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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2751
West Financial Advisors
Iowa
$40.3K – – –
EWP
2752
Elevation Wealth Partners
California
$39.7K – – –
NCM
2753
Northwest Capital Management
Oregon
$39.7K – – –
SWC
2754
Spectrum Wealth Counsel
Indiana
$39.1K -$16.6K -48 -32%
TH
2755
TCTC Holdings
Texas
$39.1K – – –
TLCM
2756
Twin Lakes Capital Management
California
$39.1K – – –
KB
2757
Kimelman & Baird
New York
$39.1K +$10.4K +30 +43%
FC
2758
Fairscale Capital
New Hampshire
$38.7K – – –
IUHSA
2759
Itau Unibanco Holding S.A.
Brazil
$36.4K -$1.46M -4,217 -98%
CPA
2760
Capital Performance Advisors
California
$35.6K +$31.4K +91 New
TPW
2761
Talon Private Wealth
Florida
$34.8K +$30.7K +89 New
DFC
2762
DB Fitzpatrick & Co
Idaho
$34.4K – – –
PWM
2763
Partnership Wealth Management
Maryland
$34.4K – – –
BFA
2764
BBJS Financial Advisors
Washington
$32.6K – – –
EPW
2765
Evergreen Private Wealth
Colorado
$31.3K – – –
MAM
2766
Meeder Asset Management
Ohio
$30.5K -$66.3K -192 -71%
LWA
2767
Lowe Wealth Advisors
Maryland
$29.7K – – –
MWM
2768
Mascoma Wealth Management
New Hampshire
$29.3K – – –
TIM
2769
Thompson Investment Management
Wisconsin
$29.3K – – –
AFS
2770
Annapolis Financial Services
Maryland
$28.9K – – –
SC
2771
Swan Capital
Florida
$28.6K – – –
BC
2772
Belmont Capital
California
$27.4K – – –
TCM
2773
TD Capital Management
Tennessee
$26.2K – – –
AP
2774
Aspect Partners
Virginia
$25.8K -$3.11K -9 -12%
AEPWM
2775
Atlantic Edge Private Wealth Management
Florida
$25.4K -$36.3K -105 -62%
109 110
111
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