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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2776
BOK Financial Private Wealth
Colorado
$185K – – –
GC
2777
GFG Capital
Florida
$182K +$156K +469 New
FFA
2778
Frazier Financial Advisors
Ohio
$181K – – –
NC
2779
North Capital
Utah
$180K -$5K -15 -3%
IWP
2780
IAG Wealth Partners
Wisconsin
$179K -$1.67K -5 -1%
UFF
2781
USA Financial Formulas
Michigan
$179K -$23.3K -70 -13%
T
2782
Transce3nd
Texas
$178K -$12K -36 -7%
CIA
2783
Cape Investment Advisory
Georgia
$175K +$1.33K +4 +0.9%
WPWM
2784
Western Pacific Wealth Management
Illinois
$175K +$150K +450 New
AWM
2785
AllSquare Wealth Management
New York
$174K – – –
BFP
2786
Briaud Financial Planning
Texas
$173K – – –
CTWM
2787
Cherry Tree Wealth Management
Minnesota
$173K – – –
C
2788
Covestor
United Kingdom
$172K +$12K +36 +9%
PP
2789
PrairieView Partners
Minnesota
$171K – – –
RP
2790
Rowlandmiller & Partners
Georgia
$167K – – –
HFS
2791
Hopwood Financial Services
Virginia
$165K +$333 +1 +0.2%
AT
2792
Avalon Trust
New Mexico
$163K -$33.3K -100 -19%
WBC
2793
West Branch Capital
Massachusetts
$163K +$5.33K +16 +4%
NC
2794
NewSquare Capital
Pennsylvania
$161K +$60.3K +181 +77%
UIA
2795
Ulland Investment Advisors
Minnesota
$161K -$33.3K -100 -19%
BI
2796
Binnacle Investments
Iowa
$160K +$1K +3 +0.7%
FFL
2797
Financial Freedom LLC
Ohio
$159K – – –
B
2798
Birchbrook
Maine
$155K – – –
NRWA
2799
North Ridge Wealth Advisors
Oregon
$155K – – –
AWM
2800
Abound Wealth Management
Tennessee
$155K -$6K -18 -4%