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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
3401
Fourth Dimension Wealth
Ohio
$57.3K – – –
KB
3402
Kimelman & Baird
New York
$57.3K – – –
RS
3403
Rakuten Securities
Japan
$57.3K +$15.6K +28 +39%
AIS
3404
Advocate Investing Services
Maryland
$57.3K +$55.6K +100 New
BFS
3405
Beacon Financial Strategies
North Carolina
$57.3K +$55.6K +100 New
CC
3406
Corsicana & Co
Texas
$56.7K – – –
KG
3407
Kilter Group
New York
$55.6K +$10K +18 +23%
RWS
3408
Retirement Wealth Solutions
Wisconsin
$55.3K – – –
NSG
3409
Nalls Sherbakoff Group
Tennessee
$55.1K – – –
CFS
3410
Compass Financial Services
Iowa
$54.3K – – –
CJ
3411
Caitlin John
Michigan
$53.3K -$425K -765 -89%
DWM
3412
Dogwood Wealth Management
Kansas
$53.3K +$21.1K +38 +69%
OCM
3413
Osterweis Capital Management
California
$52.1K +$50.6K +91 New
MS
3414
Mizuho Securities
Japan
$51.6K +$50K +90 New
BFM
3415
Brooklands Fund Management
United Kingdom
$50.6K +$83.9K +151 New
DFC
3416
DB Fitzpatrick & Co
Idaho
$50.4K – – –
HAP
3417
Harbor Asset Planning
Massachusetts
$50.2K – – –
WA
3418
Walsh & Associates
Florida
$49.8K +$48.4K +87 New
RA
3419
RiverPark Advisors
New York
$47K -$556 -1 -1%
MWM
3420
Mascoma Wealth Management
New Hampshire
$46.4K +$3.33K +6 +8%
IIM
3421
IFC & Insurance Marketing
California
$46K +$45K +81 New
DCM
3422
Dorato Capital Management
Colorado
$46K +$40K +72 New
LP
3423
LMR Partners
United Kingdom
$44.7K +$43.4K +78 New
SFG
3424
Strive Financial Group
Indiana
$44.7K +$43.4K +78 New
FNWA
3425
Financial Network Wealth Advisors
Utah
$43.5K -$8.89K -16 -17%
135 136
137
138 139