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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2126
BOK Financial Private Wealth
Colorado
$112K +$102K +468 New
MPCL
2127
My Personal CFO LLC
Washington
$111K +$101K +465 New
AWM
2128
Atticus Wealth Management
Florida
$111K -$3.05K -14 -3%
FFL
2129
Financial Freedom LLC
Ohio
$110K +$99.9K +459 New
FFA
2130
Farther Finance Advisors
California
$108K +$98.4K +452 New
ONST
2131
Old North State Trust
North Carolina
$108K
AWM
2132
AllSquare Wealth Management
New York
$107K
FRA
2133
Front Row Advisors
California
$107K -$218 -1 -0.2%
RP
2134
Rowlandmiller & Partners
Georgia
$103K +$93.8K +431 New
BONH
2135
Bank of New Hampshire
New Hampshire
$103K
AAP
2136
Arax Advisory Partners
Colorado
$102K +$435 +2 +0.5%
LSV Asset Management
2137
LSV Asset Management
Illinois
$96K +$87.1K +400 New
ASBI
2138
American State Bank (Iowa)
Iowa
$95.8K +$87.1K +400 New
DSC
2139
Duncker Streett & Co
Missouri
$94.4K +$10.7K +49 +14%
PPC
2140
Park Place Capital
Alabama
$94K +$85.8K +394 New
GPI
2141
General Partner Inc
Pennsylvania
$93.7K +$85.1K +391 New
MS
2142
Madden Securities
Texas
$93.4K +$84.9K +390 New
PMA
2143
Prudent Man Advisors
Illinois
$93K +$84.9K +390 New
HWM
2144
HighMark Wealth Management
Minnesota
$91.1K +$435 +2 +0.5%
CAS
2145
Coppell Advisory Solutions
Texas
$85.8K +$77.9K +358 New
CASC
2146
Coppell Advisory Solutions Corp
Texas
$85.8K +$77.9K +358 New
BIA
2147
Bell Investment Advisors
California
$85.5K +$22.4K +103 +41%
CPG
2148
Cornerstone Planning Group
New Jersey
$84.7K +$74.9K +344 New
FPFS
2149
First Personal Financial Services
North Carolina
$84.6K
OWA
2150
One Wealth Advisors
California
$82.4K +$74.9K +344 New