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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2851
Burkett Financial Services
South Carolina
$13.4K +$356 +1 +3%
GPFA
2852
Game Plan Financial Advisors
Ohio
$13.2K – – –
PCM
2853
Penserra Capital Management
California
$13K -$436K -1,223 -97%
MIA
2854
MeadowBrook Investment Advisors
Michigan
$12.9K – – –
FGAM
2855
Financial Gravity Asset Management
Texas
$12.9K +$13.9K +39 New
DCM
2856
Davis Capital Management
Florida
$12.5K +$13.5K +38 New
CWM
2857
Copia Wealth Management
Oregon
$12.4K – – –
FGA
2858
Fortis Group Advisors
New Jersey
$12.2K – – –
CWM
2859
Consultiva Wealth Management
Puerto Rico
$12.2K +$13.2K +37 New
PMIM
2860
Prudent Man Investment Management
Colorado
$12K – – –
NWMP
2861
Noble Wealth Management PBC
Colorado
$11.9K -$17.8K -50 -58%
GWM
2862
Graybill Wealth Management
Illinois
$11.7K +$12.8K +36 New
IRAG
2863
Investment Research & Advisory Group
Georgia
$11.6K – – –
YAL
2864
Your Advocates Ltd
Texas
$11.5K – – –
CAM
2865
Chesapeake Asset Management
New York
$11.5K +$1.07K +3 +9%
TFM
2866
TFC Financial Management
Massachusetts
$11.3K – – –
BIM
2867
Breakwater Investment Management
Washington
$9.89K – – –
WCM
2868
WealthTrak Capital Management
Virginia
$9.23K +$6.05K +17 +155%
PWMA
2869
Pension & Wealth Management Advisors
Massachusetts
$8.9K +$5.7K +16 +145%
RWM
2870
Rialto Wealth Management
New York
$8.57K +$1.43K +4 +18%
PCM
2871
Perritt Capital Management
Illinois
$8.57K +$9.26K +26 New
WAS
2872
Winch Advisory Services
Wisconsin
$8.49K – – –
AF
2873
Abound Financial
California
$8.24K +$8.9K +25 New
VFM
2874
Vision Financial Markets
Connecticut
$6.62K +$7.12K +20 New
AWM
2875
Activest Wealth Management
Florida
$6.6K +$6.41K +18 +900%
113 114
115
116 117