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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2676
TFC Financial Management
Massachusetts
$12.7K +$1.39K +4 +12%
FGAM
2677
Financial Gravity Asset Management
Texas
$12.3K – – –
FGA
2678
Fortis Group Advisors
New Jersey
$12.3K – – –
LG
2679
LAM Group
Oregon
$12.3K +$2.43K +7 +23%
IRAG
2680
Investment Research & Advisory Group
Georgia
$11.7K +$8.67K +25 +250%
HWP
2681
Highline Wealth Partners
California
$11.7K +$9.36K +27 +338%
SHIM
2682
Stone House Investment Management
Pennsylvania
$10.3K +$7.28K +21 +210%
BIM
2683
Breakwater Investment Management
Washington
$9.99K – – –
LFA
2684
LGT Financial Advisors
Texas
$9.33K +$9.71K +28 New
CAM
2685
Chesapeake Asset Management
New York
$9.33K – – –
ACM
2686
Anfield Capital Management
California
$8.66K +$9.02K +26 New
DF
2687
DecisionPoint Financial
Arizona
$8.65K – – –
CPA
2688
Clear Point Advisors
New York
$8.52K +$347 +1 +4%
WAS
2689
Winch Advisory Services
Wisconsin
$8.47K – – –
CP
2690
Camelot Portfolios
Ohio
$8.33K +$8.67K +25 New
IA
2691
Icon Advisers
Colorado
$8.33K +$8.67K +25 New
AFG
2692
Albion Financial Group
Utah
$7.66K – – –
DCM
2693
Davidson Capital Management
Texas
$7K -$693 -2 -9%
NMG
2694
New Millennium Group
Utah
$6.51K +$6.93K +20 New
HFA
2695
Hershey Financial Advisers
Pennsylvania
$6K +$6.24K +18 New
RTL
2696
Red Tortoise LLC
Georgia
$5.66K – – –
CCA
2697
Criterion Capital Advisors
Tennessee
$5K – – –
JFG
2698
JDM Financial Group
Texas
$4.66K – – –
BCM
2699
Blume Capital Management
California
$4.33K – – –
PS
2700
PayPay Securities
Japan
$3.66K -$347 -1 -8%
106 107
108
109 110