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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2676
PrairieView Partners
Minnesota
$145K -$45.2K -127 -22%
RP
2677
Rowlandmiller & Partners
Georgia
$142K – – –
BONH
2678
Bank of New Hampshire
New Hampshire
$141K – – –
TCM
2679
Tradewinds Capital Management
Washington
$141K – – –
HFS
2680
Hopwood Financial Services
Virginia
$140K -$8.9K -25 -6%
PGAM
2681
Princeton Global Asset Management
New Jersey
$139K -$48.1K -135 -24%
NA
2682
Nordwand Advisors
Pennsylvania
$139K – – –
AWM
2683
Abound Wealth Management
Tennessee
$138K +$70.9K +199 +91%
FFL
2684
Financial Freedom LLC
Ohio
$135K – – –
BI
2685
Binnacle Investments
Iowa
$135K +$145K +408 New
C
2686
Covestor
United Kingdom
$134K +$13.5K +38 +10%
CCM
2687
Cloud Capital Management
Washington
$134K +$147K +412 New
WBC
2688
West Branch Capital
Massachusetts
$134K -$27.1K -76 -16%
B
2689
Birchbrook
Maine
$132K – – –
NRWA
2690
North Ridge Wealth Advisors
Oregon
$132K – – –
CPG
2691
Cornerstone Planning Group
New Jersey
$127K +$77.3K +217 +102%
SIS
2692
Strategic Investment Solutions
Illinois
$127K +$2.14K +6 +2%
RWM
2693
Ruedi Wealth Management
Illinois
$127K – – –
DSC
2694
Duncker Streett & Co
Missouri
$126K -$356 -1 -0.3%
RFG
2695
REAP Financial Group
Texas
$126K +$60.9K +171 +81%
BIA
2696
Bell Investment Advisors
California
$125K +$2.49K +7 +2%
RS
2697
Rakuten Securities
Japan
$124K +$68K +191 +104%
M
2698
MOTCO
Texas
$123K -$2.85K -8 -2%
CAIM
2699
Catherine Avery Investment Management
Florida
$119K -$2.84M -7,968 -96%
HWM
2700
HighMark Wealth Management
Minnesota
$117K +$356 +1 +0.3%
106 107
108
109 110