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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
2901
Legacy Financial Group (Iowa)
Iowa
– -$236K -707 Closed
SLT
2902
St Louis Trust
Missouri
– -$223K -668 Closed
FWM
2903
Foguth Wealth Management
Michigan
– -$215K -645 Closed
SCM
2904
Steele Capital Management
Iowa
– -$214K -643 Closed
A
2905
AJOVista
Massachusetts
– -$214K -641 Closed
PD
2906
Planning Directions
Pennsylvania
– -$212K -637 Closed
EC
2907
EntryPoint Capital
New York
– -$154K -462 Closed
HIIFS
2908
Harel Insurance Investments & Financial Services
Israel
– -$150K -457 Closed
CM
2909
Caption Management
Oklahoma
– -$147K -440 Closed
Optiver Holding
2910
Optiver Holding
Netherlands
– -$145K -434 Closed
SFS
2911
Symphony Financial Services
Ohio
– -$266K -316 Closed
SP
2912
SWS Partners
Ohio
– -$98K -294 Closed
AFWM
2913
Abich Financial Wealth Management
Virginia
– -$71.5K -215 Closed
AFIA
2914
America First Investment Advisors
Nebraska
– -$64K -192 Closed
HH
2915
HWG Holdings
Texas
– -$54.1K -163 Closed
TWP
2916
Triad Wealth Partners
Kansas
– -$49K -147 Closed
UWS
2917
Unique Wealth Strategies
Illinois
– -$51.3K -140 Closed
TFF
2918
The Family Firm
Maryland
– -$42K -126 Closed
QL
2919
Quarry LP
New York
– -$34.3K -103 Closed
FCG
2920
Financial Connections Group
California
– -$28K -87 Closed
EC
2921
Elequin Capital
New York
– -$18.3K -55 Closed
FW
2922
Fairway Wealth
Ohio
– -$16K -48 Closed
KFS
2923
Kelly Financial Services
Massachusetts
– -$13K -39 Closed
LFA
2924
LGT Financial Advisors
Texas
– -$9.33K -28 Closed
CP
2925
Camelot Portfolios
Ohio
– -$8.33K -25 Closed