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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
3151
Pine Harbor Wealth Management
Maryland
$464K – – –
NCM
3152
Next Capital Management
New York
$463K -$87.8K -100 -19%
E
3153
Entelevest
Florida
$463K +$22.8K +26 +6%
RWS
3154
RASP Wealth Solutions
Indiana
$461K +$380K +433 New
GF
3155
GGM Financials
Ohio
$461K – – –
EC
3156
EntryPoint Capital
New York
$461K +$380K +433 New
SP
3157
Successful Portfolios
Florida
$461K -$7.91K -9 -2%
AWA
3158
AGH Wealth Advisors
Kansas
$460K +$56.2K +64 +17%
WAS
3159
Wealth Advisory Solutions
Indiana
$460K -$878 -1 -0.2%
RIM
3160
Rockbridge Investment Management
New York
$460K +$7.91K +9 +2%
HWP
3161
Hibernia Wealth Partners
Louisiana
$460K -$213K -243 -36%
CC
3162
Cornerstone Capital
California
$458K – – –
LIM
3163
Lathrop Investment Management
Arkansas
$457K +$19.3K +22 +5%
AWM
3164
Ariadne Wealth Management
California
$456K +$376K +428 New
IPA
3165
Investment Planning Advisors
Georgia
$455K +$72K +82 +24%
EA
3166
Emerald Advisors
Washington
$455K +$2.63K +3 +0.7%
AGP
3167
Autumn Glory Partners
Texas
$455K – – –
AWM
3168
Affinity Wealth Management
Delaware
$453K – – –
NWM
3169
Northwest Wealth Management
Iowa
$452K – – –
FF
3170
Foundry Financial
California
$450K +$5.27K +6 +1%
BC
3171
Brio Consultants
California
$449K +$18.4K +21 +5%
HF
3172
Holcombe Financial
Georgia
$449K +$371K +422 New
AAS
3173
Asset Allocation Strategies
Michigan
$449K +$21.1K +24 +6%
GA
3174
Gordian Advisors
Arizona
$448K +$878 +1 +0.2%
NPFS
3175
Novak & Powell Financial Services
Florida
$448K +$79.9K +91 +28%
125 126
127
128 129