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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2626
Financial Security Advisor
Virginia
$203K +$179K +518 New
TW
2627
Towerpoint Wealth
California
$202K -$48.7K -141 -21%
WSFG
2628
Wall Street Financial Group
Illinois
$202K +$179K +517 New
ACC
2629
Acorn Creek Capital
Colorado
$201K +$178K +515 New
SFCL
2630
Strengthening Families & Communities LLC
Massachusetts
$201K -$2.07K -6 -1%
CIC
2631
Chilton Investment Company
Connecticut
$201K +$177K +513 New
MAC
2632
Mason & Associates (California)
California
$201K +$177K +513 New
CAS
2633
Coppell Advisory Solutions
Texas
$196K -$9.67K -28 -5%
SGC
2634
Slocum, Gordon & Co
Rhode Island
$196K -$691K -2,000 -80%
AWM
2635
Ameliora Wealth Management
Switzerland
$196K – – –
MRCM
2636
M&R Capital Management
New Jersey
$196K – – –
RTC
2637
Riverview Trust Company
Washington
$193K +$3.11K +9 +2%
DCBT
2638
Dakota Community Bank & Trust
North Dakota
$193K – – –
FWM
2639
FSA Wealth Management
Massachusetts
$191K +$169K +489 New
WBC
2640
West Branch Capital
Massachusetts
$188K +$10.7K +31 +7%
FFA
2641
Frazier Financial Advisors
Ohio
$187K -$11.1K -32 -6%
EBA
2642
Eagle Bay Advisors
New York
$183K -$5.18K -15 -3%
CMBA
2643
C.M. Bidwell & Associates
Hawaii
$183K – – –
AT
2644
Avalon Trust
New Mexico
$183K -$108K -313 -40%
BGAI
2645
Bruce G. Allen Investments
Colorado
$182K +$32.1K +93 +25%
HWM
2646
Hemington Wealth Management
Virginia
$177K +$163K +473 New
DWM
2647
Darwin Wealth Management
Florida
$176K +$155K +450 New
AWM
2648
AllSquare Wealth Management
New York
$175K – – –
CTWM
2649
Cherry Tree Wealth Management
Minnesota
$174K – – –
CIA
2650
Cape Investment Advisory
Georgia
$173K – – –
104 105
106
107 108