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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2526
Financial Management Professionals
Texas
$143K – – –
BONH
2527
Bank of New Hampshire
New Hampshire
$143K – – –
O
2528
Ossiam
France
$143K +$148K +428 New
TCM
2529
Tradewinds Capital Management
Washington
$142K +$1.04K +3 +0.7%
NA
2530
Nordwand Advisors
Pennsylvania
$140K – – –
TFIPS
2531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$140K – – –
FFL
2532
Financial Freedom LLC
Ohio
$138K – – –
B
2533
Birchbrook
Maine
$133K – – –
RWM
2534
Ruedi Wealth Management
Illinois
$132K +$7.63K +22 +6%
TC
2535
Trust Company
Kansas
$130K – – –
GC
2536
Globeflex Capital
California
$129K – – –
M
2537
MOTCO
Texas
$127K – – –
C
2538
Covestor
United Kingdom
$124K -$11.8K -34 -8%
BGAI
2539
Bruce G. Allen Investments
Colorado
$124K +$4.16K +12 +3%
BIA
2540
Bell Investment Advisors
California
$123K -$2.08K -6 -2%
FPF
2541
First Pacific Financial
Washington
$121K +$73.5K +212 +139%
VWA
2542
Valued Wealth Advisors
Utah
$120K +$76.3K +220 +158%
CTC
2543
Cetera Trust Company
Minnesota
$120K – – –
DWA
2544
Delos Wealth Advisors
Texas
$119K – – –
DSC
2545
Duncker Streett & Co
Missouri
$118K -$16.6K -48 -12%
HWM
2546
HighMark Wealth Management
Minnesota
$117K – – –
CFFP
2547
Center for Financial Planning
Michigan
$117K – – –
AT
2548
Arlington Trust
Alabama
$116K +$107K +310 +816%
BMC
2549
Bear Mountain Capital
Washington
$116K – – –
SIS
2550
Strategic Investment Solutions
Illinois
$114K +$114K +329 New