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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2651
Evergreen Private Wealth
Colorado
$26.6K – – –
SFC
2652
Strategic Financial Concepts
Texas
$25.9K -$218K -628 -89%
LWA
2653
Lowe Wealth Advisors
Maryland
$25.3K – – –
MWM
2654
Mascoma Wealth Management
New Hampshire
$25K -$27.7K -80 -52%
AP
2655
Aspect Partners
Virginia
$25K -$3.47K -10 -12%
TIM
2656
Thompson Investment Management
Wisconsin
$25K – – –
AFS
2657
Annapolis Financial Services
Maryland
$24.6K – – –
SC
2658
Swan Capital
Florida
$24.3K +$25.3K +73 New
BC
2659
Belmont Capital
California
$23.3K – – –
KB
2660
Kimelman & Baird
New York
$23.3K +$24.3K +70 New
TCM
2661
TD Capital Management
Tennessee
$22.2K +$347 +1 +2%
AA
2662
AlphaMark Advisors
Kentucky
$22K – – –
IWP
2663
IAG Wealth Partners
Wisconsin
$21.7K +$5.2K +15 +30%
MIM
2664
Manitou Investment Management
Ontario, Canada
$21.7K – – –
GIS
2665
Grayhawk Investment Strategies
Alberta, Canada
$20.3K – – –
EC
2666
Elequin Capital
New York
$18.3K +$19.1K +55 New
KSWA
2667
Kathleen S. Wright Associates
Pennsylvania
$18K – – –
RWM
2668
Raffa Wealth Management
District of Columbia
$17.3K – – –
FA
2669
Financial Avengers
California
$16.7K +$17.3K +50 New
TCPG
2670
Trivant Custom Portfolio Group
California
$16.7K +$17.3K +50 New
FW
2671
Fairway Wealth
Ohio
$16K +$16.6K +48 New
PCWA
2672
Pacific Capital Wealth Advisors
California
$15.3K +$13.5K +39 +557%
BFS
2673
Burkett Financial Services
South Carolina
$13.4K – – –
GPFA
2674
Game Plan Financial Advisors
Ohio
$13.3K – – –
CPG
2675
Custom Portfolio Group
Colorado
$13K – – –
105 106
107
108 109