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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SR
3876
Syntax Research
Florida
$144K – – –
UFPG
3877
United Financial Planning Group
New York
$143K – – –
OAG
3878
Oakmont Advisory Group
New Mexico
$143K +$118K +134 New
ITG
3879
Index Technologies Group
New York
$143K +$118K +134 New
VWA
3880
Valued Wealth Advisors
Utah
$140K +$7.91K +9 +7%
SOW
3881
State of Wyoming
Wyoming
$140K -$126K -143 -52%
BFS
3882
Burkett Financial Services
South Carolina
$139K – – –
AW
3883
Ankerstar Wealth
Texas
$136K – – –
MCA
3884
Midwest Capital Advisors
Michigan
$134K – – –
NAMP
3885
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$133K +$132K +150 New
RF
3886
Robinswood Financial
Washington
$133K – – –
KB
3887
Kimelman & Baird
New York
$132K – – –
CRI
3888
Commonwealth Retirement Investments
Virginia
$131K +$108K +123 New
RWM
3889
RMG Wealth Management
Wisconsin
$127K – – –
C
3890
Covestor
United Kingdom
$125K +$16.7K +19 +19%
PPC
3891
Park Place Capital
Alabama
$118K – – –
SFC
3892
Swisher Financial Concepts
Ohio
$117K -$238K -271 -71%
SWAG
3893
Spectrum Wealth Advisory Group
California
$114K +$94K +107 New
BAM
3894
Bellevue Asset Management
Washington
$113K – – –
FMP
3895
Financial Management Professionals
Texas
$113K +$1.76K +2 +2%
BFP
3896
Birchwood Financial Partners
Minnesota
$112K – – –
AEPWM
3897
Atlantic Edge Private Wealth Management
Florida
$112K +$30.7K +35 +50%
EPW
3898
Evergreen Private Wealth
Colorado
$111K +$91.4K +104 New
AIS
3899
Advocate Investing Services
Maryland
$106K – – –
AFG
3900
Albion Financial Group
Utah
$106K – – –
154 155
156
157 158