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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
2951
Turning Point Benefit Group
Maryland
$160K +$142K +332 New
BONH
2952
Bank of New Hampshire
New Hampshire
$159K – – –
POIA
2953
Pin Oak Investment Advisors
Texas
$158K – – –
GWSA
2954
Global Wealth Strategies & Associates
Colorado
$158K +$14.1K +33 +11%
GFWA
2955
Grey Fox Wealth Advisors
Delaware
$149K +$133K +312 New
GK
2956
Graney & King
New York
$146K -$1.71K -4 -1%
WCM
2957
Winthrop Capital Management
Indiana
$145K – – –
NMG
2958
New Millennium Group
Utah
$140K +$117K +274 +1,370%
TH
2959
TCTC Holdings
Texas
$139K – – –
MBFW
2960
Morton Brown Family Wealth
Pennsylvania
$138K -$8.96K -21 -7%
Acadian Asset Management
2961
Acadian Asset Management
Massachusetts
$137K -$7.25M -16,987 -98%
DF
2962
Dunhill Financial
United Kingdom
$136K +$43.1K +101 +55%
CAIM
2963
Catherine Avery Investment Management
Florida
$135K -$2.13K -5 -2%
CB
2964
Centennial Bank
Arkansas
$135K – – –
CYG
2965
Clean Yield Group
Vermont
$133K +$25.6K +60 +28%
WA
2966
WPG Advisers
Maryland
$132K +$17.5K +41 +17%
WWM
2967
Wolff Wiese Magana
California
$128K +$14.9K +35 +15%
BC
2968
Barrett & Company
Rhode Island
$128K – – –
FFWM
2969
Future Financial Wealth Management
Ohio
$128K -$4.27K -10 -4%
WAS
2970
Winch Advisory Services
Wisconsin
$127K – – –
HFS
2971
Hughes Financial Services
Virginia
$127K +$427 +1 +0.5%
TVWM
2972
Tower View Wealth Management
Wisconsin
$126K – – –
DWA
2973
Delos Wealth Advisors
Texas
$123K – – –
TFGT
2974
TS Financial Group (TSFG)
Illinois
$121K -$10.7K -25 -9%
FC
2975
Fairscale Capital
New Hampshire
$121K – – –