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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3001
Broadwater Capital
Massachusetts
$95.4K – – –
CCC
3002
Chelsea Counsel Company
California
$95.4K – – –
EPIME
3003
Evelyn Partners Investment Management (Europe)
$95.4K – – –
CAL
3004
Capital Advisors Ltd
Ohio
$95K – – –
BGAI
3005
Bruce G. Allen Investments
Colorado
$94.5K +$4.7K +11 +6%
MMCM
3006
Murphy & Mullick Capital Management
New York
$92.1K – – –
SVCP
3007
Silicon Valley Capital Partners
California
$91.3K +$17.5K +41 +27%
NECFA
3008
New England Capital Financial Advisors
Connecticut
$90.3K – – –
TCM
3009
TruNorth Capital Management
Michigan
$90.2K – – –
PWM
3010
Proathlete Wealth Management
Florida
$89.8K -$1.71K -4 -2%
AFWM
3011
Abich Financial Wealth Management
Virginia
$87.8K +$78.6K +184 New
FCMT
3012
Founders Capital Management (Texas)
Texas
$85.9K – – –
AWM
3013
Activest Wealth Management
Florida
$84.5K +$21.8K +51 +40%
FMP
3014
Financial Management Professionals
Texas
$82.1K -$1.28K -3 -2%
SIS
3015
Strategic Investment Solutions
Illinois
$80.2K -$136K -318 -65%
CFS
3016
CGC Financial Services
Oregon
$79.2K – – –
MDCM
3017
Morgan Dempsey Capital Management
Wisconsin
$78.7K -$6.4K -15 -8%
HNW
3018
High Note Wealth
Minnesota
$78.3K +$854 +2 +1%
RFS
3019
Richardson Financial Services
Massachusetts
$76.8K +$19.6K +46 +40%
TC
3020
Tacita Capital
Ontario, Canada
$75.9K – – –
Q1WB
3021
Quest 10 Wealth Builders
Virginia
$75.4K +$3.84K +9 +6%
BDL
3022
Banque de Luxembourg
Luxembourg
$75.4K +$427 +1 +0.6%
MCA
3023
Midwest Capital Advisors
Michigan
$72.8K +$427 +1 +0.7%
MSFP
3024
Mark Sheptoff Financial Planning
Connecticut
$72.5K – – –
PWMG
3025
Private Wealth Management Group
New Jersey
$71.1K -$854 -2 -1%
119 120
121
122 123