahoma
$147K +$153K +440 New
Optiver Holding
2521
Optiver Holding
Netherlands
$145K -$77K -222 -34%
BFP
2522
Briaud Financial Planning
Texas
$144K
RP
2523
Rowlandmiller & Partners
Georgia
$144K
FMP
2524
Financial Management Professionals
Texas
$143K
BONH
2525
Bank of New Hampshire
New Hampshire
$143K