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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2551
Valued Wealth Advisors
Utah
$9.57K +$9.08K +35 New
TFM
2552
TFC Financial Management
Massachusetts
$9.2K -$1.04K -4 -11%
LG
2553
LAM Group
Oregon
$8.87K – – –
NMG
2554
New Millennium Group
Utah
$8.69K – – –
ACA
2555
Atlas Capital Advisors
Wyoming
$8.57K – – –
CAM
2556
Chesapeake Asset Management
New York
$8.28K – – –
CPA
2557
Clear Point Advisors
New York
$7.51K +$6.49K +25 New
WAS
2558
Winch Advisory Services
Wisconsin
$7.46K – – –
DF
2559
DecisionPoint Financial
Arizona
$7.39K – – –
AFG
2560
Albion Financial Group
Utah
$6.8K -$4.67K -18 -44%
PS
2561
PayPay Securities
Japan
$5.09K +$778 +3 +21%
RTL
2562
Red Tortoise LLC
Georgia
$5.03K +$1.56K +6 +55%
CCA
2563
Criterion Capital Advisors
Tennessee
$4.44K +$3.89K +15 New
JFG
2564
JDM Financial Group
Texas
$4.14K – – –
BCM
2565
Blume Capital Management
California
$3.84K – – –
SFA
2566
Semmax Financial Advisors
North Carolina
$3.66K – – –
IRAG
2567
Investment Research & Advisory Group
Georgia
$2.96K – – –
VAMG
2568
Voisard Asset Management Group
Michigan
$2.66K +$2.33K +9 New
HWP
2569
Highline Wealth Partners
California
$2.38K – – –
WIA
2570
Wetzel Investment Advisors
Indiana
$2K +$2.08K +8 New
FSWA
2571
Financial Synergies Wealth Advisors
Texas
$1.92K -$71.6K -276 -97%
ACA
2572
American Capital Advisory
Idaho
$1.82K +$1.56K +6 New
PG
2573
Proffitt & Goodson
Tennessee
$1.63K – – –
TAM
2574
Tucker Asset Management
Colorado
$1.48K -$3.11K -12 -71%
TWP
2575
TFO Wealth Partners
Ohio
$1.48K – – –