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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
2651
D.B. Root & Company
Pennsylvania
$850K -$28.1K -32 -4%
TIA
2652
TCFG Investment Advisors
California
$850K -$10.5K -12 -1%
TC
2653
Trilogy Capital
California
$848K +$45.7K +52 +7%
WI
2654
WBI Investments
New Jersey
$848K +$699K +796 New
MAM
2655
MMA Asset Management
Pennsylvania
$847K -$51K -58 -7%
AGC
2656
Aspen Grove Capital
Colorado
$847K – – –
TFS
2657
Targeted Financial Services
Florida
$847K +$145K +165 +26%
BSSFA
2658
Baron Silver Stevens Financial Advisors
Florida
$846K +$14.9K +17 +2%
RFA
2659
Reyes Financial Architecture
California
$842K -$43.9K -50 -6%
JCM
2660
Jacobsen Capital Management
Utah
$842K +$11.4K +13 +2%
CWA
2661
Canvas Wealth Advisors
Kansas
$841K -$129K -147 -16%
DI
2662
Disciplined Investments
Oklahoma
$839K +$878 +1 +0.1%
EFH
2663
Eaton Financial Holdings
Florida
$838K -$198K -225 -22%
FCM
2664
Fieldview Capital Management
Michigan
$838K +$691K +787 New
HFS
2665
Horizon Financial Services
North Carolina
$837K +$666K +758 +2,707%
TSS
2666
Taylor Securities Services
Pennsylvania
$836K +$2.63K +3 +0.4%
EWA
2667
Encompass Wealth Advisors
Oregon
$836K +$26.4K +30 +4%
DWM
2668
DecisionMap Wealth Management
Virginia
$836K -$9.66K -11 -1%
PI
2669
Pettee Investors
Connecticut
$834K – – –
MAG
2670
Mayfair Advisory Group
Alabama
$833K -$129K -147 -14%
AWCI
2671
Alpine Woods Capital Investors
New York
$832K -$35.1K -40 -5%
R
2672
Rebalance
California
$832K – – –
DFP
2673
Donalies Financial Planning
District of Columbia
$831K +$878 +1 +0.1%
DT
2674
DV Trading
Illinois
$831K -$2.06M -2,342 -75%
RBC
2675
Roble Belko & Company
Pennsylvania
$830K – – –
105 106
107
108 109