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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3476
Penserra Capital Management
California
$22K – – –
CWM
3477
Copia Wealth Management
Oregon
$21.7K – – –
ACM
3478
Accent Capital Management
Ohio
$21.2K – – –
CWM
3479
Consultiva Wealth Management
Puerto Rico
$21.2K – – –
FGA
3480
Fortis Group Advisors
New Jersey
$21.2K – – –
SHIM
3481
Stone House Investment Management
Pennsylvania
$21.2K +$556 +1 +3%
ACA
3482
Atlas Capital Advisors
Wyoming
$21.2K +$20.6K +37 New
AF
3483
Align Financial
Minnesota
$20.6K +$20K +36 New
DF
3484
DecisionPoint Financial
Arizona
$20.1K +$8.34K +15 +75%
YAL
3485
Your Advocates Ltd
Texas
$20.1K – – –
BHWM
3486
Bay Harbor Wealth Management
Maryland
$20.1K +$5.56K +10 +40%
PWS
3487
Peterson Wealth Services
Utah
$18.3K -$8.95M -16,110 -100%
BFS
3488
Bare Financial Services
Pennsylvania
$18.3K – – –
BIM
3489
Breakwater Investment Management
Washington
$18.3K – – –
BCM
3490
Blume Capital Management
California
$17.2K – – –
PWA
3491
Principia Wealth Advisory
Texas
$16K +$1.67K +3 +12%
NI
3492
NCP Inc
California
$16K +$15.6K +28 New
CMA
3493
Cedar Mountain Advisors
Oregon
$15.8K +$556 +1 +4%
IA
3494
Icon Advisers
Colorado
$14.3K – – –
AF
3495
Abound Financial
California
$14.3K +$13.9K +25 New
CP
3496
Camelot Portfolios
Ohio
$14.3K +$13.9K +25 New
ECA
3497
Elevated Capital Advisors
Utah
$12.6K +$12.2K +22 New
VFM
3498
Vision Financial Markets
Connecticut
$11.6K – – –
ECM
3499
Estabrook Capital Management
New York
$11.5K -$33.3K -60 -75%
GPFA
3500
Game Plan Financial Advisors
Ohio
$11.5K – – –
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