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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
2951
Front Row Advisors
California
$18.5K – – –
FA
2952
Financial Avengers
California
$18.1K – – –
DRP
2953
Decker Retirement Planning
Utah
$17.8K +$19K +49 New
PCWA
2954
Pacific Capital Wealth Advisors
California
$16.7K -$1.55K -4 -8%
RWM
2955
Raffa Wealth Management
District of Columbia
$16K -$3.1K -8 -15%
CFG
2956
Chapman Financial Group
Hawaii
$15.2K +$16.3K +42 New
BFS
2957
Burkett Financial Services
South Carolina
$14.7K – – –
GPFA
2958
Game Plan Financial Advisors
Ohio
$14.5K – – –
RFS
2959
Richardson Financial Services
Massachusetts
$14.5K +$15.5K +40 New
FGC
2960
Financial Gravity Companies
Texas
$14.1K – – –
MIA
2961
MeadowBrook Investment Advisors
Michigan
$14.1K – – –
CWM
2962
Copia Wealth Management
Oregon
$13.7K +$14.7K +38 New
FGA
2963
Fortis Group Advisors
New Jersey
$13.4K – – –
LG
2964
LAM Group
Oregon
$13.4K – – –
IRAG
2965
Investment Research & Advisory Group
Georgia
$12.8K – – –
YAL
2966
Your Advocates Ltd
Texas
$12.7K -$64K -165 -83%
TFM
2967
TFC Financial Management
Massachusetts
$12.4K – – –
PMIM
2968
Prudent Man Investment Management
Colorado
$12K +$12.8K +33 New
CAM
2969
Chesapeake Asset Management
New York
$11.6K – – –
BC
2970
Bayforest Capital
United Kingdom
$11.6K +$12.4K +32 New
ACM
2971
Aster Capital Management
United Arab Emirates
$10.9K -$2.08M -5,367 -99%
BIM
2972
Breakwater Investment Management
Washington
$10.9K – – –
SC
2973
Stance Capital
Massachusetts
$10.9K +$11.6K +30 New
FWM
2974
FLP Wealth Management
Arkansas
$10.7K +$11.6K +30 New
WAS
2975
Winch Advisory Services
Wisconsin
$9.3K – – –
117 118
119
120 121