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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3951
Forum Finance Group
$52K – – –
RQS
3952
Ramsey Quantitative Systems
Kentucky
$47.9K +$39.5K +45 New
TC
3953
Tacita Capital
Ontario, Canada
$46.9K -$5.27K -6 -12%
VC
3954
Vestor Capital
Illinois
$46.4K +$86.1M +98,036 +395%
CFG
3955
Chapman Financial Group
Hawaii
$44.7K – – –
SC
3956
Steph & Co
Wisconsin
$43.7K -$29K -33 -45%
DPW
3957
DiNuzzo Private Wealth
Pennsylvania
$43.7K – – –
FRA
3958
Front Row Advisors
California
$43K – – –
GCP
3959
Gill Capital Partners
Colorado
$42.6K -$52.7K -60 -60%
FWA
3960
Flagship Wealth Advisors
Massachusetts
$42.6K -$29K -33 -45%
SHIM
3961
Stone House Investment Management
Pennsylvania
$41.5K +$1.76K +2 +5%
PCM
3962
Penserra Capital Management
California
$41K – – –
CWM
3963
Copia Wealth Management
Oregon
$40.5K – – –
CWM
3964
Consultiva Wealth Management
Puerto Rico
$39.4K – – –
LG
3965
LAM Group
Oregon
$39.4K – – –
DF
3966
DecisionPoint Financial
Arizona
$38.7K +$3.51K +4 +11%
AF
3967
Align Financial
Minnesota
$38.3K – – –
YAL
3968
Your Advocates Ltd
Texas
$37.3K – – –
SFCL
3969
Strengthening Families & Communities LLC
Massachusetts
$36.4K +$2.63K +3 +10%
AIM
3970
Axiom Investment Management
New York
$36.2K +$29.9K +34 New
PWS
3971
Peterson Wealth Services
Utah
$34.1K – – –
NWMP
3972
Noble Wealth Management PBC
Colorado
$34.1K -$7.03K -8 -20%
MTC
3973
Matrix Trust Company
Colorado
$33K +$13.2K +15 +94%
RWM
3974
Raffa Wealth Management
District of Columbia
$28.8K -$47.4K -54 -67%
DRP
3975
Decker Retirement Planning
Utah
$28.8K +$19.3K +22 +440%
157 158
159
160 161