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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2976
Rialto Wealth Management
New York
$13.6K +$3K +9 +35%
YAL
2977
Your Advocates Ltd
Texas
$13.6K – – –
SHIM
2978
Stone House Investment Management
Pennsylvania
$13.2K +$4.67K +14 +70%
SC
2979
Steph & Co
Wisconsin
$12.4K +$10.7K +32 New
WCM
2980
WealthTrak Capital Management
Virginia
$12K +$1K +3 +11%
BCM
2981
Blume Capital Management
California
$12K +$5K +15 +94%
JFG
2982
JDM Financial Group
Texas
$12K +$5.67K +17 +121%
PMIM
2983
Prudent Man Investment Management
Colorado
$12K – – –
BIM
2984
Breakwater Investment Management
Washington
$11.6K – – –
PCM
2985
Perritt Capital Management
Illinois
$10.1K – – –
BFS
2986
Bare Financial Services
Pennsylvania
$9.71K +$7.33K +22 +733%
IA
2987
Icon Advisers
Colorado
$9.71K +$8.33K +25 New
PWM
2988
Parkworth Wealth Management
California
$9.47K +$2.67K +8 +50%
HWP
2989
Highline Wealth Partners
California
$9.38K -$14.7K -44 -65%
PWMA
2990
Pension & Wealth Management Advisors
Massachusetts
$8.54K -$1.67K -5 -19%
PWA
2991
Principia Wealth Advisory
Texas
$8.54K +$2.33K +7 +47%
VFM
2992
Vision Financial Markets
Connecticut
$7.83K +$333 +1 +5%
DF
2993
DecisionPoint Financial
Arizona
$7.82K +$1.67K +5 +33%
GPFA
2994
Game Plan Financial Advisors
Ohio
$7.76K -$6.67K -20 -50%
BHWM
2995
Bay Harbor Wealth Management
Maryland
$7.76K +$3K +9 +82%
NMG
2996
New Millennium Group
Utah
$7.71K – – –
EPAM
2997
Evelyn Partners Asset Management
$7.38K – – –
PWS
2998
Peterson Wealth Services
Utah
$6.6K – – –
RTL
2999
Red Tortoise LLC
Georgia
$6.6K – – –
EWM
3000
Evolution Wealth Management
Florida
$6.6K +$5.67K +17 New
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120
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