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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
3676
Front Row Advisors
California
$36.1K – – –
FA
3677
Financial Avengers
California
$35.7K – – –
TC
3678
Tacita Capital
Ontario, Canada
$35.4K -$82.4K -119 -70%
FFG
3679
Forum Finance Group
$35K +$41.6K +60 New
BHWM
3680
Bay Harbor Wealth Management
Maryland
$34.7K +$9.7K +14 +40%
TFM
3681
TFC Financial Management
Massachusetts
$34.1K – – –
PF
3682
PlanVest Financial
Maryland
$33.1K +$31.9K +46 New
DCM
3683
Davis Capital Management
Florida
$30.5K – – –
AP
3684
Aspect Partners
Virginia
$30.5K +$693 +1 +2%
CFG
3685
Chapman Financial Group
Hawaii
$29.8K – – –
CC
3686
Corsicana & Co
Texas
$29.4K -$6.93K -10 -10%
DPW
3687
DiNuzzo Private Wealth
Pennsylvania
$29K – – –
BFS
3688
Bare Financial Services
Pennsylvania
$29K +$6.23K +9 +28%
FWA
3689
Flagship Wealth Advisors
Massachusetts
$28.3K +$22.9K +33 +83%
NWMP
3690
Noble Wealth Management PBC
Colorado
$28.3K -$13.9K -20 -33%
PCM
3691
Penserra Capital Management
California
$27K – – –
CWM
3692
Copia Wealth Management
Oregon
$26.9K – – –
CWM
3693
Consultiva Wealth Management
Puerto Rico
$26.2K – – –
SHIM
3694
Stone House Investment Management
Pennsylvania
$26.2K – – –
LG
3695
LAM Group
Oregon
$26.2K +$25.6K +37 New
AF
3696
Align Financial
Minnesota
$25.5K -$14.3M -20,587 -100%
DF
3697
DecisionPoint Financial
Arizona
$24.8K – – –
YAL
3698
Your Advocates Ltd
Texas
$24.8K – – –
PWS
3699
Peterson Wealth Services
Utah
$22.7K – – –
SFCL
3700
Strengthening Families & Communities LLC
Massachusetts
$22.1K +$21.5K +31 New
146 147
148
149 150