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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NA
2401
Nordwand Advisors
Pennsylvania
$124K
TFIPS
2402
Towarzystwo Funduszy Inwestycyjnych PZU SA
$124K +$109K +420 New
GPI
2403
General Partner Inc
Pennsylvania
$124K
FFL
2404
Financial Freedom LLC
Ohio
$123K -$12.7K -49 -11%
BGAI
2405
Bruce G. Allen Investments
Colorado
$122K +$107K +413 New
CAS
2406
Coppell Advisory Solutions
Texas
$121K +$13.5K +52 +15%
DSC
2407
Duncker Streett & Co
Missouri
$119K +$519 +2 +0.5%
B
2408
Birchbrook
Maine
$118K +$104K +400 New
TC
2409
Trust Company
Kansas
$116K
GC
2410
Globeflex Capital
California
$114K +$100K +386 New
M
2411
MOTCO
Texas
$113K
DWA
2412
Delos Wealth Advisors
Texas
$111K
CTC
2413
Cetera Trust Company
Minnesota
$106K +$93.1K +359 New
AWM
2414
Atticus Wealth Management
Florida
$105K
BDS
2415
Banco de Sabadell
Florida
$105K -$68K -262 -43%
HWM
2416
HighMark Wealth Management
Minnesota
$104K
BIA
2417
Bell Investment Advisors
California
$103K -$1.82K -7 -2%
BMC
2418
Bear Mountain Capital
Washington
$103K +$93.4K +360 New
FWM
2419
FSA Wealth Management
Massachusetts
$103K +$90.5K +349 New
CA
2420
Centerpoint Advisors
Massachusetts
$101K
CWC
2421
Carolinas Wealth Consulting
North Carolina
$99.9K -$88.5K -341 -50%
JWM
2422
Janiczek Wealth Management
Colorado
$97.3K +$10.1K +39 +13%
RS
2423
Rakuten Securities
Japan
$96.4K +$84.6K +326 New
SIS
2424
Strategic Investment Solutions
Illinois
$96.4K +$84.6K +326 New
CMP
2425
Coston McIsaac & Partners
Maine
$96K +$4.67K +18 +6%