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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
2901
Newbridge Financial Services Group
Florida
$328K -$55.6K -100 -15%
RB
2902
Renasant Bank
Mississippi
$327K -$13.9K -25 -4%
MWA
2903
Motive Wealth Advisors
Michigan
$327K -$556 -1 -0.2%
ACC
2904
Acorn Creek Capital
Colorado
$326K +$21.1K +38 +7%
CCM
2905
Cloud Capital Management
Washington
$326K +$13.3K +24 +4%
EPG
2906
Estate Planners Group
Pennsylvania
$325K +$316K +568 New
AOWM
2907
Alpha Omega Wealth Management
Virginia
$325K -$17.8K -32 -5%
SPW
2908
Signet Private Wealth
Illinois
$325K +$315K +567 New
AC
2909
Asio Capital
Kentucky
$324K +$22.8K +41 +8%
FPTW
2910
Franklin, Parlapiano, Turner & Welch
Texas
$323K – – –
TM
2911
TigerOak Management
New Mexico
$323K -$23.3K -42 -7%
CWA
2912
Consilio Wealth Advisors
Washington
$323K +$4.45K +8 +1%
SC
2913
Stephens Consulting
Michigan
$323K +$49.5K +89 +19%
AIA
2914
Alternative Investment Advisors
Florida
$323K -$1.11K -2 -0.4%
CA
2915
Carson Advisory
Georgia
$323K +$13.9K +25 +5%
AWG
2916
Altus Wealth Group
Colorado
$322K – – –
SP
2917
Successful Portfolios
Florida
$322K +$53.9K +97 +23%
CIG
2918
Cascade Investment Group
Colorado
$321K – – –
CCWM
2919
Correct Capital Wealth Management
Missouri
$321K – – –
EP
2920
E6 Portfolios
Utah
$321K +$311K +560 New
MAC
2921
Mason & Associates (California)
California
$320K +$10K +18 +3%
HFS
2922
Howard Financial Services
Texas
$320K +$33.3K +60 +12%
LA
2923
Lynch & Associates
Indiana
$320K -$83.4K -150 -21%
ISWM
2924
Independent Solutions Wealth Management
New York
$320K -$1.11K -2 -0.4%
DCM
2925
DGS Capital Management
New Jersey
$319K +$310K +557 New
115 116
117
118 119