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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2151
Farther Finance Advisors
California
$146K +$8.25K +37 +7%
WIM
2152
WealthPlan Investment Management
Nebraska
$145K -$66.9K -300 -34%
CP
2153
Castleview Partners
Texas
$145K -$85.2K -382 -39%
VWM
2154
Venturi Wealth Management
Texas
$141K +$28.3K +127 +28%
TFGT
2155
TS Financial Group (TSFG)
Illinois
$140K +$1.78K +8 +1%
NBT
2156
Northwest Bank & Trust
Iowa
$137K +$124K +557 New
SC
2157
Stephens Consulting
Michigan
$136K -$3.34K -15 -3%
CIA
2158
Cape Investment Advisory
Georgia
$134K +$669 +3 +0.6%
CAL
2159
Capital Analysts LLC
Pennsylvania
$134K +$13.4K +60 +12%
POIA
2160
Pin Oak Investment Advisors
Texas
$132K +$68.2K +306 +132%
FPFS
2161
First Personal Financial Services
North Carolina
$131K – – –
MCI
2162
MRP Capital Investments
Georgia
$125K +$2.23K +10 +2%
ITFISA
2163
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$125K -$23.6K -106 -17%
DWMG
2164
DB Wealth Management Group
California
$125K – – –
DCBT
2165
Dakota Community Bank & Trust
North Dakota
$124K -$13.4K -60 -11%
BHWM
2166
Beaird Harris Wealth Management
Texas
$123K – – –
JMF
2167
Johnson Midwest Financial
Iowa
$120K +$446 +2 +0.4%
RTC
2168
Riverview Trust Company
Washington
$119K – – –
BFPW
2169
BOK Financial Private Wealth
Colorado
$115K – – –
C
2170
Covestor
United Kingdom
$115K +$7.8K +35 +8%
AAP
2171
Arax Advisory Partners
Colorado
$115K +$5.35K +24 +5%
CMBA
2172
C.M. Bidwell & Associates
Hawaii
$114K +$104K +465 New
FFL
2173
Financial Freedom LLC
Ohio
$114K +$446 +2 +0.4%
BWM
2174
BerganKDV Wealth Management
Minnesota
$111K -$37.5K -168 -27%
RP
2175
Rowlandmiller & Partners
Georgia
$106K +$96.1K +431 New
85 86
87
88 89