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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2251
BOK Financial Private Wealth
Colorado
$128K – – –
CMBA
2252
C.M. Bidwell & Associates
Hawaii
$127K – – –
FFL
2253
Financial Freedom LLC
Ohio
$127K +$271 +1 +0.2%
WBC
2254
West Branch Capital
Massachusetts
$126K -$40.7K -150 -25%
AWM
2255
AllSquare Wealth Management
New York
$122K – – –
DWMG
2256
DB Wealth Management Group
California
$119K -$19.3K -71 -14%
BFP
2257
Briaud Financial Planning
Texas
$118K +$117K +433 New
RP
2258
Rowlandmiller & Partners
Georgia
$118K – – –
VCM
2259
Versant Capital Management
Arizona
$118K -$108K -399 -48%
BONH
2260
Bank of New Hampshire
New Hampshire
$117K – – –
FRA
2261
Front Row Advisors
California
$115K -$1.9K -7 -2%
SVCP
2262
Silicon Valley Capital Partners
California
$115K +$22.2K +82 +24%
NA
2263
Nordwand Advisors
Pennsylvania
$115K – – –
TCM
2264
Tradewinds Capital Management
Washington
$115K +$543 +2 +0.5%
GPI
2265
General Partner Inc
Pennsylvania
$114K – – –
FFA
2266
Fairfield Financial Advisors
Massachusetts
$112K +$111K +409 New
DSC
2267
Duncker Streett & Co
Missouri
$109K +$271 +1 +0.3%
KFP
2268
KB Financial Partners
New Jersey
$108K +$70.8K +261 +196%
CTWM
2269
Cherry Tree Wealth Management
Minnesota
$108K – – –
TC
2270
Trust Company
Kansas
$107K -$133K -489 -56%
DWA
2271
Delos Wealth Advisors
Texas
$106K – – –
M
2272
MOTCO
Texas
$104K – – –
IBOK
2273
Independence Bank of Kentucky
Kentucky
$98.8K – – –
BIA
2274
Bell Investment Advisors
California
$97.5K -$271 -1 -0.3%
AWM
2275
Atticus Wealth Management
Florida
$97.2K – – –
89 90
91
92 93