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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
2376
T. Rowe Price Investment Management
Maryland
$153K +$134K +517 New
MRCM
2377
M&R Capital Management
New Jersey
$148K -$131K -504 -50%
HIM
2378
Hillsdale Investment Management
Ontario, Canada
$148K -$49.3K -190 -28%
BWM
2379
BKM Wealth Management
Wisconsin
$147K +$128K +495 New
WBC
2380
West Branch Capital
Massachusetts
$145K +$8.3K +32 +7%
TFGT
2381
TS Financial Group (TSFG)
Illinois
$145K -$20.2K -78 -14%
AT
2382
Avalon Trust
New Mexico
$142K -$78.9K -304 -39%
FFA
2383
Frazier Financial Advisors
Ohio
$141K +$124K +477 New
EWP
2384
Elevation Wealth Partners
California
$140K +$106K +410 +402%
AAP
2385
Arax Advisory Partners
Colorado
$139K -$4.41K -17 -3%
BFPW
2386
BOK Financial Private Wealth
Colorado
$138K
CMBA
2387
C.M. Bidwell & Associates
Hawaii
$137K
LA
2388
LM Advisors
California
$136K +$120K +461 New
AWM
2389
AllSquare Wealth Management
New York
$132K
VCM
2390
Versant Capital Management
Arizona
$132K +$4.15K +16 +4%
CTWM
2391
Cherry Tree Wealth Management
Minnesota
$132K +$13K +50 +13%
FMP
2392
Financial Management Professionals
Texas
$131K -$44.4K -171 -28%
CIA
2393
Cape Investment Advisory
Georgia
$131K -$26.7K -103 -19%
DWMG
2394
DB Wealth Management Group
California
$129K
RP
2395
Rowlandmiller & Partners
Georgia
$128K
C
2396
Covestor
United Kingdom
$127K -$14.8K -57 -12%
BONH
2397
Bank of New Hampshire
New Hampshire
$127K
CM
2398
Capula Management
Cayman Islands
$126K +$110K +425 New
SVCP
2399
Silicon Valley Capital Partners
California
$125K +$519 +2 +0.5%
TCM
2400
Tradewinds Capital Management
Washington
$125K +$519 +2 +0.5%