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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PP
3576
Paladin Partners
Wisconsin
$147K – – –
MMCM
3577
Murphy & Mullick Capital Management
New York
$143K +$1.39K +2 +1%
HCM
3578
Horrell Capital Management
Arkansas
$142K -$18K -26 -12%
CCC
3579
Chelsea Counsel Company
California
$142K – – –
EPIME
3580
Evelyn Partners Investment Management (Europe)
$142K – – –
S
3581
Sachetta
Massachusetts
$140K +$27K +39 +25%
PWMG
3582
Private Wealth Management Group
New Jersey
$140K +$33.2K +48 +32%
SFAM
3583
Sawyer Falduto Asset Management
Illinois
$138K – – –
RWM
3584
RMG Wealth Management
Wisconsin
$138K – – –
MSFP
3585
Mark Sheptoff Financial Planning
Connecticut
$137K – – –
NWS
3586
Nvest Wealth Strategies
Ohio
$136K +$693 +1 +0.5%
FLP
3587
Financial Life Planners
Arizona
$135K +$132K +191 New
NECFA
3588
New England Capital Financial Advisors
Connecticut
$134K – – –
PWM
3589
Proathlete Wealth Management
Florida
$133K – – –
BGAI
3590
Bruce G. Allen Investments
Colorado
$130K +$12.5K +18 +11%
RS
3591
Rakuten Securities
Japan
$129K +$56.8K +82 +82%
FCMT
3592
Founders Capital Management (Texas)
Texas
$128K – – –
CH
3593
CDKV Holdings
Colorado
$125K -$6.93K -10 -5%
TLFA
3594
True Link Financial Advisors
California
$123K +$121K +174 New
IAS
3595
IMA Advisory Services
Colorado
$122K – – –
JGCM
3596
Joseph Group Capital Management
Ohio
$119K +$33.9K +49 +41%
MWC
3597
MBM Wealth Consultants
Missouri
$119K +$116K +168 New
CFS
3598
CGC Financial Services
Oregon
$118K – – –
MEG
3599
Millstone Evans Group
Colorado
$118K – – –
MDCM
3600
Morgan Dempsey Capital Management
Wisconsin
$117K – – –