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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2926
CBIZ Investment Advisory Services
Ohio
$38K +$16K +48 +96%
TWPM
2927
Total Wealth Planning & Management
Florida
$37.9K +$3.4M +10,200 New
RWS
2928
Retirement Wealth Solutions
Wisconsin
$37.5K +$333 +1 +1%
NSG
2929
Nalls Sherbakoff Group
Tennessee
$37.3K -$20.3K -61 -39%
CFS
2930
Compass Financial Services
Iowa
$36.6K – – –
EPW
2931
Evergreen Private Wealth
Colorado
$36.5K +$4.67K +14 +18%
1IA
2932
1620 Investment Advisors
Massachusetts
$35.7K -$283K -850 -90%
PFG
2933
Putney Financial Group
California
$35.7K – – –
CMA
2934
Cedar Mountain Advisors
Oregon
$35.1K – – –
VWWMG
2935
Vermillion & White Wealth Management Group
Pennsylvania
$34.6K +$15.3K +46 +107%
DFC
2936
DB Fitzpatrick & Co
Idaho
$34.2K – – –
SC
2937
Swan Capital
Florida
$34.2K +$5K +15 +21%
HAP
2938
Harbor Asset Planning
Massachusetts
$34K +$29.3K +88 New
RI
2939
Ridgewood Investments
New Jersey
$33K +$4.33K +13 +18%
RA
2940
RiverPark Advisors
New York
$32.2K +$27.7K +83 New
FLFS
2941
Family Legacy Financial Solutions
North Carolina
$31.8K +$27K +81 New
VWA
2942
Valued Wealth Advisors
Utah
$29.7K -$8K -24 -24%
LWA
2943
Lowe Wealth Advisors
Maryland
$29.5K – – –
MWM
2944
Mascoma Wealth Management
New Hampshire
$29.1K – – –
TIM
2945
Thompson Investment Management
Wisconsin
$29.1K – – –
HHGA
2946
Halbert Hargrove Global Advisors
California
$28.9K -$4K -12 -14%
FWA
2947
Flagship Wealth Advisors
Massachusetts
$28.3K – – –
MAWAG
2948
Mid-American Wealth Advisory Group
Missouri
$28K +$24K +72 New
KG
2949
Kilter Group
New York
$26.8K +$23K +69 New
AEPWM
2950
Atlantic Edge Private Wealth Management
Florida
$25.2K – – –
116 117
118
119 120