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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
2826
Park Place Capital
Alabama
$27.7K -$10.3K -29 -26%
EPW
2827
Evergreen Private Wealth
Colorado
$26.4K – – –
LWA
2828
Lowe Wealth Advisors
Maryland
$25.1K -$5.7K -16 -17%
MWM
2829
Mascoma Wealth Management
New Hampshire
$24.7K – – –
TIM
2830
Thompson Investment Management
Wisconsin
$24.7K – – –
FWA
2831
Flagship Wealth Advisors
Massachusetts
$24.1K – – –
SC
2832
Swan Capital
Florida
$24.1K – – –
RI
2833
Ridgewood Investments
New Jersey
$23.7K +$22.1K +62 +620%
HWP
2834
Highline Wealth Partners
California
$22.5K -$50.9K -143 -68%
TCM
2835
TD Capital Management
Tennessee
$22.2K -$1.07K -3 -4%
AP
2836
Aspect Partners
Virginia
$21.4K -$3.21K -9 -12%
AEPWM
2837
Atlantic Edge Private Wealth Management
Florida
$21.4K – – –
MIM
2838
Manitou Investment Management
Ontario, Canada
$21.4K – – –
GIS
2839
Grayhawk Investment Strategies
Alberta, Canada
$20.1K – – –
LWMI
2840
Legacy Wealth Management (Idaho)
Idaho
$19.5K – – –
ACM
2841
Anfield Capital Management
California
$19.5K – – –
IWM
2842
Inlight Wealth Management
Georgia
$19.1K +$20.7K +58 New
RFS
2843
Richardson Financial Services
Massachusetts
$18.1K +$5.34K +15 +38%
KSWA
2844
Kathleen S. Wright Associates
Pennsylvania
$17.8K – – –
FRA
2845
Front Row Advisors
California
$16.8K – – –
FA
2846
Financial Avengers
California
$16.5K – – –
IAG
2847
Innovative Advisory Group
Massachusetts
$16.5K – – –
CIAS
2848
CBIZ Investment Advisory Services
Ohio
$16.5K +$17.8K +50 New
RWM
2849
Raffa Wealth Management
District of Columbia
$14.5K – – –
VWWMG
2850
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K +$15.3K +43 New
112 113
114
115 116