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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2776
AllSquare Wealth Management
New York
$163K – – –
HFS
2777
Hopwood Financial Services
Virginia
$162K +$174K +448 New
CTWM
2778
Cherry Tree Wealth Management
Minnesota
$161K – – –
BFP
2779
Briaud Financial Planning
Texas
$161K +$5.04K +13 +3%
RP
2780
Rowlandmiller & Partners
Georgia
$156K – – –
Capstone Investment Advisors
2781
Capstone Investment Advisors
New York
$155K -$223K -575 -57%
BONH
2782
Bank of New Hampshire
New Hampshire
$155K – – –
TCM
2783
Tradewinds Capital Management
Washington
$155K – – –
CIAM
2784
Caitong International Asset Management
Hong Kong
$155K +$166K +427 New
NA
2785
Nordwand Advisors
Pennsylvania
$152K – – –
TC
2786
Trust Company
Kansas
$152K – – –
FFL
2787
Financial Freedom LLC
Ohio
$149K – – –
B
2788
Birchbrook
Maine
$145K – – –
NRWA
2789
North Ridge Wealth Advisors
Oregon
$145K +$155K +400 New
PFT
2790
Providence First Trust
Arizona
$141K +$151K +390 New
BMC
2791
Bear Mountain Capital
Washington
$140K – – –
GC
2792
Globeflex Capital
California
$140K – – –
RWM
2793
Ruedi Wealth Management
Illinois
$139K – – –
DSC
2794
Duncker Streett & Co
Missouri
$139K +$10.5K +27 +8%
M
2795
MOTCO
Texas
$139K -$9.7K -25 -6%
BGAI
2796
Bruce G. Allen Investments
Colorado
$136K -$34.9K -90 -19%
BIA
2797
Bell Investment Advisors
California
$135K +$1.55K +4 +1%
MS
2798
Mizuho Securities
Japan
$134K -$605K -1,560 -81%
SCA
2799
Stuart Chaussee & Associates
California
$134K +$143K +370 New
C
2800
Covestor
United Kingdom
$134K -$6.98K -18 -5%