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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2826
Mascoma Wealth Management
New Hampshire
$24.7K – – –
TIM
2827
Thompson Investment Management
Wisconsin
$24.7K – – –
FWA
2828
Flagship Wealth Advisors
Massachusetts
$24.1K – – –
SC
2829
Swan Capital
Florida
$24.1K – – –
RI
2830
Ridgewood Investments
New Jersey
$23.7K +$22.1K +62 +620%
HWP
2831
Highline Wealth Partners
California
$22.5K -$50.9K -143 -68%
TCM
2832
TD Capital Management
Tennessee
$22.2K -$1.07K -3 -4%
AP
2833
Aspect Partners
Virginia
$21.4K -$3.21K -9 -12%
AEPWM
2834
Atlantic Edge Private Wealth Management
Florida
$21.4K – – –
MIM
2835
Manitou Investment Management
Ontario, Canada
$21.4K – – –
GIS
2836
Grayhawk Investment Strategies
Alberta, Canada
$20.1K – – –
LWMI
2837
Legacy Wealth Management (Idaho)
Idaho
$19.5K – – –
ACM
2838
Anfield Capital Management
California
$19.5K – – –
IWM
2839
Inlight Wealth Management
Georgia
$19.1K +$20.7K +58 New
RFS
2840
Richardson Financial Services
Massachusetts
$18.1K +$5.34K +15 +38%
KSWA
2841
Kathleen S. Wright Associates
Pennsylvania
$17.8K – – –
FRA
2842
Front Row Advisors
California
$16.8K – – –
FA
2843
Financial Avengers
California
$16.5K – – –
CIAS
2844
CBIZ Investment Advisory Services
Ohio
$16.5K +$17.8K +50 New
RWM
2845
Raffa Wealth Management
District of Columbia
$14.5K – – –
VWWMG
2846
Vermillion & White Wealth Management Group
Pennsylvania
$14.2K +$15.3K +43 New
BFS
2847
Burkett Financial Services
South Carolina
$13.4K +$356 +1 +3%
GPFA
2848
Game Plan Financial Advisors
Ohio
$13.2K – – –
PCM
2849
Penserra Capital Management
California
$13K -$436K -1,223 -97%
MIA
2850
MeadowBrook Investment Advisors
Michigan
$12.9K – – –
112 113
114
115 116