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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PA
2751
Pineridge Advisors
Missouri
$45.8K -$1.04K -3 -3%
PPC
2752
Park Place Capital
Alabama
$44.2K – – –
Walleye Capital
2753
Walleye Capital
New York
$43.8K -$302K -875 -89%
CM
2754
Capula Management
Cayman Islands
$43K +$38K +110 New
IWP
2755
IAG Wealth Partners
Wisconsin
$42.7K +$15.2K +44 +68%
CMA
2756
Cedar Mountain Advisors
Oregon
$42.3K -$691 -2 -2%
BAM
2757
Bellevue Asset Management
Washington
$41.6K – – –
WFA
2758
West Financial Advisors
Iowa
$40.3K – – –
EWP
2759
Elevation Wealth Partners
California
$39.7K – – –
NCM
2760
Northwest Capital Management
Oregon
$39.7K – – –
SWC
2761
Spectrum Wealth Counsel
Indiana
$39.1K -$16.6K -48 -32%
TH
2762
TCTC Holdings
Texas
$39.1K – – –
TLCM
2763
Twin Lakes Capital Management
California
$39.1K – – –
KB
2764
Kimelman & Baird
New York
$39.1K +$10.4K +30 +43%
FC
2765
Fairscale Capital
New Hampshire
$38.7K – – –
IUHSA
2766
Itau Unibanco Holding S.A.
Brazil
$36.4K -$1.46M -4,217 -98%
CPA
2767
Capital Performance Advisors
California
$35.6K +$31.4K +91 New
TPW
2768
Talon Private Wealth
Florida
$34.8K +$30.7K +89 New
DFC
2769
DB Fitzpatrick & Co
Idaho
$34.4K – – –
PWM
2770
Partnership Wealth Management
Maryland
$34.4K – – –
BFA
2771
BBJS Financial Advisors
Washington
$32.6K – – –
EPW
2772
Evergreen Private Wealth
Colorado
$31.3K – – –
MAM
2773
Meeder Asset Management
Ohio
$30.5K -$66.3K -192 -71%
LWA
2774
Lowe Wealth Advisors
Maryland
$29.7K – – –
MWM
2775
Mascoma Wealth Management
New Hampshire
$29.3K – – –