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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2776
High Note Wealth
Minnesota
$54.1K – – –
CWM
2777
Compass Wealth Management
Connecticut
$52.4K – – –
TC
2778
Tacita Capital
Ontario, Canada
$52.4K – – –
BDL
2779
Banque de Luxembourg
Luxembourg
$51.8K – – –
NSG
2780
Nalls Sherbakoff Group
Tennessee
$51.8K +$55.9K +157 New
MCA
2781
Midwest Capital Advisors
Michigan
$50.1K – – –
MSFP
2782
Mark Sheptoff Financial Planning
Connecticut
$50.1K +$3.56K +10 +7%
PWMG
2783
Private Wealth Management Group
New Jersey
$49.8K – – –
HH
2784
HWG Holdings
Texas
$49.5K +$53.4K +150 New
Q1WB
2785
Quest 10 Wealth Builders
Virginia
$49.2K -$11.4K -32 -18%
IHWM
2786
Iron Horse Wealth Management
Iowa
$48.2K – – –
IAS
2787
IMA Advisory Services
Colorado
$47.8K +$51.6K +145 New
UOTTAIMCU
2788
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$47.8K +$51.6K +145 New
SVCP
2789
Silicon Valley Capital Partners
California
$47.5K – – –
BA
2790
Bellwether Advisors
Nebraska
$46.2K – – –
DPW
2791
DiNuzzo Private Wealth
Pennsylvania
$45.2K – – –
FWP
2792
Fiduciary Wealth Partners
Massachusetts
$45.2K +$48.8K +137 New
MFT
2793
Moisand Fitzgerald Tamayo
Florida
$44.9K – – –
SR
2794
Syntax Research
Florida
$44.5K -$1.07K -3 -2%
VC
2795
Vestor Capital
Illinois
$44K -$3.78M -10,621 -99%
CFS
2796
CGC Financial Services
Oregon
$41.6K – – –
RAM
2797
Riggs Asset Management
Pennsylvania
$40.9K -$356 -1 -0.8%
RF
2798
Robinswood Financial
Washington
$40.9K +$44.2K +124 New
WA
2799
Whipplewood Advisors
Colorado
$40.2K +$120K +337 +340%
MEG
2800
Millstone Evans Group
Colorado
$39.6K – – –
110 111
112
113 114