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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
2351
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
CB
2352
Centennial Bank
Arkansas
$35.8K – – –
CFS
2353
CGC Financial Services
Oregon
$34.4K – – –
BAM
2354
Bellevue Asset Management
Washington
$34.1K – – –
RAM
2355
Riggs Asset Management
Pennsylvania
$33.3K – – –
MAM
2356
Marquette Asset Management
Minnesota
$33K -$48.6K -179 -60%
Kayne Anderson Rudnick Investment Management
2357
Kayne Anderson Rudnick Investment Management
California
$32.8K – – –
IHWM
2358
Iron Horse Wealth Management
Iowa
$31.7K – – –
ACM
2359
Antonetti Capital Management
Florida
$31.7K +$271 +1 +0.9%
RFA
2360
Resurgent Financial Advisors
Georgia
$30.3K -$3.25K -12 -10%
CMA
2361
Cedar Mountain Advisors
Oregon
$30.1K – – –
EWP
2362
Elevation Wealth Partners
California
$27.7K – – –
NCM
2363
Northwest Capital Management
Oregon
$27.7K – – –
TH
2364
TCTC Holdings
Texas
$27.3K – – –
TLCM
2365
Twin Lakes Capital Management
California
$27.3K – – –
DFC
2366
DB Fitzpatrick & Co
Idaho
$24K – – –
KLWA
2367
Kelly Lawrence W & Associates
California
$21.6K – – –
LWA
2368
Lowe Wealth Advisors
Maryland
$20.7K – – –
AFS
2369
Annapolis Financial Services
Maryland
$20.2K – – –
BC
2370
Belmont Capital
California
$19.1K – – –
CQS
2371
Credential Qtrade Securities
$18.3K – – –
AA
2372
AlphaMark Advisors
Kentucky
$18K -$27.1K -100 -61%
MIM
2373
Manitou Investment Management
Ontario, Canada
$17.7K +$17.6K +65 New
MSE
2374
MUFG Securities EMEA
United Kingdom
$17.5K -$19.3K -71 -53%
GIS
2375
Grayhawk Investment Strategies
Alberta, Canada
$16.7K – – –