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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DFC
2201
DB Fitzpatrick & Co
Idaho
$40.2K – – –
AW
2202
Avion Wealth
Texas
$40K – – –
HFS
2203
HBC Financial Services
Washington
$40K – – –
CWM
2204
Compass Wealth Management
Connecticut
$39.5K +$35.9K +165 New
KHC
2205
Koesten Hirschmann & Crabtree
Kansas
$38.3K +$34.8K +160 New
LF
2206
Lee Financial
Texas
$37.9K – – –
MWM
2207
Mascoma Wealth Management
New Hampshire
$37.1K – – –
SIA
2208
SkyView Investment Advisors
New Jersey
$36K – – –
SC
2209
Steph & Co
Wisconsin
$36K – – –
AIM
2210
Arcadia Investment Management
Michigan
$35.9K – – –
RWPA
2211
Richard W. Paul & Associates
Michigan
$35.7K +$32.4K +149 New
PO
2212
Private Ocean
California
$35.5K +$1.74K +8 +6%
HC
2213
Hoese & Co
Minnesota
$35K – – –
CAL
2214
Capital Advisors Ltd
Ohio
$34K +$3.05K +14 +11%
MFT
2215
Moisand Fitzgerald Tamayo
Florida
$32.6K +$9.14K +42 +45%
CMA
2216
Cedar Mountain Advisors
Oregon
$32.4K – – –
MSFP
2217
Mark Sheptoff Financial Planning
Connecticut
$31.6K – – –
CB
2218
Centennial Bank
Arkansas
$31.4K +$28.5K +131 New
CAM
2219
CenterStar Asset Management
Illinois
$31K – – –
BAM
2220
Bellevue Asset Management
Washington
$29.4K +$218 +1 +0.8%
RAM
2221
Riggs Asset Management
Pennsylvania
$29.2K – – –
M
2222
MOTCO
Texas
$28.7K -$50.3K -231 -66%
IHWM
2223
Iron Horse Wealth Management
Iowa
$28K +$18.7K +86 +287%
ACM
2224
Antonetti Capital Management
Florida
$27.5K – – –
Q
2225
QVR
California
$25.9K -$238K -1,095 -91%