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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3326
Madrona Financial Services
Washington
$387K – – –
SMA
3327
Seven Mile Advisory
New Jersey
$387K -$109K -124 -25%
LSPW
3328
Lake Street Private Wealth
Illinois
$386K +$22K +25 +7%
PNFS
3329
PW Nova Financial Services
Pennsylvania
$385K -$51.8K -59 -14%
QWM
3330
Quaker Wealth Management
New Jersey
$385K +$878 +1 +0.3%
DWP
3331
Destiny Wealth Partners
Florida
$385K -$248K -282 -37%
CE
3332
Cornerstone Enterprises
Wisconsin
$384K – – –
WA
3333
Waystone Advisors
Washington
$383K +$67.6K +77 +27%
FFA
3334
Fi3 Financial Advisors
Indiana
$383K -$553K -629 -50%
CTC
3335
Cetera Trust Company
Minnesota
$382K – – –
HSWS
3336
Higgins & Schmidt Wealth Strategies
Colorado
$382K – – –
PCM
3337
Polymer Capital Management
New York
$380K -$3.2M -3,643 -91%
CPW
3338
Cogent Private Wealth
Florida
$380K +$8.79K +10 +3%
CW
3339
Cedarwood Wealth
Colorado
$379K +$41.3K +47 +15%
HIG
3340
Heritage Investment Group
Florida
$379K – – –
DWM
3341
Denver Wealth Management
Colorado
$378K -$6.15K -7 -2%
DPI
3342
Diversified Portfolios Inc
Michigan
$378K -$189K -215 -38%
TA
3343
TPG Advisors
Illinois
$377K – – –
PFG
3344
Prospect Financial Group
Virginia
$377K +$2.63K +3 +0.9%
VFG
3345
V2 Financial group
Illinois
$376K – – –
TPW
3346
TL Private Wealth
Texas
$376K – – –
OWCM
3347
One Wealth Capital Management
Arizona
$376K +$310K +353 New
SO
3348
Sierra Ocean
California
$376K -$7.03K -8 -2%
BAG
3349
Bauman Advisory Group
Nevada
$375K +$309K +352 New
FCMC
3350
Founders Capital Management (Connecticut)
Connecticut
$375K – – –
132 133
134
135 136