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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2201
Ruedi Wealth Management
Illinois
$78.5K
ODG
2202
O'Dell Group
Ohio
$77.4K +$70.2K +315 New
CPG
2203
Cornerstone Planning Group
New Jersey
$77.3K +$70K +314 New
TC
2204
Tacita Capital
Ontario, Canada
$76K
IPW
2205
Impact Partnership Wealth
Georgia
$74.1K +$67.1K +301 New
MFA
2206
McClarren Financial Advisors
Pennsylvania
$74K +$223 +1 +0.3%
ECM
2207
Estabrook Capital Management
New York
$73.8K
MAM
2208
Marquette Asset Management
Minnesota
$73.8K
VIA
2209
Virtus Investment Advisers
Connecticut
$73.8K +$66.9K +300 New
APC
2210
Aspire Private Capital
North Carolina
$71.4K
EARNEST Partners
2211
EARNEST Partners
Georgia
$70.4K
BC
2212
Barrett & Company
Rhode Island
$69.5K
JWM
2213
Janiczek Wealth Management
Colorado
$67.7K
FA
2214
Fiduciary Alliance
South Carolina
$66.9K +$60.6K +272 New
AW
2215
Avion Wealth
Texas
$64K +$4.68K +21 +9%
BWS
2216
Buck Wealth Strategies
Colorado
$63.7K +$57.7K +259 New
WPA
2217
West Paces Advisors
Georgia
$63.2K
TWD
2218
True Wealth Design
Ohio
$62.2K
GA
2219
GoalVest Advisory
New York
$61.8K
CFFP
2220
Center for Financial Planning
Michigan
$61.5K
BDS
2221
Banco de Sabadell
Florida
$61K +$55.3K +248 New
CAS
2222
Coppell Advisory Solutions
Texas
$60.5K +$55.3K +248 New
CYG
2223
Clean Yield Group
Vermont
$60.3K
PCA
2224
Providence Capital Advisors
North Carolina
$60.3K
PPC
2225
Park Place Capital
Alabama
$59.8K -$17.2K -77 -24%