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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2526
Financial Management Professionals
Texas
$157K -$4.47K -14 -3%
BONH
2527
Bank of New Hampshire
New Hampshire
$157K
TCM
2528
Tradewinds Capital Management
Washington
$155K +$639 +2 +0.5%
NA
2529
Nordwand Advisors
Pennsylvania
$154K
TFIPS
2530
Towarzystwo Funduszy Inwestycyjnych PZU SA
$154K
FFL
2531
Financial Freedom LLC
Ohio
$152K
LSA
2532
Leonteq Securities AG
Switzerland
$150K -$606K -1,895 -82%
C
2533
Covestor
United Kingdom
$148K -$8.31K -26 -6%
DSC
2534
Duncker Streett & Co
Missouri
$148K +$639 +2 +0.5%
IPW
2535
Impact Partnership Wealth
Georgia
$147K -$410K -1,283 -76%
B
2536
Birchbrook
Maine
$147K
TC
2537
Trust Company
Kansas
$143K
GC
2538
Globeflex Capital
California
$141K
M
2539
MOTCO
Texas
$140K
BIA
2540
Bell Investment Advisors
California
$137K +$7.67K +24 +7%
RWM
2541
Ruedi Wealth Management
Illinois
$137K +$17.3K +54 +17%
NL
2542
NKCFO LLC
Illinois
$134K +$117K +365 New
BGAI
2543
Bruce G. Allen Investments
Colorado
$132K -$16.9K -53 -13%
CTC
2544
Cetera Trust Company
Minnesota
$132K
DWA
2545
Delos Wealth Advisors
Texas
$130K -$6.39K -20 -5%
NCTC
2546
New Covenant Trust Company
Indiana
$130K +$113K +354 New
HWM
2547
HighMark Wealth Management
Minnesota
$129K
CFFP
2548
Center for Financial Planning
Michigan
$128K +$32K +100 +40%
FWM
2549
FSA Wealth Management
Massachusetts
$128K
CA
2550
Centerpoint Advisors
Massachusetts
$125K