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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
2876
Stone House Investment Management
Pennsylvania
$6.6K +$7.12K +20 New
NMG
2877
New Millennium Group
Utah
$6.52K – – –
EPAM
2878
Evelyn Partners Asset Management
$6.27K – – –
PWS
2879
Peterson Wealth Services
Utah
$5.61K – – –
RTL
2880
Red Tortoise LLC
Georgia
$5.61K – – –
WW
2881
Winnow Wealth
Texas
$5.42K +$2.14K +6 +55%
PWM
2882
Parkworth Wealth Management
California
$5.39K – – –
BCM
2883
Blume Capital Management
California
$5.28K +$1.07K +3 +23%
DF
2884
DecisionPoint Financial
Arizona
$4.95K – – –
JFG
2885
JDM Financial Group
Texas
$4.62K – – –
PWA
2886
Principia Wealth Advisory
Texas
$4.51K +$712 +2 +15%
HIW
2887
Holos Integrated Wealth
Pennsylvania
$4.29K – – –
ACA
2888
American Capital Advisory
Idaho
$4.05K +$2.14K +6 +100%
PS
2889
PayPay Securities
Japan
$3.78K -$1.43K -4 -27%
BHWM
2890
Bay Harbor Wealth Management
Maryland
$3.63K -$88.7K -249 -96%
CNBT
2891
Cornerstone National Bank & Trust
Illinois
$2.97K -$2.14K -6 -40%
DI
2892
DAGCO Inc
Ohio
$2.64K +$2.85K +8 New
RWPA
2893
Richard W. Paul & Associates
Michigan
$1.98K -$371K -1,041 -99%
PIS
2894
POM Investment Strategies
North Carolina
$1.65K – – –
MAM
2895
Marquette Asset Management
Minnesota
$1.65K +$1.78K +5 New
RPA
2896
Redwood Park Advisors
California
$1.32K -$71.2K -200 -98%
W
2897
WealthCollab
Washington
$1.32K – – –
HIA
2898
HFM Investment Advisors
New Jersey
$990 +$1.07K +3 New
Parallax Volatility Advisers
2899
Parallax Volatility Advisers
California
$989 -$35.1M -98,598 -100%
IRC
2900
Investors Research Corp
Georgia
$989 – – –