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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2276
Iron Horse Wealth Management
Iowa
$28.5K – – –
ACM
2277
Antonetti Capital Management
Florida
$28.3K – – –
CMA
2278
Cedar Mountain Advisors
Oregon
$27.1K +$4.01K +18 +20%
HS
2279
Horan Securities
United States
$27K +$223 +1 +0.9%
WFA
2280
West Financial Advisors
Iowa
$25.3K +$23K +103 New
EWP
2281
Elevation Wealth Partners
California
$25K +$223 +1 +1%
NCM
2282
Northwest Capital Management
Oregon
$24.9K +$22.5K +101 New
TH
2283
TCTC Holdings
Texas
$24.6K – – –
TLCM
2284
Twin Lakes Capital Management
California
$24.6K – – –
RI
2285
Ridgewood Investments
New Jersey
$24.4K -$8.7K -39 -28%
GWSA
2286
Global Wealth Strategies & Associates
Colorado
$23.9K – – –
CMP
2287
Coston McIsaac & Partners
Maine
$23K – – –
HB
2288
Horizon Bancorp
Indiana
$23K – – –
DFC
2289
DB Fitzpatrick & Co
Idaho
$21.7K – – –
KLWA
2290
Kelly Lawrence W & Associates
California
$19.1K – – –
LWA
2291
Lowe Wealth Advisors
Maryland
$18.7K – – –
AFS
2292
Annapolis Financial Services
Maryland
$18.2K – – –
BC
2293
Belmont Capital
California
$17.2K – – –
CQS
2294
Credential Qtrade Securities
$16.5K -$66.2K -297 -82%
GIS
2295
Grayhawk Investment Strategies
Alberta, Canada
$15K – – –
RWM
2296
Raffa Wealth Management
District of Columbia
$14.5K – – –
IWP
2297
IAG Wealth Partners
Wisconsin
$12.3K -$4.24K -19 -28%
TCM
2298
TD Capital Management
Tennessee
$10.1K – – –
KFS
2299
Kelly Financial Services
Massachusetts
$9.6K -$1.78K -8 -17%
TFM
2300
TFC Financial Management
Massachusetts
$8.64K -$22.7K -102 -74%
90 91
92
93 94