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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2851
Hughes Financial Services
Virginia
$95K – – –
KPP
2852
Kings Path Partners
Texas
$92K – – –
WA
2853
WPG Advisers
Maryland
$91.2K -$3.33K -10 -4%
VT
2854
Volterra Technologies
New York
$91.2K +$78.3K +235 New
WWM
2855
Wolff Wiese Magana
California
$90.8K – – –
CCMI
2856
Creative Capital Management Investments
California
$88.5K – – –
HCM
2857
Horrell Capital Management
Arkansas
$87.7K – – –
MWA
2858
Moser Wealth Advisors
Washington
$85.4K – – –
CYG
2859
Clean Yield Group
Vermont
$84.6K – – –
MSWA
2860
Marshall & Sterling Wealth Advisors
New York
$84.1K -$2K -6 -3%
CH
2861
Canton Hathaway
Rhode Island
$84K – – –
APW
2862
Atlantic Private Wealth
North Carolina
$83.4K +$333 +1 +0.5%
CA
2863
Centerpoint Advisors
Massachusetts
$83K – – –
MMCM
2864
Murphy & Mullick Capital Management
New York
$81.9K – – –
EPIME
2865
Evelyn Partners Investment Management (Europe)
$77.6K -$33.3K -100 -33%
CCC
2866
Chelsea Counsel Company
California
$77.6K – – –
BC
2867
Broadwater Capital
Massachusetts
$77.6K +$25.8M +77,442 +38,721%
CAL
2868
Capital Advisors Ltd
Ohio
$77K -$1K -3 -1%
GGI
2869
Godsey & Gibb Inc
Virginia
$74.9K – – –
PWM
2870
Proathlete Wealth Management
Florida
$74.6K +$1.33K +4 +2%
NECFA
2871
New England Capital Financial Advisors
Connecticut
$73.5K – – –
TCM
2872
TruNorth Capital Management
Michigan
$73.4K -$5K -15 -7%
BGAI
2873
Bruce G. Allen Investments
Colorado
$72.6K -$28K -84 -31%
DF
2874
Dunhill Financial
United Kingdom
$71.7K -$333 -1 -0.5%
FCMT
2875
Founders Capital Management (Texas)
Texas
$69.9K – – –
113 114
115
116 117