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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NAC
3576
NI Acquisitions Company
Pennsylvania
$287K +$7.44M +8,472 New
SF
3577
Slagle Financial
Illinois
$286K +$236K +269 New
SFS
3578
Sunrise Financial Services
Washington
$286K – – –
AU
3579
AlphaGrep UK
$285K -$294K -335 -56%
LW
3580
Libra Wealth
California
$285K +$235K +268 New
FF
3581
Friday Financial
Iowa
$285K -$523K -595 -66%
3FI
3582
3 Factor Indexing
California
$284K – – –
WA
3583
WPG Advisers
Maryland
$284K +$22K +25 +10%
E
3584
Evansbrook
Illinois
$284K +$235K +267 New
PCM
3585
Pennsylvania Capital Management
Pennsylvania
$284K +$235K +267 New
SP
3586
Sequent Planning
Nebraska
$284K -$16.7K -19 -7%
DWM
3587
Darwin Wealth Management
Florida
$283K +$16.7K +19 +8%
CCM
3588
Corsair Capital Management
New York
$283K +$234K +266 New
PWA
3589
Primoris Wealth Advisors
Florida
$283K +$234K +266 New
AFG
3590
ABLE Financial Group
Arizona
$283K +$234K +266 New
AGA
3591
Arkos Global Advisors
Texas
$283K +$234K +266 New
TCMP
3592
Thrive Capital Management (Pennsylvania)
Pennsylvania
$283K -$16.7K -19 -7%
BWM
3593
BKM Wealth Management
Wisconsin
$282K +$233K +265 New
GRQ
3594
Gardner Russo & Quinn
Pennsylvania
$282K -$163K -185 -41%
MCP
3595
Miller Capital Partners
Michigan
$282K – – –
FF
3596
Francis Financial
$282K +$233K +265 New
EBA
3597
Eagle Bay Advisors
New York
$282K +$233K +265 New
CWD
3598
Clarity Wealth Development
Oregon
$281K +$232K +264 New
NG
3599
Navigation Group
California
$280K +$231K +263 New
RA
3600
RiverTree Advisors
Florida
$280K +$231K +263 New
142 143
144
145 146