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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
3301
Lake Street Private Wealth
Illinois
$386K +$22K +25 +7%
PNFS
3302
PW Nova Financial Services
Pennsylvania
$385K -$51.8K -59 -14%
QWM
3303
Quaker Wealth Management
New Jersey
$385K +$878 +1 +0.3%
DWP
3304
Destiny Wealth Partners
Florida
$385K -$248K -282 -37%
CE
3305
Cornerstone Enterprises
Wisconsin
$384K – – –
WA
3306
Waystone Advisors
Washington
$383K +$67.6K +77 +27%
FFA
3307
Fi3 Financial Advisors
Indiana
$383K -$553K -629 -50%
CTC
3308
Cetera Trust Company
Minnesota
$382K – – –
HSWS
3309
Higgins & Schmidt Wealth Strategies
Colorado
$382K – – –
PCM
3310
Polymer Capital Management
New York
$380K -$3.2M -3,643 -91%
CPW
3311
Cogent Private Wealth
Florida
$380K +$8.79K +10 +3%
CW
3312
Cedarwood Wealth
Colorado
$379K +$41.3K +47 +15%
HIG
3313
Heritage Investment Group
Florida
$379K – – –
DWM
3314
Denver Wealth Management
Colorado
$378K -$6.15K -7 -2%
DPI
3315
Diversified Portfolios Inc
Michigan
$378K -$189K -215 -38%
TA
3316
TPG Advisors
Illinois
$377K – – –
PFG
3317
Prospect Financial Group
Virginia
$377K +$2.63K +3 +0.9%
VFG
3318
V2 Financial group
Illinois
$376K – – –
TPW
3319
TL Private Wealth
Texas
$376K – – –
OWCM
3320
One Wealth Capital Management
Arizona
$376K +$310K +353 New
SO
3321
Sierra Ocean
California
$376K -$7.03K -8 -2%
BAG
3322
Bauman Advisory Group
Nevada
$375K +$309K +352 New
FCMC
3323
Founders Capital Management (Connecticut)
Connecticut
$375K – – –
SGI
3324
Swan Global Investments
Colorado
$375K +$16.7K +19 +6%
UOTTAIMCU
3325
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$375K +$182K +207 +143%
131 132
133
134 135