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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
3876
RPg Family Wealth Advisory
Massachusetts
$202K +$167K +190 New
CWP
3877
Corepath Wealth Partners
Arizona
$202K +$187K +213 New
NECFA
3878
New England Capital Financial Advisors
Connecticut
$202K – – –
PWM
3879
Proathlete Wealth Management
Florida
$200K – – –
FA
3880
Fountainhead AM
New Jersey
$200K +$165K +188 New
DF
3881
Downshift Financial
Colorado
$194K +$160K +182 New
PMFA
3882
Plante Moran Financial Advisors
Michigan
$191K -$243K -277 -61%
CM
3883
Capula Management
Cayman Islands
$190K -$1.04M -1,184 -87%
CH
3884
CDKV Holdings
Colorado
$188K – – –
MEG
3885
Millstone Evans Group
Colorado
$184K +$6.15K +7 +4%
Loomis, Sayles & Company
3886
Loomis, Sayles & Company
Massachusetts
$182K +$76.4K +87 +104%
FB
3887
First Bancorp
Maine
$181K +$149K +170 New
EWP
3888
Elevation Wealth Partners
California
$178K +$31.6K +36 +27%
CFS
3889
CGC Financial Services
Oregon
$177K – – –
VL
3890
Vima LLC
Michigan
$170K +$141K +160 New
MDCM
3891
Morgan Dempsey Capital Management
Wisconsin
$170K -$4.39K -5 -3%
AFC
3892
Ares Financial Consulting
California
$168K +$4.39K +5 +3%
LWM
3893
Lodestone Wealth Management
Washington
$167K – – –
KAS
3894
Kemnay Advisory Services
New York
$166K +$6.15K +7 +5%
Ninety One (UK)
3895
Ninety One (UK)
United Kingdom
$164K +$135K +154 New
WA
3896
Westfuller Advisors
New York
$163K +$127K +145 +1,813%
MSFP
3897
Mark Sheptoff Financial Planning
Connecticut
$162K – – –
Q1WB
3898
Quest 10 Wealth Builders
Virginia
$159K – – –
MAS
3899
MPWM Advisory Solutions
Georgia
$158K -$2.63K -3 -2%
BGAI
3900
Bruce G. Allen Investments
Colorado
$154K -$34.3K -39 -21%