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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2976
MTM Investment Management
South Carolina
$120K – – –
FWM
2977
FSA Wealth Management
Massachusetts
$119K -$42.7K -100 -29%
SJIM
2978
St. Johns Investment Management
Florida
$119K – – –
HWM
2979
Horizons Wealth Management
North Carolina
$119K – – –
DWM
2980
Darwin Wealth Management
Florida
$118K +$427 +1 +0.4%
BL
2981
BFSG LLC
California
$117K -$19.2K -45 -16%
Optiver Holding
2982
Optiver Holding
Netherlands
$116K +$104K +243 New
CFG
2983
Clayton Financial Group
Missouri
$115K +$102K +240 New
JFA
2984
JNBA Financial Advisors
Minnesota
$114K -$42.7K -100 -29%
KPP
2985
Kings Path Partners
Texas
$113K – – –
PFA
2986
Pathway Financial Advisers
Indiana
$111K +$99.9K +234 New
FLP
2987
Financial Life Planners
Arizona
$110K +$98.2K +230 New
S
2988
Sachetta
Massachusetts
$109K +$29.9K +70 +44%
CCMI
2989
Creative Capital Management Investments
California
$109K – – –
HCM
2990
Horrell Capital Management
Arkansas
$108K – – –
KFP
2991
Kerr Financial Planning
California
$108K +$82.4K +193 New
KFA
2992
Kelleher Financial Advisors
New York
$107K -$355K -831 -79%
M
2993
MOTCO
Texas
$105K – – –
SMFG
2994
Sumitomo Mitsui Financial Group
Japan
$104K +$94.3K +221 New
GGI
2995
Godsey & Gibb Inc
Virginia
$104K +$10.7K +25 +13%
C
2996
Covestor
United Kingdom
$104K -$96.1K -225 -51%
CH
2997
Canton Hathaway
Rhode Island
$104K – – –
MSWA
2998
Marshall & Sterling Wealth Advisors
New York
$104K +$427 +1 +0.5%
CA
2999
Centerpoint Advisors
Massachusetts
$103K – – –
APW
3000
Atlantic Private Wealth
North Carolina
$103K +$427 +1 +0.5%