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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2701
FSA Wealth Management
Massachusetts
$116K
CFFP
2702
Center for Financial Planning
Michigan
$115K
AWM
2703
Ameliora Wealth Management
Switzerland
$113K -$79.4K -223 -39%
JFA
2704
JNBA Financial Advisors
Minnesota
$112K +$35.6K +100 +42%
IUHSA
2705
Itau Unibanco Holding S.A.
Brazil
$111K +$120K +337 New
Kayne Anderson Rudnick Investment Management
2706
Kayne Anderson Rudnick Investment Management
California
$109K -$6.05K -17 -5%
BMC
2707
Bear Mountain Capital
Washington
$108K +$2.49K +7 +2%
SO
2708
Sierra Ocean
California
$108K +$1.07K +3 +0.9%
CWC
2709
Carolinas Wealth Consulting
North Carolina
$105K -$712 -2 -0.6%
DWM
2710
Darwin Wealth Management
Florida
$105K
CWP
2711
Clark Wealth Partners
Illinois
$104K -$6.05K -17 -5%
SWA
2712
SOA Wealth Advisors
New York
$104K +$29.2K +82 +35%
MBFW
2713
Morton Brown Family Wealth
Pennsylvania
$103K +$7.48K +21 +7%
GK
2714
Graney & King
New York
$102K +$712 +2 +0.6%
AWM
2715
Atticus Wealth Management
Florida
$101K
WCM
2716
Winthrop Capital Management
Indiana
$100K
CMP
2717
Coston McIsaac & Partners
Maine
$99K -$1.78K -5 -2%
EPIME
2718
Evelyn Partners Investment Management (Europe)
$98.9K
SIM
2719
Synergy Investment Management
Florida
$98.9K
GWSA
2720
Global Wealth Strategies & Associates
Colorado
$98.3K
BL
2721
BFSG LLC
California
$97.6K -$2.49K -7 -2%
TH
2722
TCTC Holdings
Texas
$96.3K +$34.2K +96 +49%
GKIM
2723
GW&K Investment Management
Massachusetts
$93K +$12.8K +36 +15%
O
2724
Ossiam
France
$92.7K -$1.57M -4,407 -94%
FDW
2725
Fourth Dimension Wealth
Ohio
$90.7K +$13.9K +39 +17%