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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1176
Confluence Wealth Services
Pennsylvania
$942K – – –
MF
1177
Montis Financial
Massachusetts
$937K +$21.8K +90 +2%
GWSG
1178
GPS Wealth Strategies Group
Colorado
$936K +$989K +4,092 New
LOPW
1179
Live Oak Private Wealth
North Carolina
$934K +$24.2K +100 +3%
WDC
1180
Woodward Diversified Capital
California
$933K -$8.46K -35 -0.9%
WLIM
1181
White Lighthouse Investment Management
Massachusetts
$932K +$121K +500 +14%
HNWAG
1182
High Net Worth Advisory Group
Florida
$930K -$35.5K -147 -3%
MFA
1183
Mayflower Financial Advisors
Massachusetts
$930K -$5.32K -22 -0.5%
CIM
1184
CIM Investment Management
Pennsylvania
$929K +$45.5K +188 +5%
IA
1185
IAM Advisory
Pennsylvania
$927K +$980K +4,052 New
AWA
1186
Acorn Wealth Advisors
Michigan
$927K -$81K -335 -8%
IIA
1187
IPG Investment Advisors
California
$924K +$141K +585 +17%
KIG
1188
Kowal Investment Group
Wisconsin
$922K +$55.4K +229 +6%
MJP
1189
Michael J. Puzo
$921K – – –
SFG
1190
SNS Financial Group
Minnesota
$920K +$12.6K +52 +1%
WWM
1191
Windsor Wealth Management
Indiana
$920K -$9.19K -38 -0.9%
CNFG
1192
Creegan & Nassoura Financial Group
New Hampshire
$920K – – –
QCIG
1193
Quad-Cities Investment Group
Iowa
$919K +$5.8K +24 +0.6%
ZIC
1194
ZWJ Investment Counsel
Georgia
$919K +$38K +157 +4%
WT
1195
Washington Trust
Rhode Island
$918K -$5.8K -24 -0.6%
LF
1196
Lantz Financial
Illinois
$917K – – –
WAM
1197
WealthTrust Asset Management
Florida
$917K +$968K +4,005 New
NA
1198
Navellier & Associates
Nevada
$915K -$24.2K -100 -2%
SC
1199
Saybrook Capital
North Carolina
$915K – – –
IWA
1200
IVC Wealth Advisors
Pennsylvania
$913K -$39.9K -165 -4%
46 47
48
49 50