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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
3676
1620 Investment Advisors
Massachusetts
$46.8K -$3.46K -5 -7%
MIM
3677
Manitou Investment Management
Ontario, Canada
$46K – – –
T2I
3678
Turim 21 Investimentos
Brazil
$46K +$45K +65 New
RWM
3679
Rialto Wealth Management
New York
$45.3K +$5.54K +8 +14%
KCM
3680
Key Capital Management
Tennessee
$45.3K +$1.39K +2 +3%
GWS
3681
Greykasell Wealth Strategies
California
$45.3K +$44.3K +64 New
EPIMS
3682
Evelyn Partners Investment Management Services
$44.6K – – –
MS
3683
Monetary Solutions
Ohio
$43.5K – – –
KPP
3684
Kings Path Partners
Texas
$43.2K – – –
CFM
3685
Cornerstone Financial Management
Massachusetts
$42.5K +$3.46K +5 +9%
TWM
3686
TopTier Wealth Management
Wisconsin
$42.2K +$41.6K +60 New
WA
3687
Whipplewood Advisors
Colorado
$40.4K +$35.3K +51 +850%
FFA
3688
Frazier Financial Advisors
Ohio
$39K +$4.85K +7 +15%
IA
3689
IFS Advisors
Kansas
$38K – – –
IPS
3690
Investors Portfolio Services
Washington
$37.1K +$23.5K +34 +227%
CMA
3691
Cedar Mountain Advisors
Oregon
$36.4K +$15.9K +23 +82%
FRA
3692
Front Row Advisors
California
$36.1K – – –
FA
3693
Financial Avengers
California
$35.7K – – –
TC
3694
Tacita Capital
Ontario, Canada
$35.4K -$82.4K -119 -70%
FFG
3695
Forum Finance Group
$35K +$41.6K +60 New
BHWM
3696
Bay Harbor Wealth Management
Maryland
$34.7K +$9.7K +14 +40%
TFM
3697
TFC Financial Management
Massachusetts
$34.1K – – –
PF
3698
PlanVest Financial
Maryland
$33.1K +$31.9K +46 New
DCM
3699
Davis Capital Management
Florida
$30.5K – – –
AP
3700
Aspect Partners
Virginia
$30.5K +$693 +1 +2%
146 147
148
149 150