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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HHMI
3051
Howard Hughes Medical Institute
Maryland
$48.2K -$854 -2 -2%
AFG
3052
Albion Financial Group
Utah
$47.7K – – –
FDW
3053
Fourth Dimension Wealth
Ohio
$47.7K – – –
KB
3054
Kimelman & Baird
New York
$47.7K – – –
MAS
3055
MPWM Advisory Solutions
Georgia
$47.2K – – –
CC
3056
Corsicana & Co
Texas
$47.2K +$42.3K +99 New
RWS
3057
Retirement Wealth Solutions
Wisconsin
$46.1K – – –
NSG
3058
Nalls Sherbakoff Group
Tennessee
$45.9K – – –
CFS
3059
Compass Financial Services
Iowa
$45.1K +$427 +1 +1%
FNWA
3060
Financial Network Wealth Advisors
Utah
$43.9K -$12.4K -29 -24%
1IA
3061
1620 Investment Advisors
Massachusetts
$42.9K -$854 -2 -2%
DFC
3062
DB Fitzpatrick & Co
Idaho
$42K – – –
HAP
3063
Harbor Asset Planning
Massachusetts
$41.8K – – –
VWA
3064
Valued Wealth Advisors
Utah
$40.3K +$3.84K +9 +12%
RA
3065
RiverPark Advisors
New York
$39.6K – – –
FLFS
3066
Family Legacy Financial Solutions
North Carolina
$39.2K +$427 +1 +1%
ECM
3067
Estabrook Capital Management
New York
$38.2K -$12.8K -30 -27%
KG
3068
Kilter Group
New York
$37.7K +$4.27K +10 +14%
LWA
3069
Lowe Wealth Advisors
Maryland
$36.3K – – –
MWM
3070
Mascoma Wealth Management
New Hampshire
$35.8K – – –
TIM
3071
Thompson Investment Management
Wisconsin
$35.8K – – –
BFS
3072
Burkett Financial Services
South Carolina
$35.8K +$14.5K +34 +83%
SIP
3073
Sellwood Investment Partners
Oregon
$35.3K +$31.6K +74 New
SC
3074
Swan Capital
Florida
$34.8K -$6.4K -15 -17%
FWA
3075
Flagship Wealth Advisors
Massachusetts
$34.8K – – –
121 122
123
124 125