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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
3351
Global Wealth Strategies & Associates
Colorado
$250K +$1.39K +2 +0.6%
DWM
3352
Dynasty Wealth Management
Florida
$250K +$244K +353 New
FCMC
3353
Founders Capital Management (Connecticut)
Connecticut
$249K – – –
IPW
3354
Inlet Private Wealth
Florida
$249K – – –
CFFP
3355
Center for Financial Planning
Michigan
$249K -$9K -13 -4%
GJIA
3356
Glass Jacobson Investment Advisors
Maryland
$249K – – –
SFP
3357
Sterling Financial Planning
New Jersey
$249K -$13.9K -20 -5%
PFG
3358
Prospect Financial Group
Virginia
$249K +$243K +351 New
UIA
3359
Ulland Investment Advisors
Minnesota
$248K -$45K -65 -16%
BSA
3360
Bull Street Advisors
Georgia
$248K – – –
AA
3361
Aufman Associates
Pennsylvania
$248K – – –
CKAIS
3362
Christensen King & Associates Investment Services
Washington
$248K – – –
MCA
3363
Millennium Capital Advisors
Arkansas
$248K – – –
CL
3364
CIM LLC
New York
$246K +$240K +347 New
CPW
3365
Cogent Private Wealth
Florida
$246K +$240K +347 New
CC
3366
Clearwave Capital
California
$245K +$240K +346 New
IPA
3367
Investment Planning Advisors
Georgia
$245K +$240K +346 New
NFG
3368
Northbridge Financial Group
Florida
$245K +$214K +309 New
HWM
3369
HighMark Wealth Management
Minnesota
$245K – – –
HFS
3370
Hopwood Financial Services
Virginia
$244K -$24.2K -35 -9%
FA
3371
Fedenia Advisers
Wisconsin
$244K +$238K +344 New
KWA
3372
Kellett Wealth Advisors
Ohio
$243K +$238K +343 New
AWM
3373
Ameliora Wealth Management
Switzerland
$242K – – –
AHB
3374
Abner Herrman & Brock
New Jersey
$242K +$236K +341 New
RWM
3375
Rench Wealth Management
Texas
$241K +$236K +341 New
133 134
135
136 137