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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
3976
TFC Financial Management
Massachusetts
$57.6K +$5.27K +6 +13%
FFA
3977
Frazier Financial Advisors
Ohio
$57.5K -$878 -1 -2%
IA
3978
IFS Advisors
Kansas
$57.1K – – –
CMA
3979
Cedar Mountain Advisors
Oregon
$57.1K +$2.63K +3 +6%
AP
3980
Aspect Partners
Virginia
$55.4K +$7.91K +9 +21%
MWM
3981
Mascoma Wealth Management
New Hampshire
$54.3K -$26.4K -30 -37%
FA
3982
Financial Avengers
California
$53.8K +$878 +1 +2%
IPS
3983
Investors Portfolio Services
Washington
$52.2K – – –
FFG
3984
Forum Finance Group
$52K – – –
RQS
3985
Ramsey Quantitative Systems
Kentucky
$47.9K +$39.5K +45 New
TC
3986
Tacita Capital
Ontario, Canada
$46.9K -$5.27K -6 -12%
CFG
3987
Chapman Financial Group
Hawaii
$44.7K – – –
SC
3988
Steph & Co
Wisconsin
$43.7K -$29K -33 -45%
DPW
3989
DiNuzzo Private Wealth
Pennsylvania
$43.7K – – –
FRA
3990
Front Row Advisors
California
$43K – – –
GCP
3991
Gill Capital Partners
Colorado
$42.6K -$52.7K -60 -60%
FWA
3992
Flagship Wealth Advisors
Massachusetts
$42.6K -$29K -33 -45%
SHIM
3993
Stone House Investment Management
Pennsylvania
$41.5K +$1.76K +2 +5%
PCM
3994
Penserra Capital Management
California
$41K – – –
CWM
3995
Copia Wealth Management
Oregon
$40.5K – – –
PWA
3996
Principia Wealth Advisory
Texas
$40.5K +$3.51K +4 +12%
CWM
3997
Consultiva Wealth Management
Puerto Rico
$39.4K – – –
LG
3998
LAM Group
Oregon
$39.4K – – –
DF
3999
DecisionPoint Financial
Arizona
$38.7K +$3.51K +4 +11%
AF
4000
Align Financial
Minnesota
$38.3K – – –