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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
3901
Joseph Group Capital Management
Ohio
$154K -$20.2K -23 -14%
BIM
3902
Bullseye Investment Management
Ohio
$154K – – –
MWPCG
3903
Measured Wealth Private Client Group
New Hampshire
$152K +$8.79K +10 +8%
EFMH
3904
E Fund Management (HK)
Hong Kong
$151K -$6.15K -7 -5%
WT
3905
WHI Trust
Illinois
$151K – – –
DWM
3906
Dogwood Wealth Management
Kansas
$146K +$14.9K +17 +14%
MFT
3907
Moisand Fitzgerald Tamayo
Florida
$145K – – –
SR
3908
Syntax Research
Florida
$144K – – –
UFPG
3909
United Financial Planning Group
New York
$143K – – –
OAG
3910
Oakmont Advisory Group
New Mexico
$143K +$118K +134 New
ITG
3911
Index Technologies Group
New York
$143K +$118K +134 New
VWA
3912
Valued Wealth Advisors
Utah
$140K +$7.91K +9 +7%
SOW
3913
State of Wyoming
Wyoming
$140K -$126K -143 -52%
BFS
3914
Burkett Financial Services
South Carolina
$139K – – –
AW
3915
Ankerstar Wealth
Texas
$136K – – –
MCA
3916
Midwest Capital Advisors
Michigan
$134K – – –
NAMP
3917
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$133K +$132K +150 New
RF
3918
Robinswood Financial
Washington
$133K – – –
KB
3919
Kimelman & Baird
New York
$132K – – –
CRI
3920
Commonwealth Retirement Investments
Virginia
$131K +$108K +123 New
RWM
3921
RMG Wealth Management
Wisconsin
$127K – – –
C
3922
Covestor
United Kingdom
$125K +$16.7K +19 +19%
PPC
3923
Park Place Capital
Alabama
$118K – – –
SFC
3924
Swisher Financial Concepts
Ohio
$117K -$238K -271 -71%
SWAG
3925
Spectrum Wealth Advisory Group
California
$114K +$94K +107 New
155 156
157
158 159